IFRA vs SPY

AIFRA

BSPY

Measures won1–5SPY wins · of 6 · 5Y

$10,000 · 5Y$17,099SPY · IFRA $16,955

Lowest cost0.09%SPY · $9 on $10k

Most income1.82%IFRA · $182 on $10k

Smallest drop−8.9%SPY · worst fall in 1Y

Held in common4.0%IFRA and SPY

IFRA

SPY

iShares U.S. Infrastructure ETF · $3.9BState Street SPDR S&P 500 ETF · $819B

+19.0%3 years · per year$16,837 · $18,174+22.0%

+11.1%5 years · per year$16,955 · $17,099+11.3%

0.30%Expense ratio$30 · $9 on $10k · lower wins0.09%

1.82%12-mo yield$182 · $103 on $10k1.03%

−13.7%Worst dropSmaller wins−8.9%

15.5%VolatilityLower wins13.6%

1–5SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsIFRA · SPY

3.0%CAT0.4%

4.3%NEE0.3%

4.3%UNP0.3%

3.1%SO0.2%

Held in common4.0%

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$818.5B
2	AIFRA	iShares U.S. Infrastructure ETFRead Desk		0.30%	1.82%	−3.5%	+7.6%	+9.0%	+19.0%	+11.1%	−13.7%	$3.9B

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

Both

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$818.5B
2	AIFRA	iShares U.S. Infrastructure ETFRead Desk		0.30%	1.82%	−3.5%	+7.6%	+9.0%	+19.0%	+11.1%	−13.7%	$3.9B

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

Cards for this view

IFRA vs SPY

IFRA

iShares U.S. Infrastructure

$16,955

SPY

SPDR S&P 500

$17,099

MeasureIFRASPY

Fee0.30%0.09%

Cost on $10k a year$30$9

Yield1.82%1.03%

5 years, per year+11.1%+11.3%

3 years, per year+19.0%+22.0%

Worst drop · 1Y−13.7%−8.9%

Volatility · 1Y15.5%13.6%

5–1measures won
SPY first

4.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: IFRA, SPY

Today

4.0%most shared, IFRA and SPY

IFRASPY

IFRA—4.0%

SPY4.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$152most kept, IFRA

IFRA$182 − $30 = $152

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee