Compare · 3 funds side by side · dividends reinvested

NFRA, SMH and SCHD

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$35,624SMH · best of the three

Story of the three · IncomeMost incomeNFRA · 5.68% · $568 a year on $10k

Story of the three · RiskSmallest drop

NFRA, SMH and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.94%+33.8%+38.8%+19.5%+10.4%−6.9%11.8%$122B1.8

VanEck Semiconductor ETFThematic · AI & semis0.35%0.23%+34.3%+39.4%+48.6%+28.9%−33.1%43.1%$60.7B1.9

Northern Trust STOXX Global Broad Infrastructure ETFThematic · Infrastructure0.48%5.68%+9.4%+10.6%+13.6%+5.8%−7.3%11.2%$3.0B2.4

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

End-of-day Nov 10, 2026 · returns include dividends · since: NFRA 2013 · SMH 2011 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Northern Trust STOXX Global Broad Infrastructure ETF · $3.0B$13,258

NFRA

SMH

VanEck Semiconductor ETF · $60.7B$35,624

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

NFRA

More Ways to See the Pairs

NFRA vs SMH: Top 5 Holdings

Today

NFRA

15.3%in top 5

SMH

in top 546.4%

NFRAStockSMH

not top 5NVDA18.9%

not top 5TSM9.8%

not top 5TXN6.0%

not top 5AVGO5.9%

not top 5AMD5.8%

Cost, Income and Risk

Fees: NFRA, SMH, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

SMH0.35%$35

NFRA0.48%$48

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

Yields: NFRA, SMH, SCHD

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

SOXX vs SMH

YTD

iSharesSOXX

+46.3%

SMHVanEck

+34.3%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

Measure

SMH

+9.4%Year to dateJan 1 → Nov 10+34.3%

+10.6%1 yearTotal return+39.4%

+13.6%3 years · per year$10,000 became $14,651 · $32,788+48.6%

+5.8%5 years · per year$10,000 became $13,258 · $35,624+28.9%

0.48%Expense ratio$48 · $35 a year on $10k · lower is better0.35%

5.68%Trailing 12-mo yield$568 · $23 a year on $10k0.23%

−7.3%Worst dropSmaller is better−33.1%

11.2%VolatilityLower is calmer43.1%

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

3–5SMH wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

3.8%CP.TOnot top 5

3.3%CNR.TOnot top 5

2.9%DHL.DEnot top 5

2.7%DTE.DEnot top 5

2.7%IBE.MCnot top 5

Held in common0.0%

End-of-day Nov 10, 2026 · share of each fund

NFRA vs SMH Returns, Every Period

5Y

FlexSharesNFRA

+5.8%

5 years, per year

SMHVanEck

+28.9%

5 years, per year

NFRASMHFaded: behind in that period

0–4SMH wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Thematic vs Income: NFRA vs SCHD

YTD

FlexSharesNFRA

+9.4%

SCHDSchwab

+33.8%

+9.4%Year to date+33.8%

−7.3%Worst drop · 1Y−6.9%

11.2%Volatility · 1Y11.8%

5.7%Yield2.9%

$3.0BAssets$122B

2–2level

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

5.68%highest, NFRA

FundTrailing yieldYield$10k

NFRA5.68%$568

SCHD2.94%$294

SMH0.23%$23

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$520most kept, NFRA

NFRA$568 − $48 = $520

SCHD$294 − $6 = $288

SMH$23 − $35 = −$12

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: NFRA, SMH, SCHD

Today

8.2%most shared, SMH and SCHD

NFRASMHSCHD

NFRA—0.0%4.6%

SMH0.0%—8.2%

SCHD4.6%8.2%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+39.4%SMH, at 43.1% volatility

NFRAWorst drop−7.3%11.2% vol

SCHDWorst drop−6.9%11.8% vol

SMHWorst drop−33.1%43.1% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

NFRASMH

+9.4%Year to date+34.3%

5.7%Yield0.2%

+10.6%Past year+39.4%

0.48%Fee0.35%

3–1SMH wins

End-of-day Nov 10, 2026

+46.3%Year to date+34.3%

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

$37.5BAssets$60.7B

2–0SOXX wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

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NFRA, SMH and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three