Compare · 2 funds side by side · dividends reinvested

GRID and MLPX

GRIDFirst Trust×MLPXGlobal X×

Versus in desk

Story of the two · Growth1Y$10,000 one year agoDividends reinvested · both on one scale$13,318MLPX · best of the two

02 / 04

GRID and MLPX, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Global X - MLP & Energy Infrastructure ETFThematic · Infrastructure0.45%4.11%+27.1%+33.2%+27.1%+19.7%−9.1%17.3%$3.7B1.0

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index FundThematic · Infrastructure0.56%0.92%+10.1%+7.5%+26.5%+12.4%−18.1%25.0%$11.1B2.0

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: GRID 2009 · MLPX 2013

Head to Head

Swap sides Versus in desk

Head to Head

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund · $11.1B$17,925

GRID

MLPX

Global X - MLP & Energy Infrastructure ETF · $3.7B$24,523

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

GRIDMeasureMLPX

+10.1%Year to dateJan 1 → Nov 3+27.1%

+7.5%1 yearTotal return+33.2%

+26.5%3 years · per year$10,000 became $20,252 · $20,518+27.1%

+12.4%5 years · per year$10,000 became $17,925 · $24,523+19.7%

0.56%Expense ratio$56 · $45 a year on $10k · lower is better0.45%

0.92%Trailing 12-mo yield$92 · $411 a year on $10k4.11%

−18.1%Worst dropSmaller is better−9.1%

25.0%VolatilityLower is calmer17.3%

GRIDMLPX Winner of the row, in its colourEach row: the bigger of the two fills its side

0–8MLPX wins

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

GRID vs MLPX: Top 5 Holdings

Today

GRID

39.9%in top 5

MLPX

in top 542.3%

GRIDStockMLPX

not top 5TRP9.1%

9.0%JCInot top 5

not top 5WMB9.0%

8.8%PWRnot top 5

not top 5ENB8.7%

not top 5TRGP8.3%

7.9%ETNnot top 5

7.5%ABBN.SWnot top 5

not top 5KMI7.2%

6.7%SU.PAnot top 5

Held in common0.0%

End-of-day Nov 3, 2026 · share of each fund

GRID vs MLPX Returns, Every Period

First TrustGRID

+12.4%

5 years, per year

MLPXGlobal X

+19.7%

5 years, per year

GRIDMLPXFaded: behind in that period

0–4MLPX wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

GRID vs MLPX

YTD

First TrustGRID

+10.1%

MLPXGlobal X

+27.1%

+10.1%Year to date+27.1%

−18.1%Worst drop · 1Y−9.1%

25.0%Volatility · 1Y17.3%

0.9%Yield4.1%

$11.1BAssets$3.7B

4–0MLPX wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: GRID, MLPX

Today

0.45%lowest, MLPX

FundExpense ratioFee$10k

MLPX0.45%$45

GRID0.56%$56

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: GRID, MLPX

4.11%highest, MLPX

FundTrailing yieldYield$10k

MLPX4.11%$411

GRID0.92%$92

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$366most kept, MLPX

MLPX$411 − $45 = $366

GRID$92 − $56 = $36

KeptFee

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

Overlap: GRID, MLPX

Today

0.0%most shared, GRID and MLPX

GRIDMLPX

GRID—0.0%

MLPX0.0%—

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

Return vs Bumpiness: 2 ETFs

+33.2%MLPX, at 17.3% volatility

MLPXWorst drop−9.1%17.3% vol

GRIDWorst drop−18.1%25.0% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

MLPXGRID

+27.1%Year to date+10.1%

4.1%Yield0.9%

+33.2%Past year+7.5%

0.45%Fee0.56%

4–0MLPX wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

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