NFRA vs SMH

ANFRA

BSMH

Measures won3–3level · 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 common0.0%NFRA and SMH

NFRA

SMH

Northern Trust STOXX Global Broad Infrastructure ETF · $3.1BVanEck Semiconductor ETF · $65.8B

+15.8%3 years · per year$15,521 · $37,049+54.7%

+6.1%5 years · per year$13,443 · $38,820+31.2%

0.48%Expense ratio$48 · $35 on $10k · lower wins0.35%

5.64%12-mo yield$564 · $22 on $10k0.22%

−7.3%Worst dropSmaller wins−24.6%

10.9%VolatilityLower wins41.2%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsNFRA · SMH

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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

Both

5Y2 funds

#			Trend
1	BSMH	VanEck Semiconductor ETFRead Desk		0.35%	0.22%	−2.7%	+40.0%	+38.2%	+54.7%	+31.2%	−24.6%	$65.8B
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

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

Both

5Y2 funds

#			Trend
1	BSMH	VanEck Semiconductor ETFRead Desk		0.35%	0.22%	−2.7%	+40.0%	+38.2%	+54.7%	+31.2%	−24.6%	$65.8B
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

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 SMH

NFRA

Northern Trust STOXX Global Broad Infrastructure

$13,443

SMH

VanEck Semiconductor

$38,820

MeasureNFRASMH

Fee0.48%0.35%

Cost on $10k a year$48$35

Yield5.64%0.22%

5 years, per year+6.1%+31.2%

3 years, per year+15.8%+54.7%

Worst drop · 1Y−7.3%−24.6%

Volatility · 1Y10.9%41.2%

3–3measures won
level

0.0%

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

$44.3BAssets$65.8B

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%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: NFRA, SMH

Today

0.0%most shared, NFRA and SMH

NFRASMH

NFRA—0.0%

SMH0.0%—

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

SMH$22 − $35 = −$13

KeptFee

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