IFRA vs ITA

AIFRA

BITA

Measures won4–2IFRA wins · of 6 · 5Y

$10,000 · 5Y$36,298SMH · ITA $21,232

Lowest cost0.30%IFRA · $30 on $10k

Most income1.76%IFRA · $176 on $10k

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

Held in common1.5%IFRA and ITA

IFRA

ITA

iShares U.S. Infrastructure ETF · $4.0BiShares U.S. Aerospace & Defense ETF · $12.2B

+18.8%3 years · per year$16,765 · $19,462+24.9%

+11.6%5 years · per year$17,293 · $21,232+16.3%

0.30%Expense ratio$30 · $37 on $10k · lower wins0.37%

1.76%12-mo yield$176 · $26 on $10k0.26%

−13.7%Worst dropSmaller wins−20.0%

15.8%VolatilityLower wins24.0%

4–2IFRA wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIFRA · ITA

1.0%ATI1.9%

0.5%CRS1.1%

Held in common1.5%

End-of-day Nov 9, 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%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	BITA	iShares U.S. Aerospace & Defense ETFRead Desk	0.37%	0.26%	+3.9%	+0.4%	+3.9%	+24.9%	+16.3%	−20.0%	$12.2B
3	AIFRA	iShares U.S. Infrastructure ETFRead Desk	0.30%	1.76%	+3.1%	+10.9%	+12.7%	+18.8%	+11.6%	−13.7%	$4.0B

End-of-day Nov 9, 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%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	BITA	iShares U.S. Aerospace & Defense ETFRead Desk	0.37%	0.26%	+3.9%	+0.4%	+3.9%	+24.9%	+16.3%	−20.0%	$12.2B
3	AIFRA	iShares U.S. Infrastructure ETFRead Desk	0.30%	1.76%	+3.1%	+10.9%	+12.7%	+18.8%	+11.6%	−13.7%	$4.0B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IFRA vs ITA

IFRA

iShares U.S. Infrastructure

$17,293

ITA

iShares U.S. Aerospace & Defense

$21,232

MeasureIFRAITA

Fee0.30%0.37%

Cost on $10k a year$30$37

Yield1.76%0.26%

5 years, per year+11.6%+16.3%

3 years, per year+18.8%+24.9%

Worst drop · 1Y−13.7%−20.0%

Volatility · 1Y15.8%24.0%

4–2measures won
IFRA first

1.5%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+46.5%

SMHVanEck

+35.3%

+46.5%Year to date+35.3%

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

$37.5BAssets$60.7B

2–0SOXX wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: IFRA, ITA, SMH

Today

1.5%most shared, IFRA and ITA

IFRAITASMH

IFRA—1.5%0.0%

ITA1.5%—0.0%

SMH0.0%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$146most kept, IFRA

IFRA$176 − $30 = $146

ITA$26 − $37 = −$11

SMH$23 − $35 = −$12

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee