Compare · 3 funds side by side · dividends reinvested

IFRA, IPAV and SMH

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$38,820SMH · best of the three

02 / 04

IFRA, IPAV and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares U.S. Infrastructure ETFThematic · Infrastructure0.30%1.75%+11.5%+12.3%+20.7%+12.2%−13.7%15.1%$4.0B1.5

VanEck Semiconductor ETFThematic · AI & semis0.35%0.22%+40.0%+38.2%+54.7%+31.2%−24.6%41.2%$65.4B1.9

Global X Infrastructure Development ex-U.S. ETFThematic · Infrastructure0.55%1.57%+3.7%+7.6%[…][…]−17.2%19.2%$6M2.5

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

End-of-day Nov 4, 2026 · returns include dividends · since: IFRA 2018 · IPAV 2024 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

iShares U.S. Infrastructure ETF · $4.0B$17,812

IFRA

IPAV

Global X Infrastructure Development ex-U.S. ETF · $6M[…]

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

IFRAMeasureIPAV

+11.5%Year to dateJan 1 → Nov 4+3.7%

+12.3%1 yearTotal return+7.6%

+20.7%3 years · per year$10,000 became $17,580 · […][…]

+12.2%5 years · per year$10,000 became $17,812 · […][…]

0.30%Expense ratio$30 · $55 a year on $10k · lower is better0.55%

1.75%Trailing 12-mo yield$175 · $157 a year on $10k1.57%

−13.7%Worst dropSmaller is better−17.2%

15.1%VolatilityLower is calmer19.2%

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

6–0IFRA wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IFRA vs IPAV: Top 5 Holdings

Today

IFRA

18.8%in top 5

IPAV

in top 517.0%

IFRAStockIPAV

4.2%UNPnot top 5

4.1%NEEnot top 5

3.8%PWRnot top 5

not top 5CNR.TO3.7%

3.6%CSXnot top 5

not top 5CP.TO3.6%

not top 5LT.NS3.4%

not top 55401.T3.1%

not top 5HOLN.SW3.1%

3.1%CATnot top 5

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

IFRA vs IPAV Returns, Every Period

iSharesIFRA

+12.3%

past year

IPAVGlobal X

+7.6%

past year

IFRAIPAVFaded: behind in that period

2–0IFRA wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

IFRA vs IPAV

YTD

iSharesIFRA

+11.5%

IPAVGlobal X

+3.7%

+11.5%Year to date+3.7%

−13.7%Worst drop · 1Y−17.2%

15.1%Volatility · 1Y19.2%

1.8%Yield1.6%

$4.0BAssets$5.9M

4–0IFRA wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IFRA, IPAV, SMH

Today

0.30%lowest, IFRA

FundExpense ratioFee$10k

IFRA0.30%$30

SMH0.35%$35

IPAV0.55%$55

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: IFRA, IPAV, SMH

1.75%highest, IFRA

FundTrailing yieldYield$10k

IFRA1.75%$175

IPAV1.57%$157

SMH0.22%$22

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$145most kept, IFRA

IFRA$175 − $30 = $145

IPAV$157 − $55 = $102

SMH$22 − $35 = −$13

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: IFRA, IPAV, SMH

Today

0.0%most shared, IFRA and IPAV

IFRAIPAVSMH

IFRA—0.0%0.0%

IPAV0.0%—0.0%

SMH0.0%0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+38.2%SMH, at 41.2% volatility

IFRAWorst drop−13.7%15.1% vol

IPAVWorst drop−17.2%19.2% vol

SMHWorst drop−24.6%41.2% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

IFRASMH

+11.5%Year to date+40.0%

1.8%Yield0.2%

+12.3%Past year+38.2%

0.30%Fee0.35%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SOXX vs SMH

YTD

iSharesSOXX

+49.8%

SMHVanEck

+40.0%

+49.8%Year to date+40.0%

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

$42.6BAssets$65.4B

2–0SOXX wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026