Compare · 3 funds side by side · dividends reinvested

REIX, IFRA and SMH

REIXNY Life Investments×IFRAiShares×SMHVanEck×

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

02 / 04

REIX, 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%$65.4B1.6

NYLIM CBRE Real Estate & Infrastructure ETFThematic · Infrastructure0.65%2.64%[…][…][…][…][…][…]$36M2.0

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

End-of-day Nov 5, 2026 · returns include dividends · since: REIX 2023 · IFRA 2018 · 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$16,955

$10,000 five years ago, dividends reinvested · they hold 18.0% in common

REIXMeasureIFRA

[…]Year to dateJan 1 → Nov 5+7.6%

[…]1 yearTotal return+9.0%

[…]3 years · per year$10,000 became […] · $16,837+19.0%

[…]5 years · per year$10,000 became […] · $16,955+11.1%

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

2.64%Trailing 12-mo yield$264 · $182 a year on $10k1.82%

[…]Worst dropSmaller is better−13.7%

[…]VolatilityLower is calmer15.5%

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

1–1Level

End-of-day Nov 5, 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

17.4%in top 5

IFRA

in top 518.9%

REIXStockIFRA

6.8%WELLnot top 5

not top 5UNP4.3%

not top 5NEE4.3%

4.1%EQIXnot top 5

not top 5CSX3.8%

not top 5PWR3.4%

not top 5SO3.1%

2.6%WECnot top 5

2.0%AMTnot top 5

1.9%XELnot top 5

Held in common18.0%

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

REIX vs IFRA Returns, Every Period

NY Life InvestmentsREIX

[…]

past year

IFRAiShares

+9.0%

past year

Returns […]

REIXIFRAFaded: behind in that period

0–0Level

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

REIX vs IFRA

YTD

NY Life InvestmentsREIX

[…]

IFRAiShares

+7.6%

[…]Year to date+7.6%

[…]Worst drop · 1Y−13.7%

[…]Volatility · 1Y15.5%

2.6%Yield1.8%

$36.2MAssets$4.0B

1–0REIX wins

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

Cost, Income and Risk

Fees: REIX, IFRA, SMH

Today

0.30%lowest, IFRA

FundExpense ratioFee$10k

IFRA0.30%$30

SMH0.35%$35

REIX0.65%$65

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

Yields: REIX, IFRA, SMH

2.64%highest, REIX

FundTrailing yieldYield$10k

REIX2.64%$264

IFRA1.82%$182

SMH0.25%$25

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

Income After Fees on $10,000

$199most kept, REIX

REIX$264 − $65 = $199

IFRA$182 − $30 = $152

SMH$25 − $35 = −$10

KeptFee

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

Overlap: REIX, IFRA, SMH

Today

18.0%most shared, REIX and IFRA

REIXIFRASMH

REIX—18.0%0.0%

IFRA18.0%—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

SMHWorst drop−33.1%42.8% vol

REIXWorst drop[…][…]

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

REIXSMH

[…]Year to date+24.3%

2.6%Yield0.2%

[…]Past year+27.3%

0.65%Fee0.35%

1–1level

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