Compare · 4 funds side by side · dividends reinvested

IFRA, SMH, DRAM and CIBR

IFRAiShares×SMHVanEck×DRAMRoundhill×CIBRFirst Trust×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$36,298SMH · best of the four

02 / 04

IFRA, SMH, DRAM and CIBR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VanEck Semiconductor ETFThematic · AI & semis0.35%0.23%+35.3%+39.3%+50.1%+29.4%−33.1%43.1%$60.7B1.9

iShares U.S. Infrastructure ETFThematic · Infrastructure0.30%1.76%+10.9%+12.7%+18.8%+11.6%−13.7%15.8%$4.0B2.0

First Trust Nasdaq Cybersecurity ETFThematic · Cyber & cloud0.58%0.42%+32.8%+27.5%+28.7%+12.4%−20.6%31.3%$15.8B2.1

Roundhill Memory ETFThematic · AI & semis0.65%0.00%[…][…][…][…][…][…]$14.7B4.0

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: IFRA 2018 · SMH 2011 · DRAM 2026 · CIBR 2015

Head to Head

Swap sides Versus in desk

Head to Head

iShares U.S. Infrastructure ETF · $4.0B$17,293

IFRA

SMH

VanEck Semiconductor ETF · $60.7B$36,298

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

IFRAMeasureSMH

+10.9%Year to dateJan 1 → Nov 9+35.3%

+12.7%1 yearTotal return+39.3%

+18.8%3 years · per year$10,000 became $16,765 · $33,815+50.1%

+11.6%5 years · per year$10,000 became $17,293 · $36,298+29.4%

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

1.76%Trailing 12-mo yield$176 · $23 a year on $10k0.23%

−13.7%Worst dropSmaller is better−33.1%

15.8%VolatilityLower is calmer43.1%

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

4–4Level

End-of-day Nov 9, 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 547.7%

IFRAStockSMH

not top 5NVDA20.7%

not top 5TSM10.0%

not top 5TXN5.9%

not top 5AVGO5.7%

not top 5AMD5.4%

4.4%NEEnot top 5

4.2%UNPnot top 5

3.7%CSXnot top 5

3.3%PWRnot top 5

3.2%SOnot top 5

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

IFRA vs SMH Returns, Every Period

iSharesIFRA

+11.6%

5 years, per year

SMHVanEck

+29.4%

5 years, per year

IFRASMHFaded: behind in that period

0–4SMH wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

IFRA vs CIBR

YTD

iSharesIFRA

+10.9%

CIBRFirst Trust

+32.8%

+10.9%Year to date+32.8%

−13.7%Worst drop · 1Y−20.6%

15.8%Volatility · 1Y31.3%

1.8%Yield0.4%

$4.0BAssets$15.8B

3–1IFRA wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IFRA, SMH, DRAM, CIBR

Today

0.30%lowest, IFRA

FundExpense ratioFee$10k

IFRA0.30%$30

SMH0.35%$35

CIBR0.58%$58

DRAM0.65%$65

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: IFRA, SMH, DRAM, CIBR

1.76%highest, IFRA

FundTrailing yieldYield$10k

IFRA1.76%$176

CIBR0.42%$42

SMH0.23%$23

DRAM0.00%$0

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$146most kept, IFRA

IFRA$176 − $30 = $146

SMH$23 − $35 = −$12

CIBR$42 − $58 = −$16

DRAM$0 − $65 = −$65

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: IFRA, SMH, DRAM, CIBR

Today

5.7%most shared, SMH and CIBR

IFRASMHDRAMCIBR

IFRA—0.0%0.0%0.0%

SMH0.0%—3.1%5.7%

DRAM0.0%3.1%—0.0%

CIBR0.0%5.7%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+39.3%SMH, at 43.1% volatility

IFRAWorst drop−13.7%15.8% vol

CIBRWorst drop−20.6%31.3% vol

SMHWorst drop−33.1%43.1% vol

DRAMWorst drop[…][…]

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

IFRASMH

+10.9%Year to date+35.3%

1.8%Yield0.2%

+12.7%Past year+39.3%

0.30%Fee0.35%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SOXX vs SMH

YTD

iSharesSOXX

+46.5%

SMHVanEck

+35.3%

+46.5%Year to date+35.3%

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

$37.5BAssets$60.7B

2–0SOXX wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026