ENFR vs SMH

AENFR

BSMH

Measures won3–2ENFR wins · of 6 · 5Y

$10,000 · 5Y$33,824SMH · ENFR $22,896

Lowest cost0.35%ENFR · $35 on $10k

Most income4.22%ENFR · $422 on $10k

Smallest drop−9.4%ENFR · worst fall in 1Y

Held in common0.0%ENFR and SMH

ENFR

SMH

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

+24.4%3 years · per year$19,258 · $32,662+48.4%

+18.0%5 years · per year$22,896 · $33,824+27.6%

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

4.22%12-mo yield$422 · $25 on $10k0.25%

−9.4%Worst dropSmaller wins−33.1%

17.5%VolatilityLower wins42.8%

3–2ENFR wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsENFR · SMH

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

Held in common0.0%

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	BSMH	VanEck Semiconductor ETFRead Desk	0.35%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$65.4B
2	AENFR	Alerian Energy Infrastructure ETFRead Desk	0.35%	4.22%	−2.8%	+20.1%	+28.1%	+24.4%	+18.0%	−9.4%	$523M
3	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	−18.0%	new	new	new	new	[…]	$17.6B

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	BSMH	VanEck Semiconductor ETFRead Desk	0.35%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$65.4B
2	AENFR	Alerian Energy Infrastructure ETFRead Desk	0.35%	4.22%	−2.8%	+20.1%	+28.1%	+24.4%	+18.0%	−9.4%	$523M
3	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	−18.0%	new	new	new	new	[…]	$17.6B

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

ENFR vs SMH

ENFR

Alerian Energy Infrastructure

$22,896

SMH

VanEck Semiconductor

$33,824

MeasureENFRSMH

Fee0.35%0.35%

Cost on $10k a year$35$35

Yield4.22%0.25%

5 years, per year+18.0%+27.6%

3 years, per year+24.4%+48.4%

Worst drop · 1Y−9.4%−33.1%

Volatility · 1Y17.5%42.8%

3–2measures won
ENFR first

0.0%

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

$42.6BAssets$65.4B

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%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: ENFR, SMH, DRAM

Today

3.2%most shared, SMH and DRAM

ENFRSMHDRAM

ENFR—0.0%0.0%

SMH0.0%—3.2%

DRAM0.0%3.2%—

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

Income After Fees on $10,000

$387most kept, ENFR

ENFR$422 − $35 = $387

SMH$25 − $35 = −$10

DRAM$0 − $65 = −$65

KeptFee

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