Compare · 3 funds side by side · dividends reinvested

IFRA, POWR and XLU

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,734IFRA · best of the three

02 / 04

IFRA, POWR and XLU, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares U.S. Infrastructure ETFThematic · Infrastructure0.30%1.73%+12.8%+13.4%+21.5%+12.1%−13.7%15.1%$4.1B1.4

iShares U.S. Power Infrastructure ETFThematic · Infrastructure0.39%6.25%+9.2%+6.3%+6.2%+10.7%−13.8%18.2%$454M2.3

State Street Utilities Select Sector SPDR ETFSectors · Utilities0.08%2.79%+3.8%+0.2%+17.4%+8.4%−16.1%15.7%$24.3B2.4

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

End-of-day Nov 3, 2026 · returns include dividends · since: IFRA 2018 · POWR 2012 · XLU 1998

Head to Head

Swap sides Versus in desk

Head to Head

iShares U.S. Infrastructure ETF · $4.1B$17,734

IFRA

POWR

iShares U.S. Power Infrastructure ETF · $454M$16,619

$10,000 five years ago, dividends reinvested · they hold 39.4% in common

IFRAMeasurePOWR

+12.8%Year to dateJan 1 → Nov 3+9.2%

+13.4%1 yearTotal return+6.3%

+21.5%3 years · per year$10,000 became $17,919 · $11,992+6.2%

+12.1%5 years · per year$10,000 became $17,734 · $16,619+10.7%

0.30%Expense ratio$30 · $39 a year on $10k · lower is better0.39%

1.73%Trailing 12-mo yield$173 · $625 a year on $10k6.25%

−13.7%Worst dropSmaller is better−13.8%

15.1%VolatilityLower is calmer18.2%

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

7–1IFRA wins

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

More Ways to See the Pairs

IFRA vs POWR: Top 5 Holdings

Today

IFRA

18.7%in top 5

POWR

in top 528.2%

IFRAStockPOWR

4.1%NEE6.2%

3.6%PWR6.1%

not top 5GEV5.5%

not top 5ETN5.5%

not top 5EQT4.9%

4.2%UNPnot top 5

3.7%CSXnot top 5

3.1%CATnot top 5

Held in common39.4%

End-of-day Nov 3, 2026 · share of each fund

IFRA vs POWR Returns, Every Period

iSharesIFRA

+12.1%

5 years, per year

POWRiShares

+10.7%

5 years, per year

IFRAPOWRFaded: behind in that period

4–0IFRA wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

IFRA vs POWR

YTD

iSharesIFRA

+12.8%

POWRiShares

+9.2%

+12.8%Year to date+9.2%

−13.7%Worst drop · 1Y−13.8%

15.1%Volatility · 1Y18.2%

1.7%Yield6.3%

$4.1BAssets$454M

3–1IFRA wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IFRA, POWR, XLU

Today

0.08%lowest, XLU

FundExpense ratioFee$10k

XLU0.08%$8

IFRA0.30%$30

POWR0.39%$39

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: IFRA, POWR, XLU

6.25%highest, POWR

FundTrailing yieldYield$10k

POWR6.25%$625

XLU2.79%$279

IFRA1.73%$173

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$586most kept, POWR

POWR$625 − $39 = $586

XLU$279 − $8 = $271

IFRA$173 − $30 = $143

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: IFRA, POWR, XLU

Today

49.2%most shared, POWR and XLU

IFRAPOWRXLU

IFRA—39.4%38.0%

POWR39.4%—49.2%

XLU38.0%49.2%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+13.4%IFRA, at 15.1% volatility

IFRAWorst drop−13.7%15.1% vol

XLUWorst drop−16.1%15.7% vol

POWRWorst drop−13.8%18.2% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

POWRIFRA

+9.2%Year to date+12.8%

6.3%Yield1.7%

+6.3%Past year+13.4%

0.39%Fee0.30%

3–1IFRA wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026