Compare · 3 funds side by side · dividends reinvested

NFRA, EWW 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

NFRA, EWW and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VanEck Semiconductor ETFThematic · AI & semis0.35%0.24%+28.8%+29.5%+48.9%+28.4%−33.1%42.9%$60.7B1.8

Northern Trust STOXX Global Broad Infrastructure ETFThematic · Infrastructure0.48%5.79%+7.4%+9.2%+14.1%+5.6%−7.3%11.0%$3.0B2.1

iShares MSCI Mexico ETFInternational · Region & country0.50%3.21%+12.3%+18.1%+14.7%+13.3%−14.0%21.9%$1.7B2.1

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

End-of-day Nov 6, 2026 · returns include dividends · since: NFRA 2013 · EWW 1996 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

Northern Trust STOXX Global Broad Infrastructure ETF · $3.0B$13,102

NFRA

EWW

iShares MSCI Mexico ETF · $1.7B$18,672

$10,000 five years ago, dividends reinvested · they hold 0.9% in common

NFRAMeasureEWW

+7.4%Year to dateJan 1 → Nov 6+12.3%

+9.2%1 yearTotal return+18.1%

+14.1%3 years · per year$10,000 became $14,866 · $15,103+14.7%

+5.6%5 years · per year$10,000 became $13,102 · $18,672+13.3%

0.48%Expense ratio$48 · $50 a year on $10k · lower is better0.50%

5.79%Trailing 12-mo yield$579 · $321 a year on $10k3.21%

−7.3%Worst dropSmaller is better−14.0%

11.0%VolatilityLower is calmer21.9%

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

4–4Level

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

More Ways to See the Pairs

NFRA vs EWW: Top 5 Holdings

Today

NFRA

15.4%in top 5

EWW

in top 547.0%

NFRAStockEWW

not top 5GMEXICOB14.3%

not top 5GFNORTEO11.2%

not top 5FEMSAUBD8.9%

not top 5AMXB.MX8.0%

not top 5WALMEX.M4.6%

3.8%CP.TOnot top 5

3.2%CNR.TOnot top 5

3.0%DHL.DEnot top 5

2.7%DTE.DEnot top 5

2.6%IBE.MCnot top 5

Held in common0.9%

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

NFRA vs EWW Returns, Every Period

FlexSharesNFRA

+5.6%

5 years, per year

EWWiShares

+13.3%

5 years, per year

NFRAEWWFaded: behind in that period

0–4EWW wins

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

Thematic vs International: NFRA vs EWW

YTD

FlexSharesNFRA

+7.4%

EWWiShares

+12.3%

+7.4%Year to date+12.3%

−7.3%Worst drop · 1Y−14.0%

11.0%Volatility · 1Y21.9%

5.8%Yield3.2%

$3.0BAssets$1.7B

3–1NFRA wins

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

Cost, Income and Risk

Fees: NFRA, EWW, SMH

Today

0.35%lowest, SMH

FundExpense ratioFee$10k

SMH0.35%$35

NFRA0.48%$48

EWW0.50%$50

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

Yields: NFRA, EWW, SMH

5.79%highest, NFRA

FundTrailing yieldYield$10k

NFRA5.79%$579

EWW3.21%$321

SMH0.24%$24

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

Income After Fees on $10,000

$531most kept, NFRA

NFRA$579 − $48 = $531

EWW$321 − $50 = $271

SMH$24 − $35 = −$11

KeptFee

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

Overlap: NFRA, EWW, SMH

Today

0.9%most shared, NFRA and EWW

NFRAEWWSMH

NFRA—0.9%0.0%

EWW0.9%—0.0%

SMH0.0%0.0%—

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

NFRAWorst drop−7.3%11.0% vol

EWWWorst drop−14.0%21.9% 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

NFRASMH

+7.4%Year to date+28.8%

5.8%Yield0.2%

+9.2%Past year+29.5%

0.48%Fee0.35%

3–1SMH wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 6, 2026

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026