IFRA vs IPAV

AIFRA

BIPAV

Measures won4–0IFRA wins · of 6 · 5Y

$10,000 · 5Y$34,950SMH · IFRA $17,009

Lowest cost0.30%IFRA · $30 on $10k

Most income1.82%IFRA · $182 on $10k

Smallest drop−13.7%IFRA · worst fall in 1Y

Held in common0.0%IFRA and IPAV

IFRA

IPAV

iShares U.S. Infrastructure ETF · $3.9BGlobal X Infrastructure Development ex-U.S. ETF · $6M

+18.5%3 years · per year$16,660 · […][…]

+11.2%5 years · per year$17,009 · […][…]

0.30%Expense ratio$30 · $55 on $10k · lower wins0.55%

1.82%12-mo yield$182 · $162 on $10k1.62%

−13.7%Worst dropSmaller wins−17.2%

15.5%VolatilityLower wins19.5%

4–0IFRA wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsIFRA · IPAV

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

Held in common0.0%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$57.7B
2	AIFRA	iShares U.S. Infrastructure ETFRead Desk	0.30%	1.82%	−0.1%	+7.6%	+8.5%	+18.5%	+11.2%	−13.7%	$3.9B
3	BIPAV	Global X Infrastructure Development ex-U.S. ETFRead Desk	0.55%	1.62%	0.0%	+0.4%	+4.5%	new	new	−17.2%	$6M
4	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+6.2%	new	new	new	new	[…]	$14.4B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$57.7B
2	AIFRA	iShares U.S. Infrastructure ETFRead Desk	0.30%	1.82%	−0.1%	+7.6%	+8.5%	+18.5%	+11.2%	−13.7%	$3.9B
3	BIPAV	Global X Infrastructure Development ex-U.S. ETFRead Desk	0.55%	1.62%	0.0%	+0.4%	+4.5%	new	new	−17.2%	$6M
4	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+6.2%	new	new	new	new	[…]	$14.4B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IFRA vs IPAV

IFRA

iShares U.S. Infrastructure

$17,009

IPAV

Global X Infrastructure Development ex-U.S.

[…]

MeasureIFRAIPAV

Fee0.30%0.55%

Cost on $10k a year$30$55

Yield1.82%1.62%

5 years, per year+11.2%[…]

3 years, per year+18.5%[…]

Worst drop · 1Y−13.7%−17.2%

Volatility · 1Y15.5%19.5%

4–0measures won
IFRA first

0.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+36.2%

SMHVanEck

+28.8%

+36.2%Year to date+28.8%

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

$37.6BAssets$57.7B

2–0SOXX wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: IFRA, IPAV, SMH, DRAM

Today

3.1%most shared, SMH and DRAM

IFRAIPAVSMHDRAM

IFRA—0.0%0.0%0.0%

IPAV0.0%—0.0%0.0%

SMH0.0%0.0%—3.1%

DRAM0.0%0.0%3.1%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$152most kept, IFRA

IFRA$182 − $30 = $152

IPAV$162 − $55 = $107

SMH$24 − $35 = −$11

DRAM$0 − $65 = −$65

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee