NFRA vs IPAV

ANFRA

BIPAV

Measures won4–0NFRA wins · of 6 · 5Y

$10,000 · 5Y$33,824SMH · CIBR $17,492

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 common7.8%NFRA and IPAV

NFRA

IPAV

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

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

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

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

5.74%12-mo yield$574 · $162 on $10k1.62%

−7.3%Worst dropSmaller wins−17.2%

11.0%VolatilityLower wins19.5%

4–0NFRA wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsNFRA · IPAV

3.8%CP.TO3.6%

3.3%CNR.TO3.8%

0.4%CLNX.MC2.8%

0.2%AZJ.AX0.8%

Held in common7.8%

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%	$57.7B
2	CIBR	First Trust Nasdaq Cybersecurity ETFRead Desk	0.58%	0.43%	−6.5%	+27.7%	+21.3%	+27.4%	+11.8%	−20.6%	$16.9B
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
4	BIPAV	Global X Infrastructure Development ex-U.S. ETFRead Desk	0.55%	1.62%	−3.2%	+0.4%	+5.4%	new	new	−17.2%	$6M

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%	$57.7B
2	CIBR	First Trust Nasdaq Cybersecurity ETFRead Desk	0.58%	0.43%	−6.5%	+27.7%	+21.3%	+27.4%	+11.8%	−20.6%	$16.9B
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
4	BIPAV	Global X Infrastructure Development ex-U.S. ETFRead Desk	0.55%	1.62%	−3.2%	+0.4%	+5.4%	new	new	−17.2%	$6M

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 IPAV

NFRA

Northern Trust STOXX Global Broad Infrastructure

$13,116

IPAV

Global X Infrastructure Development ex-U.S.

[…]

MeasureNFRAIPAV

Fee0.48%0.55%

Cost on $10k a year$48$55

Yield5.74%1.62%

5 years, per year+5.6%[…]

3 years, per year+14.8%[…]

Worst drop · 1Y−7.3%−17.2%

Volatility · 1Y11.0%19.5%

4–0measures won
NFRA first

7.8%

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, IPAV, SMH, CIBR

Today

7.8%most shared, NFRA and IPAV

NFRAIPAVSMHCIBR

NFRA—7.8%0.0%0.0%

IPAV7.8%—0.0%0.0%

SMH0.0%0.0%—5.8%

CIBR0.0%0.0%5.8%—

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

IPAV$162 − $55 = $107

SMH$25 − $35 = −$10

CIBR$43 − $58 = −$15

KeptFee

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