NFRA vs SHPP

ANFRA

BSHPP

Measures won4–1NFRA wins · of 6 · 5Y

$10,000 · 5Y$34,950SMH · NFRA $13,102

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 common15.4%NFRA and SHPP

NFRA

SHPP

Northern Trust STOXX Global Broad Infrastructure ETF · $3.1BPacer Industrials and Logistics ETF · $2M

+14.1%3 years · per year$14,866 · $15,234+15.1%

+5.6%5 years · per year$13,102 · […][…]

0.48%Expense ratio$48 · $60 on $10k · lower wins0.60%

5.79%12-mo yield$579 · $311 on $10k3.11%

−7.3%Worst dropSmaller wins−11.1%

11.0%VolatilityLower wins16.1%

4–1NFRA wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsNFRA · SHPP

3.8%CP.TO4.3%

3.2%CNR.TO4.0%

3.0%DHL.DE4.1%

2.4%UNP9.3%

Held in common15.4%

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 Four

5Y4 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$57.7B
2	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
3	BSHPP	Pacer Industrials and Logistics ETFRead Desk	0.60%	3.11%	−1.9%	+16.5%	+20.1%	+15.1%	new	−11.1%	$2M
4	GLIX	Lazard Listed Infrastructure ETFRead Desk	0.96%	2.34%	−1.3%	+13.7%	+13.8%	new	new	−10.1%	$51M

End-of-day Nov 6, 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%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$57.7B
2	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
3	BSHPP	Pacer Industrials and Logistics ETFRead Desk	0.60%	3.11%	−1.9%	+16.5%	+20.1%	+15.1%	new	−11.1%	$2M
4	GLIX	Lazard Listed Infrastructure ETFRead Desk	0.96%	2.34%	−1.3%	+13.7%	+13.8%	new	new	−10.1%	$51M

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 SHPP

NFRA

Northern Trust STOXX Global Broad Infrastructure

$13,102

SHPP

Pacer Industrials and Logistics

[…]

MeasureNFRASHPP

Fee0.48%0.60%

Cost on $10k a year$48$60

Yield5.79%3.11%

5 years, per year+5.6%[…]

3 years, per year+14.1%+15.1%

Worst drop · 1Y−7.3%−11.1%

Volatility · 1Y11.0%16.1%

4–1measures won
NFRA first

15.4%

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

$37.6BAssets$57.7B

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, SHPP, GLIX, SMH

Today

18.3%most shared, NFRA and GLIX

NFRASHPPGLIXSMH

NFRA—15.4%18.3%0.0%

SHPP15.4%—10.3%0.0%

GLIX18.3%10.3%—0.0%

SMH0.0%0.0%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

SHPP$311 − $60 = $251

GLIX$234 − $96 = $138

SMH$24 − $35 = −$11

KeptFee

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