Compare · 3 funds side by side · dividends reinvested

POWR, IFRA and SMH

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

02 / 04

POWR, IFRA and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares U.S. Infrastructure ETFThematic · Infrastructure0.30%1.82%+7.6%+9.0%+19.0%+11.1%−13.7%15.5%$4.0B1.6

VanEck Semiconductor ETFThematic · AI & semis0.35%0.25%+24.3%+27.3%+48.4%+27.6%−33.1%42.8%$65.4B1.9

iShares U.S. Power Infrastructure ETFThematic · Infrastructure0.39%6.64%+2.8%+0.7%+4.1%+9.9%−14.5%18.6%$444M2.5

Rank among the three1st → 3rdFee, 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: POWR 2012 · IFRA 2018 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

iShares U.S. Power Infrastructure ETF · $444M$16,055

POWR

IFRA

iShares U.S. Infrastructure ETF · $4.0B$16,955

$10,000 five years ago, dividends reinvested · they hold 39.5% in common

POWRMeasureIFRA

+2.8%Year to dateJan 1 → Nov 5+7.6%

+0.7%1 yearTotal return+9.0%

+4.1%3 years · per year$10,000 became $11,269 · $16,837+19.0%

+9.9%5 years · per year$10,000 became $16,055 · $16,955+11.1%

0.39%Expense ratio$39 · $30 a year on $10k · lower is better0.30%

6.64%Trailing 12-mo yield$664 · $182 a year on $10k1.82%

−14.5%Worst dropSmaller is better−13.7%

18.6%VolatilityLower is calmer15.5%

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

1–7IFRA wins

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

More Ways to See the Pairs

POWR vs IFRA: Top 5 Holdings

Today

POWR

27.7%in top 5

IFRA

in top 518.9%

POWRStockIFRA

6.6%NEE4.3%

5.7%PWR3.4%

5.4%GEVnot top 5

5.3%ETNnot top 5

4.7%EQTnot top 5

not top 5UNP4.3%

not top 5CSX3.8%

not top 5SO3.1%

Held in common39.5%

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

POWR vs IFRA Returns, Every Period

iSharesPOWR

+9.9%

5 years, per year

IFRAiShares

+11.1%

5 years, per year

POWRIFRAFaded: behind in that period

0–4IFRA wins

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

POWR vs IFRA

YTD

iSharesPOWR

+2.8%

IFRAiShares

+7.6%

+2.8%Year to date+7.6%

−14.5%Worst drop · 1Y−13.7%

18.6%Volatility · 1Y15.5%

6.6%Yield1.8%

$444MAssets$4.0B

3–1IFRA wins

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

Cost, Income and Risk

Fees: POWR, IFRA, SMH

Today

0.30%lowest, IFRA

FundExpense ratioFee$10k

IFRA0.30%$30

SMH0.35%$35

POWR0.39%$39

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

Yields: POWR, IFRA, SMH

6.64%highest, POWR

FundTrailing yieldYield$10k

POWR6.64%$664

IFRA1.82%$182

SMH0.25%$25

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

Income After Fees on $10,000

$625most kept, POWR

POWR$664 − $39 = $625

IFRA$182 − $30 = $152

SMH$25 − $35 = −$10

KeptFee

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

Overlap: POWR, IFRA, SMH

Today

39.5%most shared, POWR and IFRA

POWRIFRASMH

POWR—39.5%0.0%

IFRA39.5%—0.0%

SMH0.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

+27.3%SMH, at 42.8% volatility

IFRAWorst drop−13.7%15.5% vol

POWRWorst drop−14.5%18.6% 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

POWRSMH

+2.8%Year to date+24.3%

6.6%Yield0.2%

+0.7%Past year+27.3%

0.39%Fee0.35%

3–1SMH wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

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

$42.6BAssets$65.4B

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%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026