REIX vs IFRA

AREIX

BIFRA

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$33,824SMH · IFRA $16,955

Lowest cost0.30%IFRA · $30 on $10k

Most income2.64%REIX · $264 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[…] · $16,837+19.0%

[…]5 years · per year[…] · $16,955+11.1%

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

2.64%12-mo yield$264 · $182 on $10k1.82%

[…]Worst dropSmaller wins−13.7%

[…]VolatilityLower wins15.5%

1–1Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsREIX · IFRA

1.8%WMB2.4%

1.7%UNP4.3%

1.6%ETR1.5%

1.5%AEP2.0%

Held in common18.0%

End-of-day Nov 5, 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%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$65.4B
2	BIFRA	iShares U.S. Infrastructure ETFRead Desk	0.30%	1.82%	−3.5%	+7.6%	+9.0%	+19.0%	+11.1%	−13.7%	$4.0B
3	AREIX	NYLIM CBRE Real Estate & Infrastructure ETFRead Desk	0.65%	2.64%	−1.1%	new	new	new	new	[…]	$36M

End-of-day Nov 5, 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%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$65.4B
2	BIFRA	iShares U.S. Infrastructure ETFRead Desk	0.30%	1.82%	−3.5%	+7.6%	+9.0%	+19.0%	+11.1%	−13.7%	$4.0B
3	AREIX	NYLIM CBRE Real Estate & Infrastructure ETFRead Desk	0.65%	2.64%	−1.1%	new	new	new	new	[…]	$36M

End-of-day Nov 5, 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

$16,955

MeasureREIXIFRA

Fee0.65%0.30%

Cost on $10k a year$65$30

Yield2.64%1.82%

5 years, per year[…]+11.1%

3 years, per year[…]+19.0%

Worst drop · 1Y[…]−13.7%

Volatility · 1Y[…]15.5%

1–1measures won
level

18.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+31.6%

SMHVanEck

+24.3%

+31.6%Year to date+24.3%

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

$42.6BAssets$65.4B

2–0SOXX wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: REIX, IFRA, SMH

Today

18.0%most shared, REIX and IFRA

REIXIFRASMH

REIX—18.0%0.0%

IFRA18.0%—0.0%

SMH0.0%0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$199most kept, REIX

REIX$264 − $65 = $199

IFRA$182 − $30 = $152

SMH$25 − $35 = −$10

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee