REIX vs IGF

AREIX

BIGF

Measures won0–2IGF wins · of 6 · 5Y

$10,000 · 5Y$33,824SMH · IGF $15,807

Lowest cost0.35%SMH · $35 on $10k

Most income2.95%IGF · $295 on $10k

Smallest drop−10.4%IGF · worst fall in 1Y

Held in common23.3%REIX and IGF

REIX

IGF

NYLIM CBRE Real Estate & Infrastructure ETF · $36MiShares Global Infrastructure ETF · $10.9B

[…]3 years · per year[…] · $17,157+19.7%

[…]5 years · per year[…] · $15,807+9.6%

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

2.64%12-mo yield$264 · $295 on $10k2.95%

[…]Worst dropSmaller wins−10.4%

[…]VolatilityLower wins11.3%

0–2IGF wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsREIX · IGF

1.8%WMB2.7%

1.7%ENEL.MI2.2%

1.5%AEP1.9%

1.6%ETR1.4%

Held in common23.3%

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	BIGF	iShares Global Infrastructure ETFRead Desk	0.37%	2.95%	−1.2%	+8.2%	+10.7%	+19.7%	+9.6%	−10.4%	$10.9B
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	BIGF	iShares Global Infrastructure ETFRead Desk	0.37%	2.95%	−1.2%	+8.2%	+10.7%	+19.7%	+9.6%	−10.4%	$10.9B
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 IGF

REIX

NYLIM CBRE Real Estate & Infrastructure

[…]

IGF

iShares Global Infrastructure

$15,807

MeasureREIXIGF

Fee0.65%0.37%

Cost on $10k a year$65$37

Yield2.64%2.95%

5 years, per year[…]+9.6%

3 years, per year[…]+19.7%

Worst drop · 1Y[…]−10.4%

Volatility · 1Y[…]11.3%

2–0measures won
IGF first

23.3%

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, IGF, SMH

Today

23.3%most shared, REIX and IGF

REIXIGFSMH

REIX—23.3%0.0%

IGF23.3%—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

$258most kept, IGF

IGF$295 − $37 = $258

REIX$264 − $65 = $199

SMH$25 − $35 = −$10

KeptFee

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