REIX vs IFRA

AREIX

BIFRA

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$36,298SMH · CIBR $17,956

Lowest cost0.30%IFRA · $30 on $10k

Most income2.62%REIX · $262 on $10k

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

Held in common17.9%REIX and IFRA

REIX

IFRA

NYLIM CBRE Real Estate & Infrastructure ETF · $36MiShares U.S. Infrastructure ETF · $3.9B

[…]3 years · per year[…] · $16,765+18.8%

[…]5 years · per year[…] · $17,293+11.6%

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

2.62%12-mo yield$262 · $176 on $10k1.76%

[…]Worst dropSmaller wins−13.7%

[…]VolatilityLower wins15.8%

1–1Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsREIX · IFRA

1.8%WMB2.3%

1.6%UNP4.2%

1.6%ETR1.5%

1.9%XEL1.5%

Held in common17.9%

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 Four

5Y4 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	CIBR	First Trust Nasdaq Cybersecurity ETFRead Desk	0.58%	0.42%	+4.0%	+32.8%	+27.5%	+28.7%	+12.4%	−20.6%	$15.8B
3	BIFRA	iShares U.S. Infrastructure ETFRead Desk	0.30%	1.76%	+3.1%	+10.9%	+12.7%	+18.8%	+11.6%	−13.7%	$3.9B
4	AREIX	NYLIM CBRE Real Estate & Infrastructure ETFRead Desk	0.65%	2.62%	+1.6%	new	new	new	new	[…]	$36M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 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	CIBR	First Trust Nasdaq Cybersecurity ETFRead Desk	0.58%	0.42%	+4.0%	+32.8%	+27.5%	+28.7%	+12.4%	−20.6%	$15.8B
3	BIFRA	iShares U.S. Infrastructure ETFRead Desk	0.30%	1.76%	+3.1%	+10.9%	+12.7%	+18.8%	+11.6%	−13.7%	$3.9B
4	AREIX	NYLIM CBRE Real Estate & Infrastructure ETFRead Desk	0.65%	2.62%	+1.6%	new	new	new	new	[…]	$36M

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

REIX vs IFRA

REIX

NYLIM CBRE Real Estate & Infrastructure

[…]

IFRA

iShares U.S. Infrastructure

$17,293

MeasureREIXIFRA

Fee0.65%0.30%

Cost on $10k a year$65$30

Yield2.62%1.76%

5 years, per year[…]+11.6%

3 years, per year[…]+18.8%

Worst drop · 1Y[…]−13.7%

Volatility · 1Y[…]15.8%

1–1measures won
level

17.9%

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: REIX, IFRA, CIBR, SMH

Today

17.9%most shared, REIX and IFRA

REIXIFRACIBRSMH

REIX—17.9%0.0%0.0%

IFRA17.9%—0.0%0.0%

CIBR0.0%0.0%—5.7%

SMH0.0%0.0%5.7%—

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

Income After Fees on $10,000

$197most kept, REIX

REIX$262 − $65 = $197

IFRA$176 − $30 = $146

SMH$23 − $35 = −$12

CIBR$42 − $58 = −$16

KeptFee

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