NFRA vs PAVE

ANFRA

BPAVE

Measures won3–3level · of 6 · 1Y

$10,000 · 1Y$14,328SMH · PAVE $11,456

Lowest cost0.35%SMH · $35 on $10k

Most income5.74%NFRA · $574 on $10k

Smallest drop−7.3%NFRA · worst fall in 1Y

Held in common5.7%NFRA and PAVE

NFRA

PAVE

Northern Trust STOXX Global Broad Infrastructure ETF · $3.1BGlobal X - U.S. Infrastructure Development ETF · $14.1B

+8.3%Year to dateJan 1 → Nov 3+14.9%

+9.0%1 yearTotal return+14.6%

0.48%Expense ratio$48 · $47 on $10k · lower wins0.47%

5.74%12-mo yield$574 · $79 on $10k0.79%

−7.3%Worst dropSmaller wins−13.8%

10.7%VolatilityLower wins20.6%

3–3Level

$10,000 · 1 yearAll three, one scale

Shared top holdingsNFRA · PAVE

2.5%UNP3.2%

1.3%CSX3.2%

1.1%NSC3.2%

0.8%SRE3.0%

Held in common5.7%

End-of-day Nov 3, 2026 · $10,000 1 year ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

1Y3 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.21%	+2.0%	+44.0%	+43.3%	+56.1%	+31.7%	−24.6%	$65.8B
2	BPAVE	Global X - U.S. Infrastructure Development ETFRead Desk	0.47%	0.79%	+0.7%	+14.9%	+14.6%	+25.6%	+15.6%	−13.8%	$14.1B
3	ANFRA	Northern Trust STOXX Global Broad Infrastructure ETFRead Desk	0.48%	5.74%	−0.2%	+8.3%	+9.0%	+15.6%	+5.6%	−7.3%	$3.1B

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

1Y3 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.21%	+2.0%	+44.0%	+43.3%	+56.1%	+31.7%	−24.6%	$65.8B
2	BPAVE	Global X - U.S. Infrastructure Development ETFRead Desk	0.47%	0.79%	+0.7%	+14.9%	+14.6%	+25.6%	+15.6%	−13.8%	$14.1B
3	ANFRA	Northern Trust STOXX Global Broad Infrastructure ETFRead Desk	0.48%	5.74%	−0.2%	+8.3%	+9.0%	+15.6%	+5.6%	−7.3%	$3.1B

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

NFRA vs PAVE

NFRA

Northern Trust STOXX Global Broad Infrastructure

$10,904

PAVE

Global X - U.S. Infrastructure Development

$11,456

MeasureNFRAPAVE

Fee0.48%0.47%

Cost on $10k a year$48$47

Yield5.74%0.79%

5 years, per year+5.6%+15.6%

3 years, per year+15.6%+25.6%

Worst drop · 1Y−7.3%−13.8%

Volatility · 1Y10.7%20.6%

3–3measures won
level

5.7%

holdings shared

Nov 3, 2026 · $10,000 one year ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+54.7%

SMHVanEck

+44.0%

+54.7%Year to date+44.0%

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

$44.3BAssets$65.8B

2–0SOXX wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: NFRA, PAVE, SMH

Today

5.7%most shared, NFRA and PAVE

NFRAPAVESMH

NFRA—5.7%0.0%

PAVE5.7%—0.0%

SMH0.0%0.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$526most kept, NFRA

NFRA$574 − $48 = $526

PAVE$79 − $47 = $32

SMH$21 − $35 = −$14

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee