NFRA vs GLIX

ANFRA

BGLIX

Measures won4–0NFRA wins · of 6 · 5Y

$10,000 · 5Y$33,824SMH · NFRA $13,116

Lowest cost0.35%SMH · $35 on $10k

Most income5.74%NFRA · $574 on $10k

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

Held in common18.4%NFRA and GLIX

NFRA

GLIX

Northern Trust STOXX Global Broad Infrastructure ETF · $3.1BLazard Listed Infrastructure ETF · $50M

+14.8%3 years · per year$15,144 · […][…]

+5.6%5 years · per year$13,116 · […][…]

0.48%Expense ratio$48 · $96 on $10k · lower wins0.96%

5.74%12-mo yield$574 · $231 on $10k2.31%

−7.3%Worst dropSmaller wins−10.1%

11.0%VolatilityLower wins12.2%

4–0NFRA wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsNFRA · GLIX

3.3%CNR.TO3.2%

1.5%NG.L5.7%

2.5%NEE1.5%

3.8%CP.TO1.4%

Held in common18.4%

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

All Four

5Y4 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$65.4B
2	ANFRA	Northern Trust STOXX Global Broad Infrastructure ETFRead Desk	0.48%	5.74%	−1.7%	+8.4%	+10.4%	+14.8%	+5.6%	−7.3%	$3.1B
3	BGLIX	Lazard Listed Infrastructure ETFRead Desk	0.96%	2.31%	−0.4%	+15.2%	+15.4%	new	new	−10.1%	$50M
4	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	−18.0%	new	new	new	new	[…]	$17.6B

End-of-day Nov 5, 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%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$65.4B
2	ANFRA	Northern Trust STOXX Global Broad Infrastructure ETFRead Desk	0.48%	5.74%	−1.7%	+8.4%	+10.4%	+14.8%	+5.6%	−7.3%	$3.1B
3	BGLIX	Lazard Listed Infrastructure ETFRead Desk	0.96%	2.31%	−0.4%	+15.2%	+15.4%	new	new	−10.1%	$50M
4	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	−18.0%	new	new	new	new	[…]	$17.6B

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

NFRA vs GLIX

NFRA

Northern Trust STOXX Global Broad Infrastructure

$13,116

GLIX

Lazard Listed Infrastructure

[…]

MeasureNFRAGLIX

Fee0.48%0.96%

Cost on $10k a year$48$96

Yield5.74%2.31%

5 years, per year+5.6%[…]

3 years, per year+14.8%[…]

Worst drop · 1Y−7.3%−10.1%

Volatility · 1Y11.0%12.2%

4–0measures won
NFRA first

18.4%

holdings shared

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

SOXX vs SMH

YTD

iSharesSOXX

+31.6%

SMHVanEck

+24.3%

+31.6%Year to date+24.3%

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

$42.6BAssets$65.4B

2–0SOXX 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%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: NFRA, GLIX, DRAM, SMH

Today

18.4%most shared, NFRA and GLIX

NFRAGLIXDRAMSMH

NFRA—18.4%0.0%0.0%

GLIX18.4%—0.0%0.0%

DRAM0.0%0.0%—3.2%

SMH0.0%0.0%3.2%—

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

Income After Fees on $10,000

$526most kept, NFRA

NFRA$574 − $48 = $526

GLIX$231 − $96 = $135

SMH$25 − $35 = −$10

DRAM$0 − $65 = −$65

KeptFee

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