NFRA vs VIG

ANFRA

BVIG

Measures won2–4VIG wins · of 6 · 5Y

$10,000 · 5Y$33,824SMH · VIG $16,331

Lowest cost0.04%VIG · $4 on $10k

Most income5.74%NFRA · $574 on $10k

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

Held in common3.6%NFRA and VIG

NFRA

VIG

Northern Trust STOXX Global Broad Infrastructure ETF · $3.1BVanguard Dividend Appreciation ETF · $109B

+14.8%3 years · per year$15,144 · $16,814+18.9%

+5.6%5 years · per year$13,116 · $16,331+10.3%

0.48%Expense ratio$48 · $4 on $10k · lower wins0.04%

5.74%12-mo yield$574 · $149 on $10k1.49%

−7.3%Worst dropSmaller wins−7.9%

11.0%VolatilityLower wins10.8%

2–4VIG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsNFRA · VIG

2.5%UNP0.7%

2.5%NEE0.7%

1.3%CSX0.4%

1.2%WM0.3%

Held in common3.6%

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 Three

5Y3 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	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
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

End-of-day Nov 5, 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%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$57.7B
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
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

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 VIG

NFRA

Northern Trust STOXX Global Broad Infrastructure

$13,116

VIG

Vanguard Dividend Appreciation

$16,331

MeasureNFRAVIG

Fee0.48%0.04%

Cost on $10k a year$48$4

Yield5.74%1.49%

5 years, per year+5.6%+10.3%

3 years, per year+14.8%+18.9%

Worst drop · 1Y−7.3%−7.9%

Volatility · 1Y11.0%10.8%

4–2measures won
VIG first

3.6%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

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

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

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026

Overlap: NFRA, VIG, SMH

Today

10.3%most shared, VIG and SMH

NFRAVIGSMH

NFRA—3.6%0.0%

VIG3.6%—10.3%

SMH0.0%10.3%—

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

VIG$149 − $4 = $145

SMH$25 − $35 = −$10

KeptFee

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