NGIF vs IDU

ANGIF

BIDU

Measures won0–2IDU wins · of 6 · 5Y

$10,000 · 5Y$14,961IDU

Lowest cost0.37%IDU · $37 on $10k

Most income2.34%IDU · $234 on $10k

Smallest drop−15.3%IDU · worst fall in 1Y

Held in common30.5%NGIF and IDU

NGIF

IDU

Nuveen Global Infrastructure Fund: ETF Class Shares · $530MiShares U.S. Utilities ETF · $1.4B

[…]3 years · per year[…] · $15,742+16.3%

[…]5 years · per year[…] · $14,961+8.4%

0.88%Expense ratio$88 · $37 on $10k · lower wins0.37%

0.00%12-mo yield$0 · $234 on $10k2.34%

[…]Worst dropSmaller wins−15.3%

[…]VolatilityLower wins14.9%

0–2IDU wins

$10,000 · 5 yearsOne scale

Shared top holdingsNGIF · IDU

5.7%AEP4.3%

4.8%ETR3.2%

3.2%WM5.6%

3.2%NEE11.5%

Held in common30.5%

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

Both

5Y2 funds

#			Trend
1	BIDU	iShares U.S. Utilities ETFRead Desk		0.37%	2.34%	−0.3%	+3.7%	+1.3%	+16.3%	+8.4%	−15.3%	$1.4B
2	ANGIF	Nuveen Global Infrastructure Fund: ETF Class SharesRead Desk		0.88%	0.00%	−1.0%	new	new	new	new	[…]	$530M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BIDU	iShares U.S. Utilities ETFRead Desk		0.37%	2.34%	−0.3%	+3.7%	+1.3%	+16.3%	+8.4%	−15.3%	$1.4B
2	ANGIF	Nuveen Global Infrastructure Fund: ETF Class SharesRead Desk		0.88%	0.00%	−1.0%	new	new	new	new	[…]	$530M

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

NGIF vs IDU

NGIF

Nuveen Global Infrastructure Fund: ETF Class Shares

[…]

IDU

iShares U.S. Utilities

$14,961

MeasureNGIFIDU

Fee0.88%0.37%

Cost on $10k a year$88$37

Yield0.00%2.34%

5 years, per year[…]+8.4%

3 years, per year[…]+16.3%

Worst drop · 1Y[…]−15.3%

Volatility · 1Y[…]14.9%

2–0measures won
IDU first

30.5%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: NGIF, IDU

Today

30.5%most shared, NGIF and IDU

NGIFIDU

NGIF—30.5%

IDU30.5%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$197most kept, IDU

IDU$234 − $37 = $197

NGIF$0 − $88 = −$88

KeptFee

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