Compare · 3 funds side by side · dividends reinvested

IFRA, SMH and CIBR

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, SMH and CIBR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VanEck Semiconductor ETFThematic · AI & semis0.35%0.22%+40.0%+38.2%+54.7%+31.2%−24.6%41.2%$65.8B1.9

iShares U.S. Infrastructure ETFThematic · Infrastructure0.30%1.75%+11.5%+12.3%+20.7%+12.2%−13.7%15.1%$4.1B2.0

First Trust Nasdaq Cybersecurity ETFThematic · Cyber & cloud0.58%0.40%+36.6%+26.6%+31.0%+13.5%−21.1%30.5%$16.8B2.1

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 · SMH 2011 · CIBR 2015

Head to Head

Swap sides Versus in desk

Head to Head

iShares U.S. Infrastructure ETF · $4.1B$17,812

IFRA

SMH

VanEck Semiconductor ETF · $65.8B$38,820

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

IFRAMeasureSMH

+11.5%Year to dateJan 1 → Nov 4+40.0%

+12.3%1 yearTotal return+38.2%

+20.7%3 years · per year$10,000 became $17,580 · $37,049+54.7%

+12.2%5 years · per year$10,000 became $17,812 · $38,820+31.2%

0.30%Expense ratio$30 · $35 a year on $10k · lower is better0.35%

1.75%Trailing 12-mo yield$175 · $22 a year on $10k0.22%

−13.7%Worst dropSmaller is better−24.6%

15.1%VolatilityLower is calmer41.2%

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

4–4Level

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 SMH: Top 5 Holdings

Today

IFRA

18.8%in top 5

SMH

in top 547.1%

IFRAStockSMH

not top 5NVDA20.6%

not top 5TSM9.6%

not top 5TXN6.0%

not top 5AVGO5.8%

not top 5AMD5.2%

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 common0.0%

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

IFRA vs SMH Returns, Every Period

iSharesIFRA

+12.2%

5 years, per year

SMHVanEck

+31.2%

5 years, per year

IFRASMHFaded: behind in that period

0–4SMH wins

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

IFRA vs CIBR

YTD

iSharesIFRA

+11.5%

CIBRFirst Trust

+36.6%

+11.5%Year to date+36.6%

−13.7%Worst drop · 1Y−21.1%

15.1%Volatility · 1Y30.5%

1.8%Yield0.4%

$4.1BAssets$16.8B

3–1IFRA wins

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

Cost, Income and Risk

Fees: IFRA, SMH, CIBR

Today

0.30%lowest, IFRA

FundExpense ratioFee$10k

IFRA0.30%$30

SMH0.35%$35

CIBR0.58%$58

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

Yields: IFRA, SMH, CIBR

1.75%highest, IFRA

FundTrailing yieldYield$10k

IFRA1.75%$175

CIBR0.40%$40

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

SMH$22 − $35 = −$13

CIBR$40 − $58 = −$18

KeptFee

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

Overlap: IFRA, SMH, CIBR

Today

5.8%most shared, SMH and CIBR

IFRASMHCIBR

IFRA—0.0%0.0%

SMH0.0%—5.8%

CIBR0.0%5.8%—

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

CIBRWorst drop−21.1%30.5% 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

$44.3BAssets$65.8B

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%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026