Compare · 3 funds side by side · dividends reinvested

GRID, GII and CIBR

GRIDFirst Trust×GIISPDR×CIBRFirst Trust×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,857CIBR · best of the three

02 / 04

GRID, GII and CIBR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P Global Infrastructure ETFThematic · Infrastructure0.40%2.68%+9.3%+11.4%+20.3%+9.9%−10.6%11.5%$966M1.8

First Trust Nasdaq Cybersecurity ETFThematic · Cyber & cloud0.58%0.40%+36.6%+26.6%+31.0%+13.5%−21.1%30.5%$16.8B2.0

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%$11.1B2.3

Rank among the three1st → 3rdFee, 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: GRID 2009 · GII 2007 · CIBR 2015

Head to Head

Swap sides Versus in desk

Head to Head

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund · $11.1B$17,186

GRID

GII

State Street SPDR S&P Global Infrastructure ETF · $966M$16,055

$10,000 five years ago, dividends reinvested · they hold 2.8% in common

GRIDMeasureGII

+6.7%Year to dateJan 1 → Nov 4+9.3%

+3.9%1 yearTotal return+11.4%

+24.9%3 years · per year$10,000 became $19,474 · $17,431+20.3%

+11.4%5 years · per year$10,000 became $17,186 · $16,055+9.9%

0.56%Expense ratio$56 · $40 a year on $10k · lower is better0.40%

0.95%Trailing 12-mo yield$95 · $268 a year on $10k2.68%

−18.3%Worst dropSmaller is better−10.6%

25.2%VolatilityLower is calmer11.5%

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

2–6GII wins

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

More Ways to See the Pairs

GRID vs GII: Top 5 Holdings

Today

GRID

40.5%in top 5

GII

in top 523.1%

GRIDStockGII

9.1%PWRnot top 5

8.9%JCInot top 5

8.2%ETNnot top 5

7.6%ABBN.SWnot top 5

6.6%SU.PAnot top 5

not top 5TCL.AX5.0%

not top 5AENA.MC5.0%

not top 5NEE4.8%

not top 5PAC4.2%

not top 5IBE.MC4.1%

Held in common2.8%

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

GRID vs GII Returns, Every Period

First TrustGRID

+11.4%

5 years, per year

GIISPDR

+9.9%

5 years, per year

GRIDGIIFaded: behind in that period

2–2Level

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

GRID vs GII

YTD

First TrustGRID

+6.7%

GIISPDR

+9.3%

+6.7%Year to date+9.3%

−18.3%Worst drop · 1Y−10.6%

25.2%Volatility · 1Y11.5%

1.0%Yield2.7%

$11.1BAssets$966M

4–0GII wins

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

Cost, Income and Risk

Fees: GRID, GII, CIBR

Today

0.40%lowest, GII

FundExpense ratioFee$10k

GII0.40%$40

GRID0.56%$56

CIBR0.58%$58

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

Yields: GRID, GII, CIBR

2.68%highest, GII

FundTrailing yieldYield$10k

GII2.68%$268

GRID0.95%$95

CIBR0.40%$40

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

Income After Fees on $10,000

$228most kept, GII

GII$268 − $40 = $228

GRID$95 − $56 = $39

CIBR$40 − $58 = −$18

KeptFee

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

Overlap: GRID, GII, CIBR

Today

2.9%most shared, GRID and CIBR

GRIDGIICIBR

GRID—2.8%2.9%

GII2.8%—0.0%

CIBR2.9%0.0%—

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

Return vs Bumpiness: 3 ETFs

+26.6%CIBR, at 30.5% volatility

GIIWorst drop−10.6%11.5% vol

GRIDWorst drop−18.3%25.2% vol

CIBRWorst drop−21.1%30.5% vol

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

Paid More vs Made More

YTD

GIICIBR

+9.3%Year to date+36.6%

2.7%Yield0.4%

+11.4%Past year+26.6%

0.40%Fee0.58%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026