TOLZ vs IFRA

ATOLZ

BIFRA

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,009IFRA · TOLZ $14,536

Lowest cost0.30%IFRA · $30 on $10k

Most income3.13%TOLZ · $313 on $10k

Smallest drop−10.5%TOLZ · worst fall in 1Y

Held in common21.6%TOLZ and IFRA

TOLZ

IFRA

ProShares - DJ Brookfield Global Infrastructure ETF · $170MiShares U.S. Infrastructure ETF · $3.9B

+15.8%3 years · per year$15,536 · $16,660+18.5%

+7.8%5 years · per year$14,536 · $17,009+11.2%

0.46%Expense ratio$46 · $30 on $10k · lower wins0.30%

3.13%12-mo yield$313 · $182 on $10k1.82%

−10.5%Worst dropSmaller wins−13.7%

11.4%VolatilityLower wins15.5%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsTOLZ · IFRA

3.7%WMB2.3%

3.5%TRP1.9%

2.8%KMI1.8%

2.6%OKE1.6%

Held in common21.6%

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

Both

5Y2 funds

#			Trend
1	BIFRA	iShares U.S. Infrastructure ETFRead Desk		0.30%	1.82%	−0.1%	+7.6%	+8.5%	+18.5%	+11.2%	−13.7%	$3.9B
2	ATOLZ	ProShares - DJ Brookfield Global Infrastructure ETFRead Desk		0.46%	3.13%	−1.3%	+9.3%	+12.2%	+15.8%	+7.8%	−10.5%	$170M

End-of-day Nov 6, 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%	1.82%	−0.1%	+7.6%	+8.5%	+18.5%	+11.2%	−13.7%	$3.9B
2	ATOLZ	ProShares - DJ Brookfield Global Infrastructure ETFRead Desk		0.46%	3.13%	−1.3%	+9.3%	+12.2%	+15.8%	+7.8%	−10.5%	$170M

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

TOLZ vs IFRA

TOLZ

ProShares - DJ Brookfield Global Infrastructure

$14,536

IFRA

iShares U.S. Infrastructure

$17,009

MeasureTOLZIFRA

Fee0.46%0.30%

Cost on $10k a year$46$30

Yield3.13%1.82%

5 years, per year+7.8%+11.2%

3 years, per year+15.8%+18.5%

Worst drop · 1Y−10.5%−13.7%

Volatility · 1Y11.4%15.5%

3–3measures won
level

21.6%

holdings shared

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

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: TOLZ, IFRA

Today

21.6%most shared, TOLZ and IFRA

TOLZIFRA

TOLZ—21.6%

IFRA21.6%—

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

Income After Fees on $10,000

$267most kept, TOLZ

TOLZ$313 − $46 = $267

IFRA$182 − $30 = $152

KeptFee

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