Compare · 2 funds side by side · dividends reinvested

ELFY and GRID

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

02 / 04

ELFY and GRID, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$11.1B1.4

ALPS Electrification Infrastructure ETFThematic · Infrastructure0.50%1.16%+8.9%+4.9%[…][…]−18.8%21.8%$165M1.5

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: ELFY 2025 · GRID 2009

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

ELFY

ALPS Electrification Infrastructure ETF · $165M[…]

$10,000 five years ago, dividends reinvested · they hold 6.6% in common

GRIDMeasureELFY

+10.1%Year to dateJan 1 → Nov 3+8.9%

+7.5%1 yearTotal return+4.9%

+26.5%3 years · per year$10,000 became $20,252 · […][…]

+12.4%5 years · per year$10,000 became $17,925 · […][…]

0.56%Expense ratio$56 · $50 a year on $10k · lower is better0.50%

0.92%Trailing 12-mo yield$92 · $116 a year on $10k1.16%

−18.1%Worst dropSmaller is better−18.8%

25.0%VolatilityLower is calmer21.8%

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

3–3Level

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 ELFY: Top 5 Holdings

Today

GRID

39.9%in top 5

ELFY

in top 55.3%

GRIDStockELFY

9.0%JCInot top 5

8.8%PWRnot top 5

7.9%ETNnot top 5

7.5%ABBN.SWnot top 5

6.7%SU.PAnot top 5

not top 5TRMB1.1%

not top 5BKH1.1%

not top 5J1.1%

not top 5LNG1.1%

not top 5NXT1.1%

Held in common6.6%

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

GRID vs ELFY Returns, Every Period

First TrustGRID

+7.5%

past year

ELFYALPS

+4.9%

past year

GRIDELFYFaded: behind in that period

2–0GRID wins

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

GRID vs ELFY

YTD

First TrustGRID

+10.1%

ELFYALPS

+8.9%

+10.1%Year to date+8.9%

−18.1%Worst drop · 1Y−18.8%

25.0%Volatility · 1Y21.8%

0.9%Yield1.2%

$11.1BAssets$165M

2–2level

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

Cost, Income and Risk

Fees: ELFY, GRID

Today

0.50%lowest, ELFY

FundExpense ratioFee$10k

ELFY0.50%$50

GRID0.56%$56

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

Yields: ELFY, GRID

1.16%highest, ELFY

FundTrailing yieldYield$10k

ELFY1.16%$116

GRID0.92%$92

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

Income After Fees on $10,000

$66most kept, ELFY

ELFY$116 − $50 = $66

GRID$92 − $56 = $36

KeptFee

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

Overlap: ELFY, GRID

Today

6.6%most shared, ELFY and GRID

ELFYGRID

ELFY—6.6%

GRID6.6%—

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

Return vs Bumpiness: 2 ETFs

+7.5%GRID, at 25.0% volatility

ELFYWorst drop−18.8%21.8% 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

ELFYGRID

+8.9%Year to date+10.1%

1.2%Yield0.9%

+4.9%Past year+7.5%

0.50%Fee0.56%

2–2level

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