IFRA vs SCHD

AIFRA

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$17,734IFRA · VIG $16,495

Lowest cost0.04%VIG · $4 on $10k

Most income2.97%SCHD · $297 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common1.4%IFRA and SCHD

IFRA

SCHD

iShares U.S. Infrastructure ETF · $4.1BSchwab U.S. Dividend Equity ETF · $121B

+21.5%3 years · per year$17,919 · $17,784+21.2%

+12.1%5 years · per year$17,734 · $16,352+10.3%

0.30%Expense ratio$30 · $6 on $10k · lower wins0.06%

1.73%12-mo yield$173 · $297 on $10k2.97%

−13.7%Worst dropSmaller wins−6.9%

15.1%VolatilityLower wins11.4%

2–4SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIFRA · SCHD

1.8%OKE1.4%

Held in common1.4%

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	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
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.47%	−0.3%	+14.0%	+15.9%	+20.2%	+10.5%	−7.9%	$109.1B
3	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B

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	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
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.47%	−0.3%	+14.0%	+15.9%	+20.2%	+10.5%	−7.9%	$109.1B
3	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B

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 SCHD

IFRA

iShares U.S. Infrastructure

$17,734

SCHD

Schwab U.S. Dividend Equity

$16,352

MeasureIFRASCHD

Fee0.30%0.06%

Cost on $10k a year$30$6

Yield1.73%2.97%

5 years, per year+12.1%+10.3%

3 years, per year+21.5%+21.2%

Worst drop · 1Y−13.7%−6.9%

Volatility · 1Y15.1%11.4%

4–2measures won
SCHD first

1.4%

holdings shared

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

DGRO vs VIG

YTD

iSharesDGRO

+18.0%

VIGVanguard

+14.0%

+18.0%Year to date+14.0%

1.8%Yield1.5%

$45.1BAssets$109B

2–0DGRO 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

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: IFRA, SCHD, VIG

Today

14.5%most shared, SCHD and VIG

IFRASCHDVIG

IFRA—1.4%6.8%

SCHD1.4%—14.5%

VIG6.8%14.5%—

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

Income After Fees on $10,000

$291most kept, SCHD

SCHD$297 − $6 = $291

IFRA$173 − $30 = $143

VIG$147 − $4 = $143

KeptFee

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