Compare · 4 funds side by side · dividends reinvested

NFRA, IPAV, SMH and CIBR

NFRAFlexShares×IPAVGlobal X×SMHVanEck×CIBRFirst Trust×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$33,824SMH · best of the four

02 / 04

NFRA, IPAV, SMH and CIBR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Northern Trust STOXX Global Broad Infrastructure ETFThematic · Infrastructure0.48%5.74%+8.4%+10.4%+14.8%+5.6%−7.3%11.0%$3.1B2.1

VanEck Semiconductor ETFThematic · AI & semis0.35%0.25%+24.3%+27.3%+48.4%+27.6%−33.1%42.8%$57.7B2.3

First Trust Nasdaq Cybersecurity ETFThematic · Cyber & cloud0.58%0.43%+27.7%+21.3%+27.4%+11.8%−20.6%31.1%$16.9B2.5

Global X Infrastructure Development ex-U.S. ETFThematic · Infrastructure0.55%1.62%+0.4%+5.4%[…][…]−17.2%19.5%$6M2.8

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

End-of-day Nov 5, 2026 · returns include dividends · since: NFRA 2013 · IPAV 2024 · SMH 2011 · CIBR 2015

Head to Head

Swap sides Versus in desk

Head to Head

Northern Trust STOXX Global Broad Infrastructure ETF · $3.1B$13,116

NFRA

IPAV

Global X Infrastructure Development ex-U.S. ETF · $6M[…]

$10,000 five years ago, dividends reinvested · they hold 7.8% in common

NFRAMeasureIPAV

+8.4%Year to dateJan 1 → Nov 5+0.4%

+10.4%1 yearTotal return+5.4%

+14.8%3 years · per year$10,000 became $15,144 · […][…]

+5.6%5 years · per year$10,000 became $13,116 · […][…]

0.48%Expense ratio$48 · $55 a year on $10k · lower is better0.55%

5.74%Trailing 12-mo yield$574 · $162 a year on $10k1.62%

−7.3%Worst dropSmaller is better−17.2%

11.0%VolatilityLower is calmer19.5%

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

6–0NFRA wins

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

More Ways to See the Pairs

NFRA vs IPAV: Top 5 Holdings

Today

NFRA

15.5%in top 5

IPAV

in top 517.2%

NFRAStockIPAV

3.8%CP.TO3.6%

3.3%CNR.TO3.8%

not top 5LT.NS3.4%

not top 5HOLN.SW3.2%

not top 5HEI.DE3.2%

3.0%DHL.DEnot top 5

2.7%DTE.DEnot top 5

2.7%9984.Tnot top 5

Held in common7.8%

End-of-day Nov 5, 2026 · share of each fund

NFRA vs IPAV Returns, Every Period

FlexSharesNFRA

+10.4%

past year

IPAVGlobal X

+5.4%

past year

NFRAIPAVFaded: behind in that period

2–0NFRA wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

NFRA vs IPAV

YTD

FlexSharesNFRA

+8.4%

IPAVGlobal X

+0.4%

+8.4%Year to date+0.4%

−7.3%Worst drop · 1Y−17.2%

11.0%Volatility · 1Y19.5%

5.7%Yield1.6%

$3.1BAssets$6.0M

4–0NFRA wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: NFRA, IPAV, SMH, CIBR

Today

0.35%lowest, SMH

FundExpense ratioFee$10k

SMH0.35%$35

NFRA0.48%$48

IPAV0.55%$55

CIBR0.58%$58

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: NFRA, IPAV, SMH, CIBR

5.74%highest, NFRA

FundTrailing yieldYield$10k

NFRA5.74%$574

IPAV1.62%$162

CIBR0.43%$43

SMH0.25%$25

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$526most kept, NFRA

NFRA$574 − $48 = $526

IPAV$162 − $55 = $107

SMH$25 − $35 = −$10

CIBR$43 − $58 = −$15

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: NFRA, IPAV, SMH, CIBR

Today

7.8%most shared, NFRA and IPAV

NFRAIPAVSMHCIBR

NFRA—7.8%0.0%0.0%

IPAV7.8%—0.0%0.0%

SMH0.0%0.0%—5.8%

CIBR0.0%0.0%5.8%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+27.3%SMH, at 42.8% volatility

NFRAWorst drop−7.3%11.0% vol

IPAVWorst drop−17.2%19.5% vol

CIBRWorst drop−20.6%31.1% vol

SMHWorst drop−33.1%42.8% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

NFRACIBR

+8.4%Year to date+27.7%

5.7%Yield0.4%

+10.4%Past year+21.3%

0.48%Fee0.58%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Four

SOXX vs SMH

YTD

iSharesSOXX

+31.6%

SMHVanEck

+24.3%

+31.6%Year to date+24.3%

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

$37.6BAssets$57.7B

2–0SOXX wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026