Compare · 3 funds side by side · dividends reinvested

IFRA, PIPE 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, PIPE and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco SteelPath MLP & Energy Infrastructure ETFThematic · Infrastructure0.75%4.03%+23.7%+29.9%[…][…]−9.1%17.0%$65M1.8

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

iShares U.S. Infrastructure ETFThematic · Infrastructure0.30%1.75%+11.5%+12.3%+20.7%+12.2%−13.7%15.1%$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 4, 2026 · returns include dividends · since: IFRA 2018 · PIPE 2025 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

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

IFRA

PIPE

Invesco SteelPath MLP & Energy Infrastructure ETF · $65M[…]

$10,000 five years ago, dividends reinvested · they hold 8.5% in common

IFRAMeasurePIPE

+11.5%Year to dateJan 1 → Nov 4+23.7%

+12.3%1 yearTotal return+29.9%

+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 · $75 a year on $10k · lower is better0.75%

1.75%Trailing 12-mo yield$175 · $403 a year on $10k4.03%

−13.7%Worst dropSmaller is better−9.1%

15.1%VolatilityLower is calmer17.0%

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

2–4PIPE 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 PIPE: Top 5 Holdings

Today

IFRA

18.8%in top 5

PIPE

in top 533.0%

IFRAStockPIPE

not top 5TRGP8.9%

not top 5PAGP6.7%

not top 5WMB6.3%

not top 5TRP5.7%

not top 5LNG5.5%

4.2%UNPnot top 5

4.1%NEEnot top 5

3.8%PWRnot top 5

3.6%CSXnot top 5

3.1%CATnot top 5

Held in common8.5%

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

IFRA vs PIPE Returns, Every Period

iSharesIFRA

+12.3%

past year

PIPEInvesco

+29.9%

past year

IFRAPIPEFaded: behind in that period

0–2PIPE wins

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

IFRA vs PIPE

YTD

iSharesIFRA

+11.5%

PIPEInvesco

+23.7%

+11.5%Year to date+23.7%

−13.7%Worst drop · 1Y−9.1%

15.1%Volatility · 1Y17.0%

1.8%Yield4.0%

$4.0BAssets$65.0M

3–1PIPE wins

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

Cost, Income and Risk

Fees: IFRA, PIPE, SMH

Today

0.30%lowest, IFRA

FundExpense ratioFee$10k

IFRA0.30%$30

SMH0.35%$35

PIPE0.75%$75

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

Yields: IFRA, PIPE, SMH

4.03%highest, PIPE

FundTrailing yieldYield$10k

PIPE4.03%$403

IFRA1.75%$175

SMH0.22%$22

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

Income After Fees on $10,000

$328most kept, PIPE

PIPE$403 − $75 = $328

IFRA$175 − $30 = $145

SMH$22 − $35 = −$13

KeptFee

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

Overlap: IFRA, PIPE, SMH

Today

8.5%most shared, IFRA and PIPE

IFRAPIPESMH

IFRA—8.5%0.0%

PIPE8.5%—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

PIPEWorst drop−9.1%17.0% 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

PIPESMH

+23.7%Year to date+40.0%

4.0%Yield0.2%

+29.9%Past year+38.2%

0.75%Fee0.35%

3–1SMH wins

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