ENFR vs SMH

AENFR

BSMH

Measures won3–2ENFR 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−9.1%ENFR · worst fall in 1Y

Held in common0.0%ENFR and SMH

ENFR

SMH

Alerian Energy Infrastructure ETF · $523MVanEck Semiconductor ETF · $65.4B

+25.8%3 years · per year$19,910 · $37,049+54.7%

+18.6%5 years · per year$23,470 · $38,820+31.2%

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

4.10%12-mo yield$410 · $22 on $10k0.22%

−9.1%Worst dropSmaller wins−24.6%

17.3%VolatilityLower wins41.2%

3–2ENFR wins

$10,000 · 5 yearsOne scale

Shared top holdingsENFR · SMH

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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

Both

5Y2 funds

#			Trend
1	BSMH	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

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	BSMH	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

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 SMH

ENFR

Alerian Energy Infrastructure

$23,470

SMH

VanEck Semiconductor

$38,820

MeasureENFRSMH

Fee0.35%0.35%

Cost on $10k a year$35$35

Yield4.10%0.22%

5 years, per year+18.6%+31.2%

3 years, per year+25.8%+54.7%

Worst drop · 1Y−9.1%−24.6%

Volatility · 1Y17.3%41.2%

3–2measures won
ENFR first

0.0%

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, SMH

Today

0.0%most shared, ENFR and SMH

ENFRSMH

ENFR—0.0%

SMH0.0%—

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

SMH$22 − $35 = −$13

KeptFee

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