NFRA vs IVV

ANFRA

BIVV

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,177VOO · IVV $17,177

Lowest cost0.03%IVV · $3 on $10k

Most income5.79%NFRA · $579 on $10k

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

Held in common4.0%NFRA and IVV

NFRA

IVV

Northern Trust STOXX Global Broad Infrastructure ETF · $3.0BiShares Core S&P 500 ETF · $853B

+14.1%3 years · per year$14,866 · $18,084+21.8%

+5.6%5 years · per year$13,102 · $17,177+11.4%

0.48%Expense ratio$48 · $3 on $10k · lower wins0.03%

5.79%12-mo yield$579 · $114 on $10k1.14%

−7.3%Worst dropSmaller wins−8.9%

11.0%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsNFRA · IVV

2.6%VZ0.3%

2.5%NEE0.3%

2.4%UNP0.3%

2.1%T0.2%

Held in common4.0%

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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
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%	$3.0B

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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
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%	$3.0B

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 IVV

NFRA

Northern Trust STOXX Global Broad Infrastructure

$13,103

IVV

iShares Core S&P 500

$17,177

MeasureNFRAIVV

Fee0.48%0.03%

Cost on $10k a year$48$3

Yield5.79%1.14%

5 years, per year+5.6%+11.4%

3 years, per year+14.1%+21.8%

Worst drop · 1Y−7.3%−8.9%

Volatility · 1Y11.0%13.6%

3–3measures won
level

4.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM 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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: NFRA, IVV, VOO

Today

92.2%most shared, IVV and VOO

NFRAIVVVOO

NFRA—4.0%3.7%

IVV4.0%—92.2%

VOO3.7%92.2%—

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

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

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