REIX vs IFRA

AREIX

BIFRA

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$17,812IFRA

Lowest cost0.30%IFRA · $30 on $10k

Most income2.61%REIX · $261 on $10k

Smallest drop−13.7%IFRA · worst fall in 1Y

Held in common18.0%REIX and IFRA

REIX

IFRA

NYLIM CBRE Real Estate & Infrastructure ETF · $36MiShares U.S. Infrastructure ETF · $4.0B

[…]3 years · per year[…] · $17,580+20.7%

[…]5 years · per year[…] · $17,812+12.2%

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

2.61%12-mo yield$261 · $175 on $10k1.75%

[…]Worst dropSmaller wins−13.7%

[…]VolatilityLower wins15.1%

1–1Level

$10,000 · 5 yearsOne scale

Shared top holdingsREIX · IFRA

2.0%WMB2.5%

1.7%UNP4.2%

1.5%AEP2.0%

1.6%ETR1.4%

Held in common18.0%

End-of-day Nov 4, 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%	1.75%	−1.1%	+11.5%	+12.3%	+20.7%	+12.2%	−13.7%	$4.0B
2	AREIX	NYLIM CBRE Real Estate & Infrastructure ETFRead Desk		0.65%	2.61%	+2.0%	new	new	new	new	[…]	$36M

End-of-day Nov 4, 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%	1.75%	−1.1%	+11.5%	+12.3%	+20.7%	+12.2%	−13.7%	$4.0B
2	AREIX	NYLIM CBRE Real Estate & Infrastructure ETFRead Desk		0.65%	2.61%	+2.0%	new	new	new	new	[…]	$36M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

REIX vs IFRA

REIX

NYLIM CBRE Real Estate & Infrastructure

[…]

IFRA

iShares U.S. Infrastructure

$17,812

MeasureREIXIFRA

Fee0.65%0.30%

Cost on $10k a year$65$30

Yield2.61%1.75%

5 years, per year[…]+12.2%

3 years, per year[…]+20.7%

Worst drop · 1Y[…]−13.7%

Volatility · 1Y[…]15.1%

1–1measures won
level

18.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: REIX, IFRA

Today

18.0%most shared, REIX and IFRA

REIXIFRA

REIX—18.0%

IFRA18.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$196most kept, REIX

REIX$261 − $65 = $196

IFRA$175 − $30 = $145

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee