Compare · 2 funds side by side · dividends reinvested

EFRA and GRID

EFRAiShares×GRIDFirst Trust×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,186GRID · best of the two

02 / 04

EFRA and GRID, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Environmental Infrastructure and Industrials ETFThematic · Infrastructure0.47%3.98%+10.9%+13.4%+17.3%[…]−11.2%15.1%$6M1.1

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index FundThematic · Infrastructure0.56%0.95%+6.7%+3.9%+24.9%+11.4%−18.3%25.2%$11.3B1.8

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

End-of-day Nov 4, 2026 · returns include dividends · since: EFRA 2022 · GRID 2009

Head to Head

Swap sides Versus in desk

Head to Head

iShares Environmental Infrastructure and Industrials ETF · $6M[…]

EFRA

GRID

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund · $11.3B$17,186

$10,000 five years ago, dividends reinvested · they hold 0.4% in common

EFRAMeasureGRID

+10.9%Year to dateJan 1 → Nov 4+6.7%

+13.4%1 yearTotal return+3.9%

+17.3%3 years · per year$10,000 became $16,145 · $19,474+24.9%

[…]5 years · per year$10,000 became […] · $17,186+11.4%

0.47%Expense ratio$47 · $56 a year on $10k · lower is better0.56%

3.98%Trailing 12-mo yield$398 · $95 a year on $10k0.95%

−11.2%Worst dropSmaller is better−18.3%

15.1%VolatilityLower is calmer25.2%

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

6–1EFRA wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

EFRA vs GRID: Top 5 Holdings

Today

EFRA

31.2%in top 5

GRID

in top 540.5%

EFRAStockGRID

not top 5PWR9.1%

not top 5JCI8.9%

not top 5ETN8.2%

not top 5ABBN.SW7.6%

7.2%VLTOnot top 5

not top 5SU.PA6.6%

6.2%AWKnot top 5

6.0%WABnot top 5

5.9%VIE.PAnot top 5

5.9%SWnot top 5

Held in common0.4%

End-of-day Nov 4, 2026 · share of each fund

EFRA vs GRID Returns, Every Period

iSharesEFRA

+13.4%

past year

GRIDFirst Trust

+3.9%

past year

EFRAGRIDFaded: behind in that period

2–1EFRA wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

EFRA vs GRID

YTD

iSharesEFRA

+10.9%

GRIDFirst Trust

+6.7%

+10.9%Year to date+6.7%

−11.2%Worst drop · 1Y−18.3%

15.1%Volatility · 1Y25.2%

4.0%Yield1.0%

$5.8MAssets$11.3B

4–0EFRA wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: EFRA, GRID

Today

0.47%lowest, EFRA

FundExpense ratioFee$10k

EFRA0.47%$47

GRID0.56%$56

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: EFRA, GRID

3.98%highest, EFRA

FundTrailing yieldYield$10k

EFRA3.98%$398

GRID0.95%$95

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$351most kept, EFRA

EFRA$398 − $47 = $351

GRID$95 − $56 = $39

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: EFRA, GRID

Today

0.4%most shared, EFRA and GRID

EFRAGRID

EFRA—0.4%

GRID0.4%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+13.4%EFRA, at 15.1% volatility

EFRAWorst drop−11.2%15.1% vol

GRIDWorst drop−18.3%25.2% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

EFRAGRID

+10.9%Year to date+6.7%

4.0%Yield1.0%

+13.4%Past year+3.9%

0.47%Fee0.56%

4–0EFRA wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026