TMAT vs PAVE

ATMAT

BPAVE

Measures won1–5PAVE wins · of 6 · 5Y

$10,000 · 5Y$36,298SMH · GLDM $22,983

Lowest cost0.10%GLDM · $10 on $10k

Most income0.81%PAVE · $81 on $10k

Smallest drop−15.3%PAVE · worst fall in 1Y

Held in common7.0%TMAT and PAVE

TMAT

PAVE

Main Thematic Innovation ETF · $218MGlobal X - U.S. Infrastructure Development ETF · $13.0B

+25.2%3 years · per year$19,632 · $18,295+22.3%

+1.8%5 years · per year$10,938 · $19,862+14.7%

0.79%Expense ratio$79 · $47 on $10k · lower wins0.47%

0.02%12-mo yield$2 · $81 on $10k0.81%

−23.4%Worst dropSmaller wins−15.3%

30.9%VolatilityLower wins21.9%

1–5PAVE wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsTMAT · PAVE

1.3%WWD1.2%

1.1%STLD2.0%

1.1%ROK2.8%

1.2%RBC1.0%

Held in common7.0%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	GLDM	SPDR Gold MiniShares TrustRead Desk	0.10%	0.00%	+1.9%	−4.1%	+4.0%	+27.6%	+18.1%	−28.0%	$30.8B
3	BPAVE	Global X - U.S. Infrastructure Development ETFRead Desk	0.47%	0.81%	+4.3%	+11.8%	+12.8%	+22.3%	+14.7%	−15.3%	$13.0B
4	ATMAT	Main Thematic Innovation ETFRead Desk	0.79%	0.02%	+5.8%	+4.5%	−2.2%	+25.2%	+1.8%	−23.4%	$218M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	GLDM	SPDR Gold MiniShares TrustRead Desk	0.10%	0.00%	+1.9%	−4.1%	+4.0%	+27.6%	+18.1%	−28.0%	$30.8B
3	BPAVE	Global X - U.S. Infrastructure Development ETFRead Desk	0.47%	0.81%	+4.3%	+11.8%	+12.8%	+22.3%	+14.7%	−15.3%	$13.0B
4	ATMAT	Main Thematic Innovation ETFRead Desk	0.79%	0.02%	+5.8%	+4.5%	−2.2%	+25.2%	+1.8%	−23.4%	$218M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

TMAT vs PAVE

TMAT

Main Thematic Innovation

$10,938

PAVE

Global X - U.S. Infrastructure Development

$19,862

MeasureTMATPAVE

Fee0.79%0.47%

Cost on $10k a year$79$47

Yield0.02%0.81%

5 years, per year+1.8%+14.7%

3 years, per year+25.2%+22.3%

Worst drop · 1Y−23.4%−15.3%

Volatility · 1Y30.9%21.9%

5–1measures won
PAVE first

7.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+46.5%

SMHVanEck

+35.3%

+46.5%Year to date+35.3%

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

$37.5BAssets$60.7B

2–0SOXX wins

End-of-day Nov 9, 2026

GLDM vs GLD

YTD

SPDRGLDM

−4.1%

GLDSPDR

−4.2%

−4.1%Year to date−4.2%

0.10% · $10Fee · on $10k a year0.40% · $40

$30.8BAssets$136B

2–0GLDM wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: TMAT, PAVE, GLDM, SMH

Today

10.1%most shared, TMAT and SMH

TMATPAVEGLDMSMH

TMAT—7.0%[…]10.1%

PAVE7.0%—[…]0.0%

GLDM[…][…]—[…]

SMH10.1%0.0%[…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$34most kept, PAVE

PAVE$81 − $47 = $34

GLDM$0 − $10 = −$10

SMH$23 − $35 = −$12

TMAT$2 − $79 = −$77

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee