Compare · 3 funds side by side · dividends reinvested

NFRA, SHPP 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, SHPP 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%$57.7B1.8

Northern Trust STOXX Global Broad Infrastructure ETFThematic · Infrastructure0.48%5.79%+7.4%+9.2%+14.1%+5.6%−7.3%11.0%$3.1B2.0

Pacer Industrials and Logistics ETFSectors · Industrials0.60%3.11%+16.5%+20.1%+15.1%[…]−11.1%16.1%$2M2.1

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 · SHPP 2022 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

Northern Trust STOXX Global Broad Infrastructure ETF · $3.1B$13,102

NFRA

SHPP

Pacer Industrials and Logistics ETF · $2M[…]

$10,000 five years ago, dividends reinvested · they hold 15.4% in common

NFRAMeasureSHPP

+7.4%Year to dateJan 1 → Nov 6+16.5%

+9.2%1 yearTotal return+20.1%

+14.1%3 years · per year$10,000 became $14,866 · $15,234+15.1%

+5.6%5 years · per year$10,000 became $13,102 · […][…]

0.48%Expense ratio$48 · $60 a year on $10k · lower is better0.60%

5.79%Trailing 12-mo yield$579 · $311 a year on $10k3.11%

−7.3%Worst dropSmaller is better−11.1%

11.0%VolatilityLower is calmer16.1%

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

4–3NFRA wins

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 SHPP: Top 5 Holdings

Today

NFRA

15.4%in top 5

SHPP

in top 538.6%

NFRAStockSHPP

not top 5SAP.DE12.0%

not top 5UNP9.3%

not top 5ABBN.SW7.9%

not top 5CSX5.0%

not top 5UPS4.4%

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 common15.4%

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

NFRA vs SHPP Returns, Every Period

FlexSharesNFRA

+9.2%

past year

SHPPPacer

+20.1%

past year

NFRASHPPFaded: behind in that period

0–3SHPP wins

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

Thematic vs Sector: NFRA vs SHPP

YTD

FlexSharesNFRA

+7.4%

SHPPPacer

+16.5%

+7.4%Year to date+16.5%

−7.3%Worst drop · 1Y−11.1%

11.0%Volatility · 1Y16.1%

5.8%Yield3.1%

$3.1BAssets$2.1M

3–1NFRA wins

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

Cost, Income and Risk

Fees: NFRA, SHPP, SMH

Today

0.35%lowest, SMH

FundExpense ratioFee$10k

SMH0.35%$35

NFRA0.48%$48

SHPP0.60%$60

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

Yields: NFRA, SHPP, SMH

5.79%highest, NFRA

FundTrailing yieldYield$10k

NFRA5.79%$579

SHPP3.11%$311

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

SHPP$311 − $60 = $251

SMH$24 − $35 = −$11

KeptFee

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

Overlap: NFRA, SHPP, SMH

Today

15.4%most shared, NFRA and SHPP

NFRASHPPSMH

NFRA—15.4%0.0%

SHPP15.4%—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

SHPPWorst drop−11.1%16.1% 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

$37.6BAssets$57.7B

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026