UPGR vs IFRA

AUPGR

BIFRA

Measures won1–4IFRA wins · of 6 · 5Y

$10,000 · 5Y$17,734IFRA

Lowest cost0.30%IFRA · $30 on $10k

Most income2.96%UPGR · $296 on $10k

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

Held in common1.0%UPGR and IFRA

UPGR

IFRA

Xtrackers US Green Infrastructure Select Equity ETF · $1MiShares U.S. Infrastructure ETF · $4.1B

+8.6%3 years · per year$12,797 · $17,919+21.5%

[…]5 years · per year[…] · $17,734+12.1%

0.35%Expense ratio$35 · $30 on $10k · lower wins0.30%

2.96%12-mo yield$296 · $173 on $10k1.73%

−31.1%Worst dropSmaller wins−13.7%

30.7%VolatilityLower wins15.1%

1–4IFRA wins

$10,000 · 5 yearsOne scale

Shared top holdingsUPGR · IFRA

3.0%RS0.9%

3.1%RYZ0.1%

3.3%WS0.1%

Held in common1.0%

End-of-day Nov 3, 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%	1.73%	0.0%	+12.8%	+13.4%	+21.5%	+12.1%	−13.7%	$4.1B
2	AUPGR	Xtrackers US Green Infrastructure Select Equity ETFRead Desk		0.35%	2.96%	+1.6%	−9.5%	−16.0%	+8.6%	new	−31.1%	$525K

End-of-day Nov 3, 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%	1.73%	0.0%	+12.8%	+13.4%	+21.5%	+12.1%	−13.7%	$4.1B
2	AUPGR	Xtrackers US Green Infrastructure Select Equity ETFRead Desk		0.35%	2.96%	+1.6%	−9.5%	−16.0%	+8.6%	new	−31.1%	$525K

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

Cards for this view

UPGR vs IFRA

UPGR

Xtrackers US Green Infrastructure Select Equity

[…]

IFRA

iShares U.S. Infrastructure

$17,734

MeasureUPGRIFRA

Fee0.35%0.30%

Cost on $10k a year$35$30

Yield2.96%1.73%

5 years, per year[…]+12.1%

3 years, per year+8.6%+21.5%

Worst drop · 1Y−31.1%−13.7%

Volatility · 1Y30.7%15.1%

4–1measures won
IFRA first

1.0%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: UPGR, IFRA

Today

1.0%most shared, UPGR and IFRA

UPGRIFRA

UPGR—1.0%

IFRA1.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$261most kept, UPGR

UPGR$296 − $35 = $261

IFRA$173 − $30 = $143

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee