NFRA vs IPAV

ANFRA

BIPAV

Measures won4–0NFRA wins · of 6 · 5Y

$10,000 · 5Y$38,820SMH · NFRA $13,443

Lowest cost0.35%SMH · $35 on $10k

Most income5.64%NFRA · $564 on $10k

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

Held in common7.7%NFRA and IPAV

NFRA

IPAV

Northern Trust STOXX Global Broad Infrastructure ETF · $3.1BGlobal X Infrastructure Development ex-U.S. ETF · $6M

+15.8%3 years · per year$15,521 · […][…]

+6.1%5 years · per year$13,443 · […][…]

0.48%Expense ratio$48 · $55 on $10k · lower wins0.55%

5.64%12-mo yield$564 · $157 on $10k1.57%

−7.3%Worst dropSmaller wins−17.2%

10.9%VolatilityLower wins19.2%

4–0NFRA wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsNFRA · IPAV

3.7%CP.TO3.6%

3.3%CNR.TO3.7%

0.4%CLNX.MC2.8%

0.2%AZJ.AX0.8%

Held in common7.7%

End-of-day Nov 4, 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%	0.22%	−2.7%	+40.0%	+38.2%	+54.7%	+31.2%	−24.6%	$65.4B
2	ANFRA	Northern Trust STOXX Global Broad Infrastructure ETFRead Desk	0.48%	5.64%	+1.9%	+10.4%	+11.7%	+15.8%	+6.1%	−7.3%	$3.1B
3	BIPAV	Global X Infrastructure Development ex-U.S. ETFRead Desk	0.55%	1.57%	+2.1%	+3.7%	+7.6%	new	new	−17.2%	$6M

End-of-day Nov 4, 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%	0.22%	−2.7%	+40.0%	+38.2%	+54.7%	+31.2%	−24.6%	$65.4B
2	ANFRA	Northern Trust STOXX Global Broad Infrastructure ETFRead Desk	0.48%	5.64%	+1.9%	+10.4%	+11.7%	+15.8%	+6.1%	−7.3%	$3.1B
3	BIPAV	Global X Infrastructure Development ex-U.S. ETFRead Desk	0.55%	1.57%	+2.1%	+3.7%	+7.6%	new	new	−17.2%	$6M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

NFRA vs IPAV

NFRA

Northern Trust STOXX Global Broad Infrastructure

$13,443

IPAV

Global X Infrastructure Development ex-U.S.

[…]

MeasureNFRAIPAV

Fee0.48%0.55%

Cost on $10k a year$48$55

Yield5.64%1.57%

5 years, per year+6.1%[…]

3 years, per year+15.8%[…]

Worst drop · 1Y−7.3%−17.2%

Volatility · 1Y10.9%19.2%

4–0measures won
NFRA first

7.7%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+49.8%

SMHVanEck

+40.0%

+49.8%Year to date+40.0%

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

$42.6BAssets$65.4B

2–0SOXX wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: NFRA, IPAV, SMH

Today

7.7%most shared, NFRA and IPAV

NFRAIPAVSMH

NFRA—7.7%0.0%

IPAV7.7%—0.0%

SMH0.0%0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$516most kept, NFRA

NFRA$564 − $48 = $516

IPAV$157 − $55 = $102

SMH$22 − $35 = −$13

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee