IFRA vs SMH

AIFRA

BSMH

Measures won4–2IFRA wins · of 6 · 5Y

$10,000 · 5Y$39,579SMH · SOXX $31,133

Lowest cost0.30%IFRA · $30 on $10k

Most income1.73%IFRA · $173 on $10k

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

Held in common0.0%IFRA and SMH

IFRA

SMH

iShares U.S. Infrastructure ETF · $4.1BVanEck Semiconductor ETF · $65.8B

+21.5%3 years · per year$17,919 · $38,001+56.1%

+12.1%5 years · per year$17,734 · $39,579+31.7%

0.30%Expense ratio$30 · $35 on $10k · lower wins0.35%

1.73%12-mo yield$173 · $21 on $10k0.21%

−13.7%Worst dropSmaller wins−24.6%

15.1%VolatilityLower wins41.1%

4–2IFRA wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsIFRA · SMH

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

Held in common0.0%

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 Four

5Y4 funds

#
1	BSMH	VanEck Semiconductor ETFRead Desk	0.35%	0.21%	+2.0%	+44.0%	+43.3%	+56.1%	+31.7%	−24.6%	$65.8B
2	SOXX	iShares Semiconductor ETFRead Desk	0.33%	0.27%	+2.5%	+54.7%	+52.2%	+47.3%	+25.5%	−30.7%	$44.3B
3	CIBR	First Trust Nasdaq Cybersecurity ETFRead Desk	0.58%	0.40%	+0.5%	+36.4%	+26.4%	+31.0%	+13.3%	−21.1%	$16.8B
4	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 Four

5Y4 funds

#
1	BSMH	VanEck Semiconductor ETFRead Desk	0.35%	0.21%	+2.0%	+44.0%	+43.3%	+56.1%	+31.7%	−24.6%	$65.8B
2	SOXX	iShares Semiconductor ETFRead Desk	0.33%	0.27%	+2.5%	+54.7%	+52.2%	+47.3%	+25.5%	−30.7%	$44.3B
3	CIBR	First Trust Nasdaq Cybersecurity ETFRead Desk	0.58%	0.40%	+0.5%	+36.4%	+26.4%	+31.0%	+13.3%	−21.1%	$16.8B
4	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 SMH

IFRA

iShares U.S. Infrastructure

$17,734

SMH

VanEck Semiconductor

$39,579

MeasureIFRASMH

Fee0.30%0.35%

Cost on $10k a year$30$35

Yield1.73%0.21%

5 years, per year+12.1%+31.7%

3 years, per year+21.5%+56.1%

Worst drop · 1Y−13.7%−24.6%

Volatility · 1Y15.1%41.1%

4–2measures won
IFRA first

0.0%

holdings shared

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

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

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, SMH, CIBR, SOXX

Today

69.0%most shared, SMH and SOXX

IFRASMHCIBRSOXX

IFRA—0.0%0.0%0.0%

SMH0.0%—5.7%69.0%

CIBR0.0%5.7%—7.0%

SOXX0.0%69.0%7.0%—

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

Income After Fees on $10,000

$143most kept, IFRA

IFRA$173 − $30 = $143

SOXX$27 − $33 = −$6

SMH$21 − $35 = −$14

CIBR$40 − $58 = −$18

KeptFee

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