Compare · 3 funds side by side · dividends reinvested

BILD, IFRA and SMH

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$36,298SMH · best of the three

02 / 04

BILD, IFRA and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Nomura Global Listed Infrastructure ETFThematic · Infrastructure0.49%4.79%+11.2%+12.7%[…][…]−9.8%11.8%$8M1.8

VanEck Semiconductor ETFThematic · AI & semis0.35%0.23%+35.3%+39.3%+50.1%+29.4%−33.1%43.1%$60.7B1.9

iShares U.S. Infrastructure ETFThematic · Infrastructure0.30%1.76%+10.9%+12.7%+18.8%+11.6%−13.7%15.8%$4.0B2.0

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: BILD 2023 · IFRA 2018 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

Nomura Global Listed Infrastructure ETF · $8M[…]

BILD

IFRA

iShares U.S. Infrastructure ETF · $4.0B$17,293

$10,000 five years ago, dividends reinvested · they hold 17.5% in common

BILDMeasureIFRA

+11.2%Year to dateJan 1 → Nov 9+10.9%

+12.7%1 yearTotal return+12.7%

[…]3 years · per year$10,000 became […] · $16,765+18.8%

[…]5 years · per year$10,000 became […] · $17,293+11.6%

0.49%Expense ratio$49 · $30 a year on $10k · lower is better0.30%

4.79%Trailing 12-mo yield$479 · $176 a year on $10k1.76%

−9.8%Worst dropSmaller is better−13.7%

11.8%VolatilityLower is calmer15.8%

BILDIFRA Winner of the row, in its colourEach row: the bigger of the two fills its side

4–1BILD wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

BILD vs IFRA: Top 5 Holdings

Today

BILD

23.3%in top 5

IFRA

in top 518.8%

BILDStockIFRA

7.0%AGPXXnot top 5

4.4%ASRnot top 5

not top 5NEE4.4%

not top 5UNP4.2%

4.2%UU.Lnot top 5

3.9%NG.Lnot top 5

3.7%ENB.TOnot top 5

not top 5CSX3.7%

not top 5PWR3.3%

not top 5SO3.2%

Held in common17.5%

End-of-day Nov 9, 2026 · share of each fund

BILD vs IFRA Returns, Every Period

NomuraBILD

+12.7%

past year

IFRAiShares

+12.7%

past year

BILDIFRAFaded: behind in that period

1–0BILD wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

BILD vs IFRA

YTD

NomuraBILD

+11.2%

IFRAiShares

+10.9%

+11.2%Year to date+10.9%

−9.8%Worst drop · 1Y−13.7%

11.8%Volatility · 1Y15.8%

4.8%Yield1.8%

$8.1MAssets$4.0B

4–0BILD wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BILD, IFRA, SMH

Today

0.30%lowest, IFRA

FundExpense ratioFee$10k

IFRA0.30%$30

SMH0.35%$35

BILD0.49%$49

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: BILD, IFRA, SMH

4.79%highest, BILD

FundTrailing yieldYield$10k

BILD4.79%$479

IFRA1.76%$176

SMH0.23%$23

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$430most kept, BILD

BILD$479 − $49 = $430

IFRA$176 − $30 = $146

SMH$23 − $35 = −$12

KeptFee

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

Overlap: BILD, IFRA, SMH

Today

17.5%most shared, BILD and IFRA

BILDIFRASMH

BILD—17.5%0.0%

IFRA17.5%—0.0%

SMH0.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

+39.3%SMH, at 43.1% volatility

BILDWorst drop−9.8%11.8% vol

IFRAWorst drop−13.7%15.8% vol

SMHWorst drop−33.1%43.1% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

BILDSMH

+11.2%Year to date+35.3%

4.8%Yield0.2%

+12.7%Past year+39.3%

0.49%Fee0.35%

3–1SMH wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

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