NFRA vs IGF

ANFRA

BIGF

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$33,824SMH · IGF $15,807

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 common32.9%NFRA and IGF

NFRA

IGF

Northern Trust STOXX Global Broad Infrastructure ETF · $3.1BiShares Global Infrastructure ETF · $10.8B

+14.8%3 years · per year$15,144 · $17,157+19.7%

+5.6%5 years · per year$13,116 · $15,807+9.6%

0.48%Expense ratio$48 · $37 on $10k · lower wins0.37%

5.74%12-mo yield$574 · $295 on $10k2.95%

−7.3%Worst dropSmaller wins−10.4%

11.0%VolatilityLower wins11.3%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsNFRA · IGF

2.6%IBE.MC4.2%

2.5%NEE5.0%

1.8%ENB.TO3.5%

1.5%NG.L2.3%

Held in common32.9%

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 Three

5Y3 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$57.7B
2	BIGF	iShares Global Infrastructure ETFRead Desk	0.37%	2.95%	−1.2%	+8.2%	+10.7%	+19.7%	+9.6%	−10.4%	$10.8B
3	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

End-of-day Nov 5, 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%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$57.7B
2	BIGF	iShares Global Infrastructure ETFRead Desk	0.37%	2.95%	−1.2%	+8.2%	+10.7%	+19.7%	+9.6%	−10.4%	$10.8B
3	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

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 IGF

NFRA

Northern Trust STOXX Global Broad Infrastructure

$13,116

IGF

iShares Global Infrastructure

$15,807

MeasureNFRAIGF

Fee0.48%0.37%

Cost on $10k a year$48$37

Yield5.74%2.95%

5 years, per year+5.6%+9.6%

3 years, per year+14.8%+19.7%

Worst drop · 1Y−7.3%−10.4%

Volatility · 1Y11.0%11.3%

3–3measures won
level

32.9%

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

$37.6BAssets$57.7B

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%

$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: NFRA, IGF, SMH

Today

32.9%most shared, NFRA and IGF

NFRAIGFSMH

NFRA—32.9%0.0%

IGF32.9%—0.0%

SMH0.0%0.0%—

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

IGF$295 − $37 = $258

SMH$25 − $35 = −$10

KeptFee

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