BILT vs IFRA

ABILT

BIFRA

Measures won3–1BILT wins · of 6 · 5Y

$10,000 · 5Y$34,950SMH · IFRA $17,009

Lowest cost0.30%IFRA · $30 on $10k

Most income5.92%BILT · $592 on $10k

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

Held in common26.7%BILT and IFRA

BILT

IFRA

iShares Infrastructure Active ETF · $118MiShares U.S. Infrastructure ETF · $3.9B

[…]3 years · per year[…] · $16,660+18.5%

[…]5 years · per year[…] · $17,009+11.2%

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

5.92%12-mo yield$592 · $182 on $10k1.82%

−12.6%Worst dropSmaller wins−13.7%

12.1%VolatilityLower wins15.5%

3–1BILT wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsBILT · IFRA

5.7%UNP4.3%

3.0%NEE4.5%

3.0%WMB2.3%

4.8%AEP2.1%

Held in common26.7%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$60.7B
2	BIFRA	iShares U.S. Infrastructure ETFRead Desk	0.30%	1.82%	−0.1%	+7.6%	+8.5%	+18.5%	+11.2%	−13.7%	$3.9B
3	ABILT	iShares Infrastructure Active ETFRead Desk	0.60%	5.92%	−0.9%	+7.5%	+7.8%	new	new	−12.6%	$118M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$60.7B
2	BIFRA	iShares U.S. Infrastructure ETFRead Desk	0.30%	1.82%	−0.1%	+7.6%	+8.5%	+18.5%	+11.2%	−13.7%	$3.9B
3	ABILT	iShares Infrastructure Active ETFRead Desk	0.60%	5.92%	−0.9%	+7.5%	+7.8%	new	new	−12.6%	$118M

End-of-day Nov 6, 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

$17,009

MeasureBILTIFRA

Fee0.60%0.30%

Cost on $10k a year$60$30

Yield5.92%1.82%

5 years, per year[…]+11.2%

3 years, per year[…]+18.5%

Worst drop · 1Y−12.6%−13.7%

Volatility · 1Y12.1%15.5%

3–1measures won
BILT first

26.7%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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

$39.1BAssets$60.7B

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

Overlap: BILT, IFRA, SMH

Today

26.7%most shared, BILT and IFRA

BILTIFRASMH

BILT—26.7%0.0%

IFRA26.7%—0.0%

SMH0.0%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$532most kept, BILT

BILT$592 − $60 = $532

IFRA$182 − $30 = $152

SMH$24 − $35 = −$11

KeptFee

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