XDEF vs SMH

AXDEF

BSMH

Measures won1–0XDEF wins · of 6 · 5Y

$10,000 · 5Y$36,298SMH · PAVE $19,862

Lowest cost0.35%XDEF · $35 on $10k

Most income1.63%XDEF · $163 on $10k

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

Held in common0.0%XDEF and SMH

XDEF

SMH

Xtrackers Europe Defense Technologies ETF · $4MVanEck Semiconductor ETF · $60.7B

[…]3 years · per year[…] · $33,815+50.1%

[…]5 years · per year[…] · $36,298+29.4%

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

1.63%12-mo yield$163 · $23 on $10k0.23%

[…]Worst dropSmaller wins−33.1%

[…]VolatilityLower wins43.1%

1–0XDEF wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsXDEF · SMH

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

Held in common0.0%

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 Three

5Y3 funds

#
1	BSMH	VanEck Semiconductor ETFRead Desk	0.35%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	PAVE	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
3	AXDEF	Xtrackers Europe Defense Technologies ETFRead Desk	0.35%	1.63%	+5.6%	new	new	new	new	[…]	$4M

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

All Three

5Y3 funds

#
1	BSMH	VanEck Semiconductor ETFRead Desk	0.35%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	PAVE	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
3	AXDEF	Xtrackers Europe Defense Technologies ETFRead Desk	0.35%	1.63%	+5.6%	new	new	new	new	[…]	$4M

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

XDEF vs SMH

XDEF

Xtrackers Europe Defense Technologies

[…]

SMH

VanEck Semiconductor

$36,298

MeasureXDEFSMH

Fee0.35%0.35%

Cost on $10k a year$35$35

Yield1.63%0.23%

5 years, per year[…]+29.4%

3 years, per year[…]+50.1%

Worst drop · 1Y[…]−33.1%

Volatility · 1Y[…]43.1%

1–0measures won
XDEF first

0.0%

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: XDEF, SMH, PAVE

Today

0.0%most shared, XDEF and SMH

XDEFSMHPAVE

XDEF—0.0%0.0%

SMH0.0%—0.0%

PAVE0.0%0.0%—

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

Income After Fees on $10,000

$128most kept, XDEF

XDEF$163 − $35 = $128

PAVE$81 − $47 = $34

SMH$23 − $35 = −$12

KeptFee

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