NFRA vs CSIO

ANFRA

BCSIO

Measures won2–0NFRA wins · of 6 · 5Y

$10,000 · 5Y$34,950SMH · NFRA $13,102

Lowest cost0.35%SMH · $35 on $10k

Most income5.79%NFRA · $579 on $10k

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

Held in common17.3%NFRA and CSIO

NFRA

CSIO

Northern Trust STOXX Global Broad Infrastructure ETF · $3.0BCohen & Steers Infrastructure Opportunities Active ETF · $54M

+14.1%3 years · per year$14,866 · […][…]

+5.6%5 years · per year$13,102 · […][…]

0.48%Expense ratio$48 · $65 on $10k · lower wins0.65%

5.79%12-mo yield$579 · $185 on $10k1.85%

−7.3%Worst dropSmaller wins[…]

11.0%VolatilityLower wins[…]

2–0NFRA wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsNFRA · CSIO

3.2%CNR.TO2.6%

2.5%NEE6.7%

2.4%UNP5.2%

1.5%SO2.1%

Held in common17.3%

End-of-day Nov 6, 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	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$60.7B
2	ANFRA	Northern Trust STOXX Global Broad Infrastructure ETFRead Desk	0.48%	5.79%	−0.9%	+7.4%	+9.2%	+14.1%	+5.6%	−7.3%	$3.0B
3	BCSIO	Cohen & Steers Infrastructure Opportunities Active ETFRead Desk	0.65%	1.85%	−0.8%	+13.9%	new	new	new	[…]	$54M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$60.7B
2	ANFRA	Northern Trust STOXX Global Broad Infrastructure ETFRead Desk	0.48%	5.79%	−0.9%	+7.4%	+9.2%	+14.1%	+5.6%	−7.3%	$3.0B
3	BCSIO	Cohen & Steers Infrastructure Opportunities Active ETFRead Desk	0.65%	1.85%	−0.8%	+13.9%	new	new	new	[…]	$54M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

NFRA vs CSIO

NFRA

Northern Trust STOXX Global Broad Infrastructure

$13,102

CSIO

Cohen & Steers Infrastructure Opportunities Active

[…]

MeasureNFRACSIO

Fee0.48%0.65%

Cost on $10k a year$48$65

Yield5.79%1.85%

5 years, per year+5.6%[…]

3 years, per year+14.1%[…]

Worst drop · 1Y−7.3%[…]

Volatility · 1Y11.0%[…]

2–0measures won
NFRA first

17.3%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+36.2%

SMHVanEck

+28.8%

+36.2%Year to date+28.8%

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

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: NFRA, CSIO, SMH

Today

17.3%most shared, NFRA and CSIO

NFRACSIOSMH

NFRA—17.3%0.0%

CSIO17.3%—0.0%

SMH0.0%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$531most kept, NFRA

NFRA$579 − $48 = $531

CSIO$185 − $65 = $120

SMH$24 − $35 = −$11

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee