NGIF vs IDU

ANGIF

BIDU

Measures won0–2IDU wins · of 6 · 5Y

$10,000 · 5Y$36,298SMH · IDU $15,132

Lowest cost0.35%SMH · $35 on $10k

Most income2.30%IDU · $230 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[…] · $15,652+16.1%

[…]5 years · per year[…] · $15,132+8.6%

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

0.00%12-mo yield$0 · $230 on $10k2.30%

[…]Worst dropSmaller wins−15.3%

[…]VolatilityLower wins14.9%

0–2IDU wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsNGIF · IDU

5.7%AEP4.3%

4.8%ETR3.2%

3.2%WM5.5%

3.2%NEE11.3%

Held in common30.5%

End-of-day Nov 9, 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%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	BIDU	iShares U.S. Utilities ETFRead Desk	0.37%	2.30%	+1.5%	+5.2%	+3.2%	+16.1%	+8.6%	−15.3%	$1.4B
3	ANGIF	Nuveen Global Infrastructure Fund: ETF Class SharesRead Desk	0.88%	0.00%	+1.8%	new	new	new	new	[…]	$530M

End-of-day Nov 9, 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%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	BIDU	iShares U.S. Utilities ETFRead Desk	0.37%	2.30%	+1.5%	+5.2%	+3.2%	+16.1%	+8.6%	−15.3%	$1.4B
3	ANGIF	Nuveen Global Infrastructure Fund: ETF Class SharesRead Desk	0.88%	0.00%	+1.8%	new	new	new	new	[…]	$530M

End-of-day Nov 9, 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

$15,132

MeasureNGIFIDU

Fee0.88%0.37%

Cost on $10k a year$88$37

Yield0.00%2.30%

5 years, per year[…]+8.6%

3 years, per year[…]+16.1%

Worst drop · 1Y[…]−15.3%

Volatility · 1Y[…]14.9%

2–0measures won
IDU first

30.5%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+46.5%

SMHVanEck

+35.3%

+46.5%Year to date+35.3%

0.33% · $33Fee · on $10k a year0.35% · $35

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: NGIF, IDU, SMH

Today

30.5%most shared, NGIF and IDU

NGIFIDUSMH

NGIF—30.5%0.0%

IDU30.5%—0.0%

SMH0.0%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$193most kept, IDU

IDU$230 − $37 = $193

SMH$23 − $35 = −$12

NGIF$0 − $88 = −$88

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee