Compare · 2 funds side by side · dividends reinvested

GRID and IDGT

GRIDFirst Trust×IDGTiShares×

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

02 / 04

GRID and IDGT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$11.1B1.5

iShares U.S. Digital Infrastructure and Real Estate ETFThematic · Infrastructure0.37%0.86%+26.7%+20.3%+26.8%+9.5%−21.1%26.4%$471M1.5

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

End-of-day Nov 4, 2026 · returns include dividends · since: GRID 2009 · IDGT 2001

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

IDGT

iShares U.S. Digital Infrastructure and Real Estate ETF · $471M$15,773

$10,000 five years ago, dividends reinvested · they hold 1.8% in common

GRIDMeasureIDGT

+6.7%Year to dateJan 1 → Nov 4+26.7%

+3.9%1 yearTotal return+20.3%

+24.9%3 years · per year$10,000 became $19,474 · $20,398+26.8%

+11.4%5 years · per year$10,000 became $17,186 · $15,773+9.5%

0.56%Expense ratio$56 · $37 a year on $10k · lower is better0.37%

0.95%Trailing 12-mo yield$95 · $86 a year on $10k0.86%

−18.3%Worst dropSmaller is better−21.1%

25.2%VolatilityLower is calmer26.4%

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

4–4Level

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 IDGT: Top 5 Holdings

Today

GRID

40.5%in top 5

IDGT

in top 541.8%

GRIDStockIDGT

not top 5AMT10.3%

not top 5EQIX9.5%

9.1%PWRnot top 5

8.9%JCInot top 5

8.2%ETNnot top 5

not top 5SBAC8.0%

7.6%ABBN.SWnot top 5

not top 5FSLY7.1%

not top 5CCI6.9%

6.6%SU.PAnot top 5

Held in common1.8%

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

GRID vs IDGT Returns, Every Period

First TrustGRID

+11.4%

5 years, per year

IDGTiShares

+9.5%

5 years, per year

GRIDIDGTFaded: behind in that period

1–3IDGT wins

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

GRID vs IDGT

YTD

First TrustGRID

+6.7%

IDGTiShares

+26.7%

+6.7%Year to date+26.7%

−18.3%Worst drop · 1Y−21.1%

25.2%Volatility · 1Y26.4%

1.0%Yield0.9%

$11.1BAssets$471M

3–1GRID wins

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

Cost, Income and Risk

Fees: GRID, IDGT

Today

0.37%lowest, IDGT

FundExpense ratioFee$10k

IDGT0.37%$37

GRID0.56%$56

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

Yields: GRID, IDGT

0.95%highest, GRID

FundTrailing yieldYield$10k

GRID0.95%$95

IDGT0.86%$86

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

Income After Fees on $10,000

$49most kept, IDGT

IDGT$86 − $37 = $49

GRID$95 − $56 = $39

KeptFee

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

Overlap: GRID, IDGT

Today

1.8%most shared, GRID and IDGT

GRIDIDGT

GRID—1.8%

IDGT1.8%—

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

Return vs Bumpiness: 2 ETFs

+20.3%IDGT, at 26.4% volatility

GRIDWorst drop−18.3%25.2% vol

IDGTWorst drop−21.1%26.4% vol

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

Paid More vs Made More

YTD

GRIDIDGT

+6.7%Year to date+26.7%

1.0%Yield0.9%

+3.9%Past year+20.3%

0.56%Fee0.37%

3–1IDGT 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%

$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