SMH vs IPAV

ASMH

BIPAV

Measures won1–3IPAV wins · of 6 · 5Y

$10,000 · 5Y$33,824SMH

Lowest cost0.35%SMH · $35 on $10k

Most income1.62%IPAV · $162 on $10k

Smallest drop−17.2%IPAV · worst fall in 1Y

Held in common0.0%SMH and IPAV

SMH

IPAV

VanEck Semiconductor ETF · $65.4BGlobal X Infrastructure Development ex-U.S. ETF · $6M

+48.4%3 years · per year$32,662 · […][…]

+27.6%5 years · per year$33,824 · […][…]

0.35%Expense ratio$35 · $55 on $10k · lower wins0.55%

0.25%12-mo yield$25 · $162 on $10k1.62%

−33.1%Worst dropSmaller wins−17.2%

42.8%VolatilityLower wins19.5%

1–3IPAV wins

$10,000 · 5 yearsOne scale

Shared top holdingsSMH · IPAV

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	ASMH	VanEck Semiconductor ETFRead Desk		0.35%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$65.4B
2	BIPAV	Global X Infrastructure Development ex-U.S. ETFRead Desk		0.55%	1.62%	−3.2%	+0.4%	+5.4%	new	new	−17.2%	$6M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	ASMH	VanEck Semiconductor ETFRead Desk		0.35%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$65.4B
2	BIPAV	Global X Infrastructure Development ex-U.S. ETFRead Desk		0.55%	1.62%	−3.2%	+0.4%	+5.4%	new	new	−17.2%	$6M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SMH vs IPAV

SMH

VanEck Semiconductor

$33,824

IPAV

Global X Infrastructure Development ex-U.S.

[…]

MeasureSMHIPAV

Fee0.35%0.55%

Cost on $10k a year$35$55

Yield0.25%1.62%

5 years, per year+27.6%[…]

3 years, per year+48.4%[…]

Worst drop · 1Y−33.1%−17.2%

Volatility · 1Y42.8%19.5%

3–1measures won
IPAV first

0.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+31.6%

SMHVanEck

+24.3%

+31.6%Year to date+24.3%

0.33% · $33Fee · on $10k a year0.35% · $35

$42.6BAssets$65.4B

2–0SOXX wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: SMH, IPAV

Today

0.0%most shared, SMH and IPAV

SMHIPAV

SMH—0.0%

IPAV0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$107most kept, IPAV

IPAV$162 − $55 = $107

SMH$25 − $35 = −$10

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee