ENFR vs FID

AENFR

BFID

Measures won4–2ENFR wins · of 6 · 5Y

$10,000 · 5Y$38,820SMH · ENFR $23,470

Lowest cost0.35%ENFR · $35 on $10k

Most income4.10%ENFR · $410 on $10k

Smallest drop−8.9%FID · worst fall in 1Y

Held in common5.0%ENFR and FID

ENFR

FID

Alerian Energy Infrastructure ETF · $523MFirst Trust S&P International Dividend Aristocrats ETF · $169M

+25.8%3 years · per year$19,910 · $18,289+22.3%

+18.6%5 years · per year$23,470 · $15,845+9.6%

0.35%Expense ratio$35 · $60 on $10k · lower wins0.60%

4.10%12-mo yield$410 · $390 on $10k3.90%

−9.1%Worst dropSmaller wins−8.9%

17.3%VolatilityLower wins10.4%

4–2ENFR wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsENFR · FID

5.2%PPL.TO1.9%

4.9%KEY.TO1.6%

5.2%TRP.TO1.4%

Held in common5.0%

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

All Three

5Y3 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.22%	−2.7%	+40.0%	+38.2%	+54.7%	+31.2%	−24.6%	$65.4B
2	AENFR	Alerian Energy Infrastructure ETFRead Desk	0.35%	4.10%	−3.6%	+23.5%	+30.1%	+25.8%	+18.6%	−9.1%	$523M
3	BFID	First Trust S&P International Dividend Aristocrats ETFRead Desk	0.60%	3.90%	+2.0%	+14.4%	+20.9%	+22.3%	+9.6%	−8.9%	$169M

End-of-day Nov 4, 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%	0.22%	−2.7%	+40.0%	+38.2%	+54.7%	+31.2%	−24.6%	$65.4B
2	AENFR	Alerian Energy Infrastructure ETFRead Desk	0.35%	4.10%	−3.6%	+23.5%	+30.1%	+25.8%	+18.6%	−9.1%	$523M
3	BFID	First Trust S&P International Dividend Aristocrats ETFRead Desk	0.60%	3.90%	+2.0%	+14.4%	+20.9%	+22.3%	+9.6%	−8.9%	$169M

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

ENFR vs FID

ENFR

Alerian Energy Infrastructure

$23,470

FID

First Trust S&P International Dividend Aristocrats

$15,845

MeasureENFRFID

Fee0.35%0.60%

Cost on $10k a year$35$60

Yield4.10%3.90%

5 years, per year+18.6%+9.6%

3 years, per year+25.8%+22.3%

Worst drop · 1Y−9.1%−8.9%

Volatility · 1Y17.3%10.4%

4–2measures won
ENFR first

5.0%

holdings shared

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

SOXX vs SMH

YTD

iSharesSOXX

+49.8%

SMHVanEck

+40.0%

+49.8%Year to date+40.0%

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

$42.6BAssets$65.4B

2–0SOXX wins

End-of-day Nov 4, 2026

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

Overlap: ENFR, FID, SMH

Today

5.0%most shared, ENFR and FID

ENFRFIDSMH

ENFR—5.0%0.0%

FID5.0%—0.0%

SMH0.0%0.0%—

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

Income After Fees on $10,000

$375most kept, ENFR

ENFR$410 − $35 = $375

FID$390 − $60 = $330

SMH$22 − $35 = −$13

KeptFee

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