NFRA vs IDV

ANFRA

BIDV

Measures won4–2NFRA wins · of 6 · 5Y

$10,000 · 5Y$34,950SMH · IDV $18,372

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 common2.5%NFRA and IDV

NFRA

IDV

Northern Trust STOXX Global Broad Infrastructure ETF · $3.1BiShares International Select Dividend ETF · $8.2B

+14.1%3 years · per year$14,866 · $20,067+26.1%

+5.6%5 years · per year$13,102 · $18,372+12.9%

0.48%Expense ratio$48 · $50 on $10k · lower wins0.50%

5.79%12-mo yield$579 · $574 on $10k5.74%

−7.3%Worst dropSmaller wins−8.5%

11.0%VolatilityLower wins13.7%

4–2NFRA wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsNFRA · IDV

1.4%ENEL.MI3.0%

0.5%BT-A.L1.2%

0.2%SRG.MI1.1%

0.2%APA.AX1.4%

Held in common2.5%

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	BIDV	iShares International Select Dividend ETFRead Desk	0.50%	5.74%	−2.0%	+11.6%	+20.0%	+26.1%	+12.9%	−8.5%	$8.2B
3	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%	$3.1B

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	BIDV	iShares International Select Dividend ETFRead Desk	0.50%	5.74%	−2.0%	+11.6%	+20.0%	+26.1%	+12.9%	−8.5%	$8.2B
3	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%	$3.1B

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 IDV

NFRA

Northern Trust STOXX Global Broad Infrastructure

$13,103

IDV

iShares International Select Dividend

$18,373

MeasureNFRAIDV

Fee0.48%0.50%

Cost on $10k a year$48$50

Yield5.79%5.74%

5 years, per year+5.6%+12.9%

3 years, per year+14.1%+26.1%

Worst drop · 1Y−7.3%−8.5%

Volatility · 1Y11.0%13.7%

4–2measures won
NFRA first

2.5%

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: NFRA, IDV, SMH

Today

2.5%most shared, NFRA and IDV

NFRAIDVSMH

NFRA—2.5%0.0%

IDV2.5%—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

IDV$574 − $50 = $524

SMH$24 − $35 = −$11

KeptFee

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