BILT vs IGF

ABILT

BIGF

Measures won1–3IGF wins · of 6 · 5Y

$10,000 · 5Y$33,824SMH · IGF $15,807

Lowest cost0.35%SMH · $35 on $10k

Most income5.87%BILT · $587 on $10k

Smallest drop−10.4%IGF · worst fall in 1Y

Held in common40.2%BILT and IGF

BILT

IGF

iShares Infrastructure Active ETF · $119MiShares Global Infrastructure ETF · $10.8B

[…]3 years · per year[…] · $17,157+19.7%

[…]5 years · per year[…] · $15,807+9.6%

0.60%Expense ratio$60 · $37 on $10k · lower wins0.37%

5.87%12-mo yield$587 · $295 on $10k2.95%

−12.6%Worst dropSmaller wins−10.4%

12.1%VolatilityLower wins11.3%

1–3IGF wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsBILT · IGF

5.7%AENA.MC5.1%

3.0%NEE5.0%

2.9%TCL.AX5.0%

3.1%WMB2.7%

Held in common40.2%

End-of-day Nov 5, 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%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$57.7B
2	BIGF	iShares Global Infrastructure ETFRead Desk	0.37%	2.95%	−1.2%	+8.2%	+10.7%	+19.7%	+9.6%	−10.4%	$10.8B
3	ABILT	iShares Infrastructure Active ETFRead Desk	0.60%	5.87%	−1.4%	+8.4%	+8.9%	new	new	−12.6%	$119M

End-of-day Nov 5, 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%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$57.7B
2	BIGF	iShares Global Infrastructure ETFRead Desk	0.37%	2.95%	−1.2%	+8.2%	+10.7%	+19.7%	+9.6%	−10.4%	$10.8B
3	ABILT	iShares Infrastructure Active ETFRead Desk	0.60%	5.87%	−1.4%	+8.4%	+8.9%	new	new	−12.6%	$119M

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

Cards for this view

BILT vs IGF

BILT

iShares Infrastructure Active

[…]

IGF

iShares Global Infrastructure

$15,807

MeasureBILTIGF

Fee0.60%0.37%

Cost on $10k a year$60$37

Yield5.87%2.95%

5 years, per year[…]+9.6%

3 years, per year[…]+19.7%

Worst drop · 1Y−12.6%−10.4%

Volatility · 1Y12.1%11.3%

3–1measures won
IGF first

40.2%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

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

$37.6BAssets$57.7B

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%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: BILT, IGF, SMH

Today

40.2%most shared, BILT and IGF

BILTIGFSMH

BILT—40.2%0.0%

IGF40.2%—0.0%

SMH0.0%0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$527most kept, BILT

BILT$587 − $60 = $527

IGF$295 − $37 = $258

SMH$25 − $35 = −$10

KeptFee

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