Compare · 2 funds side by side · dividends reinvested

DTCR and GRID

DTCRGlobal X×GRIDFirst Trust×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,925GRID · best of the two

02 / 04

DTCR and GRID, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Global X - Data Center & Digital Infrastructure ETFThematic · Infrastructure0.50%0.98%+20.5%+14.4%+29.4%+9.3%−22.9%26.4%$1.9B1.4

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%$11.1B1.6

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: DTCR 2020 · GRID 2009

Head to Head

Swap sides Versus in desk

Head to Head

Global X - Data Center & Digital Infrastructure ETF · $1.9B$15,569

DTCR

GRID

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

$10,000 five years ago, dividends reinvested · they hold 2.0% in common

DTCRMeasureGRID

+20.5%Year to dateJan 1 → Nov 3+10.1%

+14.4%1 yearTotal return+7.5%

+29.4%3 years · per year$10,000 became $21,668 · $20,252+26.5%

+9.3%5 years · per year$10,000 became $15,569 · $17,925+12.4%

0.50%Expense ratio$50 · $56 a year on $10k · lower is better0.56%

0.98%Trailing 12-mo yield$98 · $92 a year on $10k0.92%

−22.9%Worst dropSmaller is better−18.1%

26.4%VolatilityLower is calmer25.0%

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

5–3DTCR wins

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

More Ways to See the Pairs

DTCR vs GRID: Top 5 Holdings

Today

DTCR

57.5%in top 5

GRID

in top 539.9%

DTCRStockGRID

14.8%AMTnot top 5

13.6%DLRnot top 5

13.1%EQIXnot top 5

11.1%CCInot top 5

not top 5JCI9.0%

not top 5PWR8.8%

not top 5ETN7.9%

not top 5ABBN.SW7.5%

not top 5SU.PA6.7%

5.0%SBACnot top 5

Held in common2.0%

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

DTCR vs GRID Returns, Every Period

Global XDTCR

+9.3%

5 years, per year

GRIDFirst Trust

+12.4%

5 years, per year

DTCRGRIDFaded: behind in that period

3–1DTCR wins

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

DTCR vs GRID

YTD

Global XDTCR

+20.5%

GRIDFirst Trust

+10.1%

+20.5%Year to date+10.1%

−22.9%Worst drop · 1Y−18.1%

26.4%Volatility · 1Y25.0%

1.0%Yield0.9%

$1.9BAssets$11.1B

2–2level

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

Cost, Income and Risk

Fees: DTCR, GRID

Today

0.50%lowest, DTCR

FundExpense ratioFee$10k

DTCR0.50%$50

GRID0.56%$56

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

Yields: DTCR, GRID

0.98%highest, DTCR

FundTrailing yieldYield$10k

DTCR0.98%$98

GRID0.92%$92

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

Income After Fees on $10,000

$48most kept, DTCR

DTCR$98 − $50 = $48

GRID$92 − $56 = $36

KeptFee

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

Overlap: DTCR, GRID

Today

2.0%most shared, DTCR and GRID

DTCRGRID

DTCR—2.0%

GRID2.0%—

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

Return vs Bumpiness: 2 ETFs

+14.4%DTCR, at 26.4% volatility

GRIDWorst drop−18.1%25.0% vol

DTCRWorst drop−22.9%26.4% vol

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

Paid More vs Made More

YTD

DTCRGRID

+20.5%Year to date+10.1%

1.0%Yield0.9%

+14.4%Past year+7.5%

0.50%Fee0.56%

4–0DTCR 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