Compare · 3 funds side by side · dividends reinvested

IFRA, VIG and SMH

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$34,950SMH · best of the three

02 / 04

IFRA, VIG and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B1.8

VanEck Semiconductor ETFThematic · AI & semis0.35%0.24%+28.8%+29.5%+48.9%+28.4%−33.1%42.9%$57.7B2.0

iShares U.S. Infrastructure ETFThematic · Infrastructure0.30%1.82%+7.6%+8.5%+18.5%+11.2%−13.7%15.5%$3.9B2.3

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

End-of-day Nov 6, 2026 · returns include dividends · since: IFRA 2018 · VIG 2006 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

iShares U.S. Infrastructure ETF · $3.9B$17,009

IFRA

VIG

Vanguard Dividend Appreciation ETF · $109B$16,243

$10,000 five years ago, dividends reinvested · they hold 6.8% in common

IFRAMeasureVIG

+7.6%Year to dateJan 1 → Nov 6+12.1%

+8.5%1 yearTotal return+14.3%

+18.5%3 years · per year$10,000 became $16,660 · $16,669+18.6%

+11.2%5 years · per year$10,000 became $17,009 · $16,243+10.2%

0.30%Expense ratio$30 · $4 a year on $10k · lower is better0.04%

1.82%Trailing 12-mo yield$182 · $150 a year on $10k1.50%

−13.7%Worst dropSmaller is better−7.9%

15.5%VolatilityLower is calmer10.8%

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

2–6VIG wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IFRA vs VIG: Top 5 Holdings

Today

IFRA

18.9%in top 5

VIG

in top 522.1%

IFRAStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

4.5%NEEnot top 5

4.3%UNPnot top 5

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

3.8%CSXnot top 5

3.2%SOnot top 5

3.1%PWRnot top 5

Held in common6.8%

End-of-day Nov 6, 2026 · share of each fund

IFRA vs VIG Returns, Every Period

iSharesIFRA

+11.2%

5 years, per year

VIGVanguard

+10.2%

5 years, per year

IFRAVIGFaded: behind in that period

1–3VIG wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Thematic vs Income: IFRA vs VIG

YTD

iSharesIFRA

+7.6%

VIGVanguard

+12.1%

+7.6%Year to date+12.1%

−13.7%Worst drop · 1Y−7.9%

15.5%Volatility · 1Y10.8%

1.8%Yield1.5%

$3.9BAssets$109B

3–1VIG wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IFRA, VIG, SMH

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

IFRA0.30%$30

SMH0.35%$35

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: IFRA, VIG, SMH

1.82%highest, IFRA

FundTrailing yieldYield$10k

IFRA1.82%$182

VIG1.50%$150

SMH0.24%$24

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$152most kept, IFRA

IFRA$182 − $30 = $152

VIG$150 − $4 = $146

SMH$24 − $35 = −$11

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: IFRA, VIG, SMH

Today

10.3%most shared, VIG and SMH

IFRAVIGSMH

IFRA—6.8%0.0%

VIG6.8%—10.3%

SMH0.0%10.3%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+29.5%SMH, at 42.9% volatility

VIGWorst drop−7.9%10.8% vol

IFRAWorst drop−13.7%15.5% vol

SMHWorst drop−33.1%42.9% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

IFRASMH

+7.6%Year to date+28.8%

1.8%Yield0.2%

+8.5%Past year+29.5%

0.30%Fee0.35%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

SOXX vs SMH

YTD

iSharesSOXX

+36.2%

SMHVanEck

+28.8%

+36.2%Year to date+28.8%

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

$37.6BAssets$57.7B

2–0SOXX wins

End-of-day Nov 6, 2026

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026