EFRA vs UPGR

AEFRA

BUPGR

Measures won4–1EFRA wins · of 6 · 5Y

$10,000 · 5Y$39,579SMH

Lowest cost0.35%UPGR · $35 on $10k

Most income4.08%EFRA · $408 on $10k

Smallest drop−11.2%EFRA · worst fall in 1Y

Held in common7.7%EFRA and UPGR

EFRA

UPGR

iShares Environmental Infrastructure and Industrials ETF · $6MXtrackers US Green Infrastructure Select Equity ETF · $1M

+16.8%3 years · per year$15,918 · $12,797+8.6%

[…]5 years · per year[…]

0.47%Expense ratio$47 · $35 on $10k · lower wins0.35%

4.08%12-mo yield$408 · $296 on $10k2.96%

−11.2%Worst dropSmaller wins−31.1%

14.9%VolatilityLower wins30.7%

4–1EFRA wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsEFRA · UPGR

7.0%VLTO3.1%

4.3%CLH2.6%

5.1%XYL2.0%

Held in common7.7%

End-of-day Nov 3, 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%	0.21%	+2.0%	+44.0%	+43.3%	+56.1%	+31.7%	−24.6%	$65.8B
2	AEFRA	iShares Environmental Infrastructure and Industrials ETFRead Desk	0.47%	4.08%	−0.5%	+8.1%	+9.8%	+16.8%	new	−11.2%	$6M
3	BUPGR	Xtrackers US Green Infrastructure Select Equity ETFRead Desk	0.35%	2.96%	+1.6%	−9.5%	−16.0%	+8.6%	new	−31.1%	$525K

End-of-day Nov 3, 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%	0.21%	+2.0%	+44.0%	+43.3%	+56.1%	+31.7%	−24.6%	$65.8B
2	AEFRA	iShares Environmental Infrastructure and Industrials ETFRead Desk	0.47%	4.08%	−0.5%	+8.1%	+9.8%	+16.8%	new	−11.2%	$6M
3	BUPGR	Xtrackers US Green Infrastructure Select Equity ETFRead Desk	0.35%	2.96%	+1.6%	−9.5%	−16.0%	+8.6%	new	−31.1%	$525K

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

EFRA vs UPGR

EFRA

iShares Environmental Infrastructure and Industrials

[…]

UPGR

Xtrackers US Green Infrastructure Select Equity

[…]

MeasureEFRAUPGR

Fee0.47%0.35%

Cost on $10k a year$47$35

Yield4.08%2.96%

5 years, per year[…][…]

3 years, per year+16.8%+8.6%

Worst drop · 1Y−11.2%−31.1%

Volatility · 1Y14.9%30.7%

4–1measures won
EFRA first

7.7%

holdings shared

Nov 3, 2026 · $10,000 five years 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: EFRA, UPGR, SMH

Today

7.7%most shared, EFRA and UPGR

EFRAUPGRSMH

EFRA—7.7%0.0%

UPGR7.7%—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

$361most kept, EFRA

EFRA$408 − $47 = $361

UPGR$296 − $35 = $261

SMH$21 − $35 = −$14

KeptFee

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