IFRA vs SMH

AIFRA

BSMH

Measures won4–2IFRA wins · of 6 · 5Y

$10,000 · 5Y$38,820SMH · PAVE $20,624

Lowest cost0.30%IFRA · $30 on $10k

Most income1.75%IFRA · $175 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 · $4.0BVanEck Semiconductor ETF · $65.4B

+20.7%3 years · per year$17,580 · $37,049+54.7%

+12.2%5 years · per year$17,812 · $38,820+31.2%

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

1.75%12-mo yield$175 · $22 on $10k0.22%

−13.7%Worst dropSmaller wins−24.6%

15.1%VolatilityLower wins41.2%

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 4, 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%	0.22%	−2.7%	+40.0%	+38.2%	+54.7%	+31.2%	−24.6%	$65.4B
2	PAVE	Global X - U.S. Infrastructure Development ETFRead Desk	0.47%	0.80%	−1.7%	+13.0%	+13.0%	+24.4%	+15.6%	−13.8%	$14.2B
3	AIFRA	iShares U.S. Infrastructure ETFRead Desk	0.30%	1.75%	−1.1%	+11.5%	+12.3%	+20.7%	+12.2%	−13.7%	$4.0B
4	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	−5.3%	new	new	new	new	[…]	$17.6B

End-of-day Nov 4, 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%	0.22%	−2.7%	+40.0%	+38.2%	+54.7%	+31.2%	−24.6%	$65.4B
2	PAVE	Global X - U.S. Infrastructure Development ETFRead Desk	0.47%	0.80%	−1.7%	+13.0%	+13.0%	+24.4%	+15.6%	−13.8%	$14.2B
3	AIFRA	iShares U.S. Infrastructure ETFRead Desk	0.30%	1.75%	−1.1%	+11.5%	+12.3%	+20.7%	+12.2%	−13.7%	$4.0B
4	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	−5.3%	new	new	new	new	[…]	$17.6B

End-of-day Nov 4, 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

$17,812

SMH

VanEck Semiconductor

$38,820

MeasureIFRASMH

Fee0.30%0.35%

Cost on $10k a year$30$35

Yield1.75%0.22%

5 years, per year+12.2%+31.2%

3 years, per year+20.7%+54.7%

Worst drop · 1Y−13.7%−24.6%

Volatility · 1Y15.1%41.2%

4–2measures won
IFRA first

0.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+49.8%

SMHVanEck

+40.0%

+49.8%Year to date+40.0%

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

$42.6BAssets$65.4B

2–0SOXX wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: IFRA, SMH, DRAM, PAVE

Today

37.8%most shared, IFRA and PAVE

IFRASMHDRAMPAVE

IFRA—0.0%0.0%37.8%

SMH0.0%—3.3%0.0%

DRAM0.0%3.3%—0.0%

PAVE37.8%0.0%0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$145most kept, IFRA

IFRA$175 − $30 = $145

PAVE$80 − $47 = $33

SMH$22 − $35 = −$13

DRAM$0 − $65 = −$65

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee