RBLD vs IFRA

ARBLD

BIFRA

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,009IFRA · RBLD $15,781

Lowest cost0.30%IFRA · $30 on $10k

Most income1.82%IFRA · $182 on $10k

Smallest drop−10.5%RBLD · worst fall in 1Y

Held in common42.6%RBLD and IFRA

RBLD

IFRA

First Trust Alerian U.S. NextGen Infrastructure ETF · $42MiShares U.S. Infrastructure ETF · $3.9B

+19.2%3 years · per year$16,917 · $16,660+18.5%

+9.6%5 years · per year$15,781 · $17,009+11.2%

0.65%Expense ratio$65 · $30 on $10k · lower wins0.30%

1.08%12-mo yield$108 · $182 on $10k1.82%

−10.5%Worst dropSmaller wins−13.7%

15.1%VolatilityLower wins15.5%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsRBLD · IFRA

1.2%VMC1.5%

1.2%ED1.3%

1.2%NEE4.5%

1.2%D1.8%

Held in common42.6%

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	BIFRA	iShares U.S. Infrastructure ETFRead Desk		0.30%	1.82%	−0.1%	+7.6%	+8.5%	+18.5%	+11.2%	−13.7%	$3.9B
2	ARBLD	First Trust Alerian U.S. NextGen Infrastructure ETFRead Desk		0.65%	1.08%	+0.4%	+9.5%	+7.4%	+19.2%	+9.6%	−10.5%	$42M

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	BIFRA	iShares U.S. Infrastructure ETFRead Desk		0.30%	1.82%	−0.1%	+7.6%	+8.5%	+18.5%	+11.2%	−13.7%	$3.9B
2	ARBLD	First Trust Alerian U.S. NextGen Infrastructure ETFRead Desk		0.65%	1.08%	+0.4%	+9.5%	+7.4%	+19.2%	+9.6%	−10.5%	$42M

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

RBLD vs IFRA

RBLD

First Trust Alerian U.S. NextGen Infrastructure

$15,781

IFRA

iShares U.S. Infrastructure

$17,009

MeasureRBLDIFRA

Fee0.65%0.30%

Cost on $10k a year$65$30

Yield1.08%1.82%

5 years, per year+9.6%+11.2%

3 years, per year+19.2%+18.5%

Worst drop · 1Y−10.5%−13.7%

Volatility · 1Y15.1%15.5%

3–3measures won
level

42.6%

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: RBLD, IFRA

Today

42.6%most shared, RBLD and IFRA

RBLDIFRA

RBLD—42.6%

IFRA42.6%—

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

Income After Fees on $10,000

$152most kept, IFRA

IFRA$182 − $30 = $152

RBLD$108 − $65 = $43

KeptFee

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