REIX vs IDGT

AREIX

BIDGT

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$34,950SMH · IDGT $14,607

Lowest cost0.35%SMH · $35 on $10k

Most income2.66%REIX · $266 on $10k

Smallest drop−25.3%IDGT · worst fall in 1Y

Held in common7.2%REIX and IDGT

REIX

IDGT

NYLIM CBRE Real Estate & Infrastructure ETF · $37MiShares U.S. Digital Infrastructure and Real Estate ETF · $435M

[…]3 years · per year[…] · $18,695+23.2%

[…]5 years · per year[…] · $14,607+7.9%

0.65%Expense ratio$65 · $37 on $10k · lower wins0.37%

2.66%12-mo yield$266 · $92 on $10k0.92%

[…]Worst dropSmaller wins−25.3%

[…]VolatilityLower wins27.6%

1–1Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsREIX · IDGT

3.9%EQIX10.0%

2.0%AMT11.4%

1.3%DLR4.8%

Held in common7.2%

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

All Three

5Y3 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$57.7B
2	BIDGT	iShares U.S. Digital Infrastructure and Real Estate ETFRead Desk	0.37%	0.92%	+1.5%	+18.5%	+14.9%	+23.2%	+7.9%	−25.3%	$435M
3	AREIX	NYLIM CBRE Real Estate & Infrastructure ETFRead Desk	0.65%	2.66%	−0.7%	new	new	new	new	[…]	$37M

End-of-day Nov 6, 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%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$57.7B
2	BIDGT	iShares U.S. Digital Infrastructure and Real Estate ETFRead Desk	0.37%	0.92%	+1.5%	+18.5%	+14.9%	+23.2%	+7.9%	−25.3%	$435M
3	AREIX	NYLIM CBRE Real Estate & Infrastructure ETFRead Desk	0.65%	2.66%	−0.7%	new	new	new	new	[…]	$37M

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

REIX vs IDGT

REIX

NYLIM CBRE Real Estate & Infrastructure

[…]

IDGT

iShares U.S. Digital Infrastructure and Real Estate

$14,607

MeasureREIXIDGT

Fee0.65%0.37%

Cost on $10k a year$65$37

Yield2.66%0.92%

5 years, per year[…]+7.9%

3 years, per year[…]+23.2%

Worst drop · 1Y[…]−25.3%

Volatility · 1Y[…]27.6%

1–1measures won
level

7.2%

holdings shared

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

SOXX vs SMH

YTD

iSharesSOXX

+36.2%

SMHVanEck

+28.8%

+36.2%Year to date+28.8%

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

$37.6BAssets$57.7B

2–0SOXX wins

End-of-day Nov 6, 2026

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

Overlap: REIX, IDGT, SMH

Today

7.2%most shared, REIX and IDGT

REIXIDGTSMH

REIX—7.2%0.0%

IDGT7.2%—3.9%

SMH0.0%3.9%—

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

Income After Fees on $10,000

$201most kept, REIX

REIX$266 − $65 = $201

IDGT$92 − $37 = $55

SMH$24 − $35 = −$11

KeptFee

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