Compare · 2 funds side by side · dividends reinvested

GRID and IFRA

GRIDFirst Trust×IFRAiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,812IFRA · best of the two

02 / 04

GRID and IFRA, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares U.S. Infrastructure ETFThematic · Infrastructure0.30%1.75%+11.5%+12.3%+20.7%+12.2%−13.7%15.1%$4.1B1.1

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%$11.1B1.9

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 · IFRA 2018

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

IFRA

iShares U.S. Infrastructure ETF · $4.1B$17,812

$10,000 five years ago, dividends reinvested · they hold 4.1% in common

GRIDMeasureIFRA

+6.7%Year to dateJan 1 → Nov 4+11.5%

+3.9%1 yearTotal return+12.3%

+24.9%3 years · per year$10,000 became $19,474 · $17,580+20.7%

+11.4%5 years · per year$10,000 became $17,186 · $17,812+12.2%

0.56%Expense ratio$56 · $30 a year on $10k · lower is better0.30%

0.95%Trailing 12-mo yield$95 · $175 a year on $10k1.75%

−18.3%Worst dropSmaller is better−13.7%

25.2%VolatilityLower is calmer15.1%

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

1–7IFRA 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 IFRA: Top 5 Holdings

Today

GRID

40.5%in top 5

IFRA

in top 518.8%

GRIDStockIFRA

9.1%PWR3.8%

8.9%JCInot top 5

8.2%ETNnot top 5

7.6%ABBN.SWnot top 5

6.6%SU.PAnot top 5

not top 5UNP4.2%

not top 5NEE4.1%

not top 5CSX3.6%

not top 5CAT3.1%

Held in common4.1%

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

GRID vs IFRA Returns, Every Period

First TrustGRID

+11.4%

5 years, per year

IFRAiShares

+12.2%

5 years, per year

GRIDIFRAFaded: behind in that period

1–3IFRA wins

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

GRID vs IFRA

YTD

First TrustGRID

+6.7%

IFRAiShares

+11.5%

+6.7%Year to date+11.5%

−18.3%Worst drop · 1Y−13.7%

25.2%Volatility · 1Y15.1%

1.0%Yield1.8%

$11.1BAssets$4.1B

4–0IFRA wins

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

Cost, Income and Risk

Fees: GRID, IFRA

Today

0.30%lowest, IFRA

FundExpense ratioFee$10k

IFRA0.30%$30

GRID0.56%$56

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

Yields: GRID, IFRA

1.75%highest, IFRA

FundTrailing yieldYield$10k

IFRA1.75%$175

GRID0.95%$95

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

Income After Fees on $10,000

$145most kept, IFRA

IFRA$175 − $30 = $145

GRID$95 − $56 = $39

KeptFee

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

Overlap: GRID, IFRA

Today

4.1%most shared, GRID and IFRA

GRIDIFRA

GRID—4.1%

IFRA4.1%—

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

Return vs Bumpiness: 2 ETFs

+12.3%IFRA, at 15.1% volatility

IFRAWorst drop−13.7%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

IFRAGRID

+11.5%Year to date+6.7%

1.8%Yield1.0%

+12.3%Past year+3.9%

0.30%Fee0.56%

4–0IFRA 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