IFRA vs MLPX

AIFRA

BMLPX

Measures won2–4MLPX wins · of 6 · 5Y

$10,000 · 5Y$31,133SOXX · MLPX $24,523

Lowest cost0.30%IFRA · $30 on $10k

Most income4.11%MLPX · $411 on $10k

Smallest drop−9.1%MLPX · worst fall in 1Y

Held in common9.0%IFRA and MLPX

IFRA

MLPX

iShares U.S. Infrastructure ETF · $4.1BGlobal X - MLP & Energy Infrastructure ETF · $3.7B

+21.5%3 years · per year$17,919 · $20,518+27.1%

+12.1%5 years · per year$17,734 · $24,523+19.7%

0.30%Expense ratio$30 · $45 on $10k · lower wins0.45%

1.73%12-mo yield$173 · $411 on $10k4.11%

−13.7%Worst dropSmaller wins−9.1%

15.1%VolatilityLower wins17.3%

2–4MLPX wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIFRA · MLPX

2.6%WMB9.0%

1.9%KMI7.2%

1.9%TRP9.1%

1.8%OKE6.4%

Held in common9.0%

End-of-day Nov 3, 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	SOXX	iShares Semiconductor ETFRead Desk	0.33%	0.27%	+2.5%	+54.7%	+52.2%	+47.3%	+25.5%	−30.7%	$44.3B
2	BMLPX	Global X - MLP & Energy Infrastructure ETFRead Desk	0.45%	4.11%	+0.2%	+27.1%	+33.2%	+27.1%	+19.7%	−9.1%	$3.7B
3	AIFRA	iShares U.S. Infrastructure ETFRead Desk	0.30%	1.73%	0.0%	+12.8%	+13.4%	+21.5%	+12.1%	−13.7%	$4.1B

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

All Three

5Y3 funds

#
1	SOXX	iShares Semiconductor ETFRead Desk	0.33%	0.27%	+2.5%	+54.7%	+52.2%	+47.3%	+25.5%	−30.7%	$44.3B
2	BMLPX	Global X - MLP & Energy Infrastructure ETFRead Desk	0.45%	4.11%	+0.2%	+27.1%	+33.2%	+27.1%	+19.7%	−9.1%	$3.7B
3	AIFRA	iShares U.S. Infrastructure ETFRead Desk	0.30%	1.73%	0.0%	+12.8%	+13.4%	+21.5%	+12.1%	−13.7%	$4.1B

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

Cards for this view

IFRA vs MLPX

IFRA

iShares U.S. Infrastructure

$17,734

MLPX

Global X - MLP & Energy Infrastructure

$24,523

MeasureIFRAMLPX

Fee0.30%0.45%

Cost on $10k a year$30$45

Yield1.73%4.11%

5 years, per year+12.1%+19.7%

3 years, per year+21.5%+27.1%

Worst drop · 1Y−13.7%−9.1%

Volatility · 1Y15.1%17.3%

4–2measures won
MLPX first

9.0%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+54.7%

SMHVanEck

+44.0%

+54.7%Year to date+44.0%

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

$44.3BAssets$65.8B

2–0SOXX wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: IFRA, MLPX, SOXX

Today

9.0%most shared, IFRA and MLPX

IFRAMLPXSOXX

IFRA—9.0%0.0%

MLPX9.0%—0.0%

SOXX0.0%0.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$366most kept, MLPX

MLPX$411 − $45 = $366

IFRA$173 − $30 = $143

SOXX$27 − $33 = −$6

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee