IPAV vs NFRA

AIPAV

BNFRA

Measures won0–4NFRA wins · of 6 · 5Y

$10,000 · 5Y$36,298SMH · NFRA $13,279

Lowest cost0.35%SMH · $35 on $10k

Most income5.67%NFRA · $567 on $10k

Smallest drop−7.3%NFRA · worst fall in 1Y

Held in common7.8%IPAV and NFRA

IPAV

NFRA

Global X Infrastructure Development ex-U.S. ETF · $6MNorthern Trust STOXX Global Broad Infrastructure ETF · $3.0B

[…]3 years · per year[…] · $14,877+14.2%

[…]5 years · per year[…] · $13,279+5.8%

0.55%Expense ratio$55 · $48 on $10k · lower wins0.48%

1.58%12-mo yield$158 · $567 on $10k5.67%

−17.2%Worst dropSmaller wins−7.3%

19.6%VolatilityLower wins11.2%

0–4NFRA wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsIPAV · NFRA

3.7%CP.TO3.8%

3.7%CNR.TO3.2%

2.8%CLNX.MC0.4%

0.8%AZJ.AX0.2%

Held in common7.8%

End-of-day Nov 9, 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	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	BNFRA	Northern Trust STOXX Global Broad Infrastructure ETFRead Desk	0.48%	5.67%	+2.1%	+9.7%	+11.7%	+14.2%	+5.8%	−7.3%	$3.0B
3	AIPAV	Global X Infrastructure Development ex-U.S. ETFRead Desk	0.55%	1.58%	+3.0%	+3.4%	+8.8%	new	new	−17.2%	$6M
4	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+6.3%	new	new	new	new	[…]	$14.7B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	BNFRA	Northern Trust STOXX Global Broad Infrastructure ETFRead Desk	0.48%	5.67%	+2.1%	+9.7%	+11.7%	+14.2%	+5.8%	−7.3%	$3.0B
3	AIPAV	Global X Infrastructure Development ex-U.S. ETFRead Desk	0.55%	1.58%	+3.0%	+3.4%	+8.8%	new	new	−17.2%	$6M
4	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+6.3%	new	new	new	new	[…]	$14.7B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IPAV vs NFRA

IPAV

Global X Infrastructure Development ex-U.S.

[…]

NFRA

Northern Trust STOXX Global Broad Infrastructure

$13,279

MeasureIPAVNFRA

Fee0.55%0.48%

Cost on $10k a year$55$48

Yield1.58%5.67%

5 years, per year[…]+5.8%

3 years, per year[…]+14.2%

Worst drop · 1Y−17.2%−7.3%

Volatility · 1Y19.6%11.2%

4–0measures won
NFRA first

7.8%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+46.5%

SMHVanEck

+35.3%

+46.5%Year to date+35.3%

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

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: IPAV, NFRA, SMH, DRAM

Today

7.8%most shared, IPAV and NFRA

IPAVNFRASMHDRAM

IPAV—7.8%0.0%0.0%

NFRA7.8%—0.0%0.0%

SMH0.0%0.0%—3.1%

DRAM0.0%0.0%3.1%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$519most kept, NFRA

NFRA$567 − $48 = $519

IPAV$158 − $55 = $103

SMH$23 − $35 = −$12

DRAM$0 − $65 = −$65

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee