BILT vs IFRA

ABILT

BIFRA

Measures won3–1BILT wins · of 6 · 5Y

$10,000 · 5Y$17,812IFRA

Lowest cost0.30%IFRA · $30 on $10k

Most income5.79%BILT · $579 on $10k

Smallest drop−12.6%BILT · worst fall in 1Y

Held in common24.8%BILT and IFRA

BILT

IFRA

iShares Infrastructure Active ETF · $121MiShares U.S. Infrastructure ETF · $4.0B

[…]3 years · per year[…] · $17,580+20.7%

[…]5 years · per year[…] · $17,812+12.2%

0.60%Expense ratio$60 · $30 on $10k · lower wins0.30%

5.79%12-mo yield$579 · $175 on $10k1.75%

−12.6%Worst dropSmaller wins−13.7%

12.0%VolatilityLower wins15.1%

3–1BILT wins

$10,000 · 5 yearsOne scale

Shared top holdingsBILT · IFRA

5.8%UNP4.2%

2.6%NEE4.1%

3.3%WMB2.5%

4.8%AEP2.0%

Held in common24.8%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BIFRA	iShares U.S. Infrastructure ETFRead Desk		0.30%	1.75%	−1.1%	+11.5%	+12.3%	+20.7%	+12.2%	−13.7%	$4.0B
2	ABILT	iShares Infrastructure Active ETFRead Desk		0.60%	5.79%	+0.8%	+9.9%	+10.2%	new	new	−12.6%	$121M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BIFRA	iShares U.S. Infrastructure ETFRead Desk		0.30%	1.75%	−1.1%	+11.5%	+12.3%	+20.7%	+12.2%	−13.7%	$4.0B
2	ABILT	iShares Infrastructure Active ETFRead Desk		0.60%	5.79%	+0.8%	+9.9%	+10.2%	new	new	−12.6%	$121M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

BILT vs IFRA

BILT

iShares Infrastructure Active

[…]

IFRA

iShares U.S. Infrastructure

$17,812

MeasureBILTIFRA

Fee0.60%0.30%

Cost on $10k a year$60$30

Yield5.79%1.75%

5 years, per year[…]+12.2%

3 years, per year[…]+20.7%

Worst drop · 1Y−12.6%−13.7%

Volatility · 1Y12.0%15.1%

3–1measures won
BILT first

24.8%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: BILT, IFRA

Today

24.8%most shared, BILT and IFRA

BILTIFRA

BILT—24.8%

IFRA24.8%—

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

Income After Fees on $10,000

$519most kept, BILT

BILT$579 − $60 = $519

IFRA$175 − $30 = $145

KeptFee

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