Compare · 4 funds side by side · dividends reinvested

PIPE, IFRA, DRAM and SMH

PIPEInvesco×IFRAiShares×DRAMRoundhill×SMHVanEck×

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

02 / 04

PIPE, IFRA, DRAM 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%$57.7B1.9

Invesco SteelPath MLP & Energy Infrastructure ETFThematic · Infrastructure0.75%4.18%+19.1%+25.4%[…][…]−10.7%17.3%$62M2.0

iShares U.S. Infrastructure ETFThematic · Infrastructure0.30%1.82%+7.6%+8.5%+18.5%+11.2%−13.7%15.5%$3.9B2.0

Roundhill Memory ETFThematic · AI & semis0.65%0.00%[…][…][…][…][…][…]$14.4B3.5

Rank among the four1st → 4thFee, 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: PIPE 2025 · IFRA 2018 · DRAM 2026 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

Invesco SteelPath MLP & Energy Infrastructure ETF · $62M[…]

PIPE

IFRA

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

$10,000 five years ago, dividends reinvested · they hold 8.2% in common

PIPEMeasureIFRA

+19.1%Year to dateJan 1 → Nov 6+7.6%

+25.4%1 yearTotal return+8.5%

[…]3 years · per year$10,000 became […] · $16,660+18.5%

[…]5 years · per year$10,000 became […] · $17,009+11.2%

0.75%Expense ratio$75 · $30 a year on $10k · lower is better0.30%

4.18%Trailing 12-mo yield$418 · $182 a year on $10k1.82%

−10.7%Worst dropSmaller is better−13.7%

17.3%VolatilityLower is calmer15.5%

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

4–2PIPE wins

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

More Ways to See the Pairs

PIPE vs IFRA: Top 5 Holdings

Today

PIPE

32.9%in top 5

IFRA

in top 518.9%

PIPEStockIFRA

8.7%TRGPnot top 5

6.9%PAGPnot top 5

6.1%TRPnot top 5

6.0%WMBnot top 5

5.3%LNGnot top 5

not top 5NEE4.5%

not top 5UNP4.3%

not top 5CSX3.8%

not top 5SO3.2%

not top 5PWR3.1%

Held in common8.2%

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

PIPE vs IFRA Returns, Every Period

InvescoPIPE

+25.4%

past year

IFRAiShares

+8.5%

past year

PIPEIFRAFaded: behind in that period

2–0PIPE wins

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

PIPE vs IFRA

YTD

InvescoPIPE

+19.1%

IFRAiShares

+7.6%

+19.1%Year to date+7.6%

−10.7%Worst drop · 1Y−13.7%

17.3%Volatility · 1Y15.5%

4.2%Yield1.8%

$62.5MAssets$3.9B

3–1PIPE wins

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

Cost, Income and Risk

Fees: PIPE, IFRA, DRAM, SMH

Today

0.30%lowest, IFRA

FundExpense ratioFee$10k

IFRA0.30%$30

SMH0.35%$35

DRAM0.65%$65

PIPE0.75%$75

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

Yields: PIPE, IFRA, DRAM, SMH

4.18%highest, PIPE

FundTrailing yieldYield$10k

PIPE4.18%$418

IFRA1.82%$182

SMH0.24%$24

DRAM0.00%$0

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

Income After Fees on $10,000

$343most kept, PIPE

PIPE$418 − $75 = $343

IFRA$182 − $30 = $152

SMH$24 − $35 = −$11

DRAM$0 − $65 = −$65

KeptFee

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

Overlap: PIPE, IFRA, DRAM, SMH

Today

8.2%most shared, PIPE and IFRA

PIPEIFRADRAMSMH

PIPE—8.2%0.0%0.0%

IFRA8.2%—0.0%0.0%

DRAM0.0%0.0%—3.1%

SMH0.0%0.0%3.1%—

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

Return vs Bumpiness: 4 ETFs

+29.5%SMH, at 42.9% volatility

IFRAWorst drop−13.7%15.5% vol

PIPEWorst drop−10.7%17.3% vol

SMHWorst drop−33.1%42.9% vol

DRAMWorst drop[…][…]

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

Paid More vs Made More

YTD

PIPESMH

+19.1%Year to date+28.8%

4.2%Yield0.2%

+25.4%Past year+29.5%

0.75%Fee0.35%

3–1SMH wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

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