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Data as of .

DRAM vs PAVE: which is really different?

DRAM and PAVE hold 0% of their weight in the same names.

Roundhill Memory ETF and Global X U.S. Infrastructure Development ETF, side by side, thematic ETFs on ETFIQ.

20.0%DRAM in the S&P 500
63.1%PAVE in the S&P 500
+112.9%DRAM total return, 1 year
+15.7%PAVE total return, 1 year

ETFIQ Off-Index Score: PAVE scores higher

How much of it is not the index it is sold as an alternative to?

DRAM 40PAVE 420.1, the lowest in this set91.4, the highest

A percentile among the 349 thematic ETFs with a holdings filing. It is a position in a set, not a rating, and neither end of it is a recommendation. All thematic ETFs ranked by it · How it is computed

DRAM80% of its weight is outside the S&P 500 · 3 months to Sep 11, 2026
20%80%in the S&P 500of its weight outside the S&P 500active share 97% · top ten 97% of the fund · 13 holdings filed Jun 30, 2026 · Nasdaq-100: 20% in20%80%inoutside the S&P 500active share 97% · top ten 97% of the fund
PAVE37% of its weight is outside the S&P 500 · 1 year to Sep 11, 2026
63%37%of its weight in S&P 500 companiesof its weight outside the S&P 500active share 97% · top ten 32% of the fund · 102 holdings filed Sep 11, 2026 · Nasdaq-100: 6% in63%37%in the S&P 500outsideactive share 97% · top ten 32% of the fund

0% of the two portfolios are the same securities at the same weight.

Performance, window by window

DRAM and PAVE over each window. Every figure is an ETFIQ calculation with distributions reinvested. Source: ETFIQ.
WindowTotal returnvs the S&P 500vs the Nasdaq-100
DRAMPAVEDRAMPAVEDRAMPAVE
3 months−9.1%−6.2%−12.4 pts−9.5 pts−8.3 pts−5.4 pts
6 monthsnot published+8.0%not published−8.0 ptsnot published−12.7 pts
1 yearnot published+15.7%not published−1.8 ptsnot published−7.3 pts
3 yearsnot published+76.8%not published−1.1 ptsnot published−18.3 pts
Since launch+112.9%+289.6%+96.1 pts+14.1 pts+90.6 pts−194.1 pts
Open the live comparison on ETFIQ
DRAM and PAVE on the same fields, as of Sep 11, 2026. Source: ETFIQ.
DRAM
Roundhill Memory ETF
Holds 13 stocks in memory and storage, 20% of its weight in S&P 500 companies
PAVE
Global X U.S. Infrastructure Development ETF
Holds 102 stocks in infrastructure, 63% of its weight in S&P 500 companies
IssuerRoundhillGlobal X
ThemeMemory and storageInfrastructure
In the S&P 50020.0%63.1%
Active share vs the S&P 50096.8%97.2%
In the Nasdaq-10020.0%6.3%
Holdings13102
Top ten, share of the fund97.3%32.1%
Expense ratio0.65%0.47%
Fee for the differing part0.67%0.48%
Total return, 1 year+112.9% (since launch on Apr 2, 2026)+15.7%
vs the S&P 500+96.1 pts−1.8 pts
vs the Nasdaq-100+90.6 pts−7.3 pts
Below its high−26.8%−9.7%

DRAM in plain words

By weight, 20% of DRAM's portfolio is stocks that are also in the S&P 500; its active share against the S&P 500 is 97%. The top ten holdings are 97% of the fund across 13 positions, as filed for Jun 30, 2026. Since it launched on Apr 2, 2026 the fund returned +112.9% with distributions reinvested against +16.8% for the S&P 500, so a holder was ahead by 96.1 pts. It sits 26.8% below its all-time high of Jun 22, 2026.

PAVE in plain words

By weight, 63% of PAVE's portfolio is stocks that are also in the S&P 500; its active share against the S&P 500 is 97%. The top ten holdings are 32% of the fund across 102 positions, as published by its issuer for Sep 11, 2026. Over the year to Sep 11, 2026 the fund returned +15.7% with distributions reinvested against +17.5% for the S&P 500, so a holder was behind by 1.8 pts. It sits 9.7% below its all-time high of Jun 25, 2026.

Questions people ask

Do DRAM and PAVE hold the same stocks?
By their latest filings, 0% of their books are the same securities at the same weight, which is mostly different names. Overlap is the sum of the smaller weight of every security they share.
Which is more different from the S&P 500, DRAM or PAVE?
DRAM has 20% of its weight in S&P 500 names and PAVE has 63%, so PAVE differs more from the index.
Which is cheaper, DRAM or PAVE?
DRAM charges 0.65% a year and PAVE charges 0.47%, so PAVE is cheaper. Fees come from each fund's prospectus.

Other comparisons

Where these figures came from

ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement.

DRAM against PAVE, ETFIQ, data as of Sep 11, 2026. Every figure is arithmetic on a named public source; the method is at etfiq.com/methodology. A comparison is not a recommendation.

Cite this page. ETFIQ, DRAM against PAVE, data as of Sep 11, 2026. https://etfiq.com/compare/themes/DRAM-PAVE Free to use with attribution; the underlying files are at Open data.

How every figure is computed · Standards and sources