Compare · 4 funds side by side · dividends reinvested

REIX, IFRA, DRAM and SMH

REIXNY Life Investments×IFRAiShares×DRAMRoundhill×SMHVanEck×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$36,298SMH · best of the four

02 / 04

REIX, IFRA, DRAM and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares U.S. Infrastructure ETFThematic · Infrastructure0.30%1.76%+10.9%+12.7%+18.8%+11.6%−13.7%15.8%$4.0B1.6

VanEck Semiconductor ETFThematic · AI & semis0.35%0.23%+35.3%+39.3%+50.1%+29.4%−33.1%43.1%$60.7B1.6

NYLIM CBRE Real Estate & Infrastructure ETFThematic · Infrastructure0.65%2.62%[…][…][…][…][…][…]$36M2.0

Roundhill Memory ETFThematic · AI & semis0.65%0.00%[…][…][…][…][…][…]$14.7B3.5

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: REIX 2023 · IFRA 2018 · DRAM 2026 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

NYLIM CBRE Real Estate & Infrastructure ETF · $36M[…]

REIX

IFRA

iShares U.S. Infrastructure ETF · $4.0B$17,293

$10,000 five years ago, dividends reinvested · they hold 17.9% in common

REIXMeasureIFRA

[…]Year to dateJan 1 → Nov 9+10.9%

[…]1 yearTotal return+12.7%

[…]3 years · per year$10,000 became […] · $16,765+18.8%

[…]5 years · per year$10,000 became […] · $17,293+11.6%

0.65%Expense ratio$65 · $30 a year on $10k · lower is better0.30%

2.62%Trailing 12-mo yield$262 · $176 a year on $10k1.76%

[…]Worst dropSmaller is better−13.7%

[…]VolatilityLower is calmer15.8%

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

1–1Level

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

REIX vs IFRA: Top 5 Holdings

Today

REIX

17.3%in top 5

IFRA

in top 518.8%

REIXStockIFRA

6.8%WELLnot top 5

not top 5NEE4.4%

not top 5UNP4.2%

4.0%EQIXnot top 5

not top 5CSX3.7%

not top 5PWR3.3%

not top 5SO3.2%

2.6%WECnot top 5

2.0%AMTnot top 5

1.9%XELnot top 5

Held in common17.9%

End-of-day Nov 9, 2026 · share of each fund

REIX vs IFRA Returns, Every Period

NY Life InvestmentsREIX

[…]

past year

IFRAiShares

+12.7%

past year

Returns […]

REIXIFRAFaded: behind in that period

0–0Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

REIX vs IFRA

YTD

NY Life InvestmentsREIX

[…]

IFRAiShares

+10.9%

[…]Year to date+10.9%

[…]Worst drop · 1Y−13.7%

[…]Volatility · 1Y15.8%

2.6%Yield1.8%

$36.3MAssets$4.0B

1–0REIX wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: REIX, IFRA, DRAM, SMH

Today

0.30%lowest, IFRA

FundExpense ratioFee$10k

IFRA0.30%$30

SMH0.35%$35

REIX0.65%$65

DRAM0.65%$65

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: REIX, IFRA, DRAM, SMH

2.62%highest, REIX

FundTrailing yieldYield$10k

REIX2.62%$262

IFRA1.76%$176

SMH0.23%$23

DRAM0.00%$0

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$197most kept, REIX

REIX$262 − $65 = $197

IFRA$176 − $30 = $146

SMH$23 − $35 = −$12

DRAM$0 − $65 = −$65

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: REIX, IFRA, DRAM, SMH

Today

17.9%most shared, REIX and IFRA

REIXIFRADRAMSMH

REIX—17.9%0.0%0.0%

IFRA17.9%—0.0%0.0%

DRAM0.0%0.0%—3.1%

SMH0.0%0.0%3.1%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+39.3%SMH, at 43.1% volatility

IFRAWorst drop−13.7%15.8% vol

SMHWorst drop−33.1%43.1% vol

REIXWorst drop[…][…]

DRAMWorst drop[…][…]

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

REIXSMH

[…]Year to date+35.3%

2.6%Yield0.2%

[…]Past year+39.3%

0.65%Fee0.35%

1–1level

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SOXX vs SMH

YTD

iSharesSOXX

+46.5%

SMHVanEck

+35.3%

+46.5%Year to date+35.3%

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

$37.5BAssets$60.7B

2–0SOXX wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026