Compare · 3 funds side by side · dividends reinvested

RBLD, ELFY and SMH

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$38,820SMH · best of the three

02 / 04

RBLD, ELFY and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VanEck Semiconductor ETFThematic · AI & semis0.35%0.22%+40.0%+38.2%+54.7%+31.2%−24.6%41.2%$65.8B1.8

First Trust Alerian U.S. NextGen Infrastructure ETFThematic · Infrastructure0.65%1.05%+13.4%+10.8%+21.2%+10.3%−8.7%14.6%$42M1.9

ALPS Electrification Infrastructure ETFThematic · Infrastructure0.50%1.19%+5.7%+1.9%[…][…]−18.8%22.0%$165M2.2

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

End-of-day Nov 4, 2026 · returns include dividends · since: RBLD 2008 · ELFY 2025 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Alerian U.S. NextGen Infrastructure ETF · $42M$16,332

RBLD

ELFY

ALPS Electrification Infrastructure ETF · $165M[…]

$10,000 five years ago, dividends reinvested · they hold 44.5% in common

RBLDMeasureELFY

+13.4%Year to dateJan 1 → Nov 4+5.7%

+10.8%1 yearTotal return+1.9%

+21.2%3 years · per year$10,000 became $17,808 · […][…]

+10.3%5 years · per year$10,000 became $16,332 · […][…]

0.65%Expense ratio$65 · $50 a year on $10k · lower is better0.50%

1.05%Trailing 12-mo yield$105 · $119 a year on $10k1.19%

−8.7%Worst dropSmaller is better−18.8%

14.6%VolatilityLower is calmer22.0%

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

4–2RBLD wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

RBLD vs ELFY: Top 5 Holdings

Today

RBLD

5.8%in top 5

ELFY

in top 55.4%

RBLDStockELFY

1.2%CCInot top 5

1.2%FTVnot top 5

1.1%OTISnot top 5

1.1%APGnot top 5

1.1%DDnot top 5

not top 5NXT1.1%

not top 5TRMB1.1%

not top 5TLN1.1%

not top 5RRX1.1%

not top 5GNRC1.1%

Held in common44.5%

End-of-day Nov 4, 2026 · share of each fund

RBLD vs ELFY Returns, Every Period

First TrustRBLD

+10.8%

past year

ELFYALPS

+1.9%

past year

RBLDELFYFaded: behind in that period

2–0RBLD wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

RBLD vs ELFY

YTD

First TrustRBLD

+13.4%

ELFYALPS

+5.7%

+13.4%Year to date+5.7%

−8.7%Worst drop · 1Y−18.8%

14.6%Volatility · 1Y22.0%

1.0%Yield1.2%

$42.4MAssets$165M

3–1RBLD wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: RBLD, ELFY, SMH

Today

0.35%lowest, SMH

FundExpense ratioFee$10k

SMH0.35%$35

ELFY0.50%$50

RBLD0.65%$65

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: RBLD, ELFY, SMH

1.19%highest, ELFY

FundTrailing yieldYield$10k

ELFY1.19%$119

RBLD1.05%$105

SMH0.22%$22

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$69most kept, ELFY

ELFY$119 − $50 = $69

RBLD$105 − $65 = $40

SMH$22 − $35 = −$13

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: RBLD, ELFY, SMH

Today

44.5%most shared, RBLD and ELFY

RBLDELFYSMH

RBLD—44.5%0.0%

ELFY44.5%—0.0%

SMH0.0%0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+38.2%SMH, at 41.2% volatility

RBLDWorst drop−8.7%14.6% vol

ELFYWorst drop−18.8%22.0% vol

SMHWorst drop−24.6%41.2% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

ELFYSMH

+5.7%Year to date+40.0%

1.2%Yield0.2%

+1.9%Past year+38.2%

0.50%Fee0.35%

3–1SMH wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SOXX vs SMH

YTD

iSharesSOXX

+49.8%

SMHVanEck

+40.0%

+49.8%Year to date+40.0%

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

$44.3BAssets$65.8B

2–0SOXX wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026