Compare · 3 funds side by side · dividends reinvested

BLDX, IFRA and SMH

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$34,950SMH · best of the three

02 / 04

BLDX, IFRA and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares U.S. Infrastructure ETFThematic · Infrastructure0.30%1.82%+7.6%+8.5%+18.5%+11.2%−13.7%15.5%$3.9B1.5

VanEck Semiconductor ETFThematic · AI & semis0.35%0.24%+28.8%+29.5%+48.9%+28.4%−33.1%42.9%$57.7B1.6

Impax Global Infrastructure ETFThematic · Infrastructure0.60%0.99%[…][…][…][…][…][…]$105M2.5

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

End-of-day Nov 6, 2026 · returns include dividends · since: BLDX 2026 · IFRA 2018 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

Impax Global Infrastructure ETF · $105M[…]

BLDX

IFRA

iShares U.S. Infrastructure ETF · $3.9B$17,009

$10,000 five years ago, dividends reinvested · they hold 12.1% in common

BLDXMeasureIFRA

[…]Year to dateJan 1 → Nov 6+7.6%

[…]1 yearTotal return+8.5%

[…]3 years · per year$10,000 became […] · $16,660+18.5%

[…]5 years · per year$10,000 became […] · $17,009+11.2%

0.60%Expense ratio$60 · $30 a year on $10k · lower is better0.30%

0.99%Trailing 12-mo yield$99 · $182 a year on $10k1.82%

[…]Worst dropSmaller is better−13.7%

[…]VolatilityLower is calmer15.5%

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

0–2IFRA wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

BLDX vs IFRA: Top 5 Holdings

Today

BLDX

21.9%in top 5

IFRA

in top 518.9%

BLDXStockIFRA

4.6%IBE.MCnot top 5

4.5%NG.Lnot top 5

not top 5NEE4.5%

4.4%UNP4.3%

4.3%VMCnot top 5

4.3%AWKnot top 5

not top 5CSX3.8%

not top 5SO3.2%

not top 5PWR3.1%

Held in common12.1%

End-of-day Nov 6, 2026 · share of each fund

BLDX vs IFRA Returns, Every Period

ImpaxBLDX

[…]

past year

IFRAiShares

+8.5%

past year

Returns […]

BLDXIFRAFaded: behind in that period

0–0Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

BLDX vs IFRA

YTD

ImpaxBLDX

[…]

IFRAiShares

+7.6%

[…]Year to date+7.6%

[…]Worst drop · 1Y−13.7%

[…]Volatility · 1Y15.5%

1.0%Yield1.8%

$105MAssets$3.9B

1–0IFRA wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BLDX, IFRA, SMH

Today

0.30%lowest, IFRA

FundExpense ratioFee$10k

IFRA0.30%$30

SMH0.35%$35

BLDX0.60%$60

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: BLDX, IFRA, SMH

1.82%highest, IFRA

FundTrailing yieldYield$10k

IFRA1.82%$182

BLDX0.99%$99

SMH0.24%$24

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$152most kept, IFRA

IFRA$182 − $30 = $152

BLDX$99 − $60 = $39

SMH$24 − $35 = −$11

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: BLDX, IFRA, SMH

Today

12.1%most shared, BLDX and IFRA

BLDXIFRASMH

BLDX—12.1%2.0%

IFRA12.1%—0.0%

SMH2.0%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+29.5%SMH, at 42.9% volatility

IFRAWorst drop−13.7%15.5% vol

SMHWorst drop−33.1%42.9% vol

BLDXWorst drop[…][…]

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

IFRASMH

+7.6%Year to date+28.8%

1.8%Yield0.2%

+8.5%Past year+29.5%

0.30%Fee0.35%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SOXX vs SMH

YTD

iSharesSOXX

+36.2%

SMHVanEck

+28.8%

+36.2%Year to date+28.8%

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

$37.6BAssets$57.7B

2–0SOXX wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026