Compare · 4 funds side by side · dividends reinvested

EMLP, GRID, CIBR and SMH

EMLPFirst Trust×GRIDFirst Trust×CIBRFirst Trust×SMHVanEck×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$34,950SMH · best of the four

02 / 04

EMLP, GRID, CIBR and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VanEck Semiconductor ETFThematic · AI & semis0.35%0.24%+28.8%+29.5%+48.9%+28.4%−33.1%42.9%$57.7B2.1

First Trust North American Energy Infrastructure FundThematic · Infrastructure0.95%2.85%+16.1%+17.7%+21.4%+15.3%−7.9%11.2%$4.2B2.4

First Trust Nasdaq Cybersecurity ETFThematic · Cyber & cloud0.58%0.43%+27.7%+21.1%+27.4%+11.5%−20.6%31.1%$16.9B2.5

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index FundThematic · Infrastructure0.56%1.00%+1.4%−1.0%+22.2%+9.8%−23.5%26.0%$11.0B3.0

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: EMLP 2012 · GRID 2009 · CIBR 2015 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

First Trust North American Energy Infrastructure Fund · $4.2B$20,336

EMLP

GRID

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund · $11.0B$15,990

$10,000 five years ago, dividends reinvested · they hold 0.2% in common

EMLPMeasureGRID

+16.1%Year to dateJan 1 → Nov 6+1.4%

+17.7%1 yearTotal return−1.0%

+21.4%3 years · per year$10,000 became $17,913 · $18,267+22.2%

+15.3%5 years · per year$10,000 became $20,336 · $15,990+9.8%

0.95%Expense ratio$95 · $56 a year on $10k · lower is better0.56%

2.85%Trailing 12-mo yield$285 · $100 a year on $10k1.00%

−7.9%Worst dropSmaller is better−23.5%

11.2%VolatilityLower is calmer26.0%

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

6–2EMLP wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

EMLP vs GRID: Top 5 Holdings

Today

EMLP

27.6%in top 5

GRID

in top 538.5%

EMLPStockGRID

8.9%EPDnot top 5

not top 5JCI8.6%

not top 5PWR7.8%

not top 5ABBN.SW7.7%

not top 5ETN7.6%

7.1%ETnot top 5

not top 5SU.PA6.9%

4.4%MPLXnot top 5

3.6%PAGPnot top 5

3.5%KMInot top 5

Held in common0.2%

End-of-day Nov 6, 2026 · share of each fund

EMLP vs GRID Returns, Every Period

First TrustEMLP

+15.3%

5 years, per year

GRIDFirst Trust

+9.8%

5 years, per year

EMLPGRIDFaded: behind in that period

3–1EMLP wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

EMLP vs GRID

YTD

First TrustEMLP

+16.1%

GRIDFirst Trust

+1.4%

+16.1%Year to date+1.4%

−7.9%Worst drop · 1Y−23.5%

11.2%Volatility · 1Y26.0%

2.8%Yield1.0%

$4.2BAssets$11.0B

4–0EMLP wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: EMLP, GRID, CIBR, SMH

Today

0.35%lowest, SMH

FundExpense ratioFee$10k

SMH0.35%$35

GRID0.56%$56

CIBR0.58%$58

EMLP0.95%$95

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: EMLP, GRID, CIBR, SMH

2.85%highest, EMLP

FundTrailing yieldYield$10k

EMLP2.85%$285

GRID1.00%$100

CIBR0.43%$43

SMH0.24%$24

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$190most kept, EMLP

EMLP$285 − $95 = $190

GRID$100 − $56 = $44

SMH$24 − $35 = −$11

CIBR$43 − $58 = −$15

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: EMLP, GRID, CIBR, SMH

Today

5.9%most shared, CIBR and SMH

EMLPGRIDCIBRSMH

EMLP—0.2%0.0%0.0%

GRID0.2%—3.0%4.4%

CIBR0.0%3.0%—5.9%

SMH0.0%4.4%5.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+29.5%SMH, at 42.9% volatility

EMLPWorst drop−7.9%11.2% vol

GRIDWorst drop−23.5%26.0% vol

CIBRWorst drop−20.6%31.1% vol

SMHWorst drop−33.1%42.9% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

EMLPSMH

+16.1%Year to date+28.8%

2.8%Yield0.2%

+17.7%Past year+29.5%

0.95%Fee0.35%

3–1SMH wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

SOXX vs SMH

YTD

iSharesSOXX

+36.2%

SMHVanEck

+28.8%

+36.2%Year to date+28.8%

0.33% · $33Fee · on $10k a year0.35% · $35

$37.6BAssets$57.7B

2–0SOXX wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026