Compare · 3 funds side by side · dividends reinvested

REIX, IDGT and SMH

REIXNY Life Investments×IDGTiShares×SMHVanEck×

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

02 / 04

REIX, IDGT 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%$57.7B1.5

iShares U.S. Digital Infrastructure and Real Estate ETFThematic · Infrastructure0.37%0.92%+18.5%+14.9%+23.2%+7.9%−25.3%27.6%$435M1.8

NYLIM CBRE Real Estate & Infrastructure ETFThematic · Infrastructure0.65%2.66%[…][…][…][…][…][…]$37M2.0

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: REIX 2023 · IDGT 2001 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

NYLIM CBRE Real Estate & Infrastructure ETF · $37M[…]

REIX

IDGT

iShares U.S. Digital Infrastructure and Real Estate ETF · $435M$14,607

$10,000 five years ago, dividends reinvested · they hold 7.2% in common

REIXMeasureIDGT

[…]Year to dateJan 1 → Nov 6+18.5%

[…]1 yearTotal return+14.9%

[…]3 years · per year$10,000 became […] · $18,695+23.2%

[…]5 years · per year$10,000 became […] · $14,607+7.9%

0.65%Expense ratio$65 · $37 a year on $10k · lower is better0.37%

2.66%Trailing 12-mo yield$266 · $92 a year on $10k0.92%

[…]Worst dropSmaller is better−25.3%

[…]VolatilityLower is calmer27.6%

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

1–1Level

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

More Ways to See the Pairs

REIX vs IDGT: Top 5 Holdings

Today

REIX

17.2%in top 5

IDGT

in top 543.7%

REIXStockIDGT

2.0%AMT11.4%

3.9%EQIX10.0%

not top 5SBAC8.9%

not top 5CCI7.8%

6.8%WELLnot top 5

not top 5FSLY5.5%

2.6%WECnot top 5

1.9%XELnot top 5

Held in common7.2%

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

REIX vs IDGT Returns, Every Period

NY Life InvestmentsREIX

[…]

past year

IDGTiShares

+14.9%

past year

Returns […]

REIXIDGTFaded: behind in that period

0–0Level

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

REIX vs IDGT

YTD

NY Life InvestmentsREIX

[…]

IDGTiShares

+18.5%

[…]Year to date+18.5%

[…]Worst drop · 1Y−25.3%

[…]Volatility · 1Y27.6%

2.7%Yield0.9%

$36.6MAssets$435M

1–0REIX wins

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

Cost, Income and Risk

Fees: REIX, IDGT, SMH

Today

0.35%lowest, SMH

FundExpense ratioFee$10k

SMH0.35%$35

IDGT0.37%$37

REIX0.65%$65

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

Yields: REIX, IDGT, SMH

2.66%highest, REIX

FundTrailing yieldYield$10k

REIX2.66%$266

IDGT0.92%$92

SMH0.24%$24

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

Income After Fees on $10,000

$201most kept, REIX

REIX$266 − $65 = $201

IDGT$92 − $37 = $55

SMH$24 − $35 = −$11

KeptFee

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

Overlap: REIX, IDGT, SMH

Today

7.2%most shared, REIX and IDGT

REIXIDGTSMH

REIX—7.2%0.0%

IDGT7.2%—3.9%

SMH0.0%3.9%—

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

IDGTWorst drop−25.3%27.6% vol

SMHWorst drop−33.1%42.9% vol

REIXWorst drop[…][…]

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

Paid More vs Made More

YTD

REIXSMH

[…]Year to date+28.8%

2.7%Yield0.2%

[…]Past year+29.5%

0.65%Fee0.35%

1–1level

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