Compare · 2 funds side by side · dividends reinvested

GRID and IGF

GRIDFirst Trust×IGFiShares×

Versus in desk

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

02 / 04

GRID and IGF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Global Infrastructure ETFThematic · Infrastructure0.37%2.94%+8.5%+10.9%+20.5%+9.7%−10.4%11.2%$10.9B1.4

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%$11.1B1.6

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: GRID 2009 · IGF 2007

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

IGF

iShares Global Infrastructure ETF · $10.9B$15,886

$10,000 five years ago, dividends reinvested · they hold 2.9% in common

GRIDMeasureIGF

+10.1%Year to dateJan 1 → Nov 3+8.5%

+7.5%1 yearTotal return+10.9%

+26.5%3 years · per year$10,000 became $20,252 · $17,513+20.5%

+12.4%5 years · per year$10,000 became $17,925 · $15,886+9.7%

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

0.92%Trailing 12-mo yield$92 · $294 a year on $10k2.94%

−18.1%Worst dropSmaller is better−10.4%

25.0%VolatilityLower is calmer11.2%

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

3–5IGF wins

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 IGF: Top 5 Holdings

Today

GRID

39.9%in top 5

IGF

in top 522.7%

GRIDStockIGF

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 5TCL.AX4.9%

not top 5AENA.MC4.9%

not top 5NEE4.8%

not top 5IBE.MC4.1%

not top 5PAC4.0%

Held in common2.9%

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

GRID vs IGF Returns, Every Period

First TrustGRID

+12.4%

5 years, per year

IGFiShares

+9.7%

5 years, per year

GRIDIGFFaded: behind in that period

3–1GRID wins

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

GRID vs IGF

YTD

First TrustGRID

+10.1%

IGFiShares

+8.5%

+10.1%Year to date+8.5%

−18.1%Worst drop · 1Y−10.4%

25.0%Volatility · 1Y11.2%

0.9%Yield2.9%

$11.1BAssets$10.9B

3–1IGF wins

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

Cost, Income and Risk

Fees: GRID, IGF

Today

0.37%lowest, IGF

FundExpense ratioFee$10k

IGF0.37%$37

GRID0.56%$56

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

Yields: GRID, IGF

2.94%highest, IGF

FundTrailing yieldYield$10k

IGF2.94%$294

GRID0.92%$92

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

Income After Fees on $10,000

$257most kept, IGF

IGF$294 − $37 = $257

GRID$92 − $56 = $36

KeptFee

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

Overlap: GRID, IGF

Today

2.9%most shared, GRID and IGF

GRIDIGF

GRID—2.9%

IGF2.9%—

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

Return vs Bumpiness: 2 ETFs

+10.9%IGF, at 11.2% volatility

IGFWorst drop−10.4%11.2% 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

IGFGRID

+8.5%Year to date+10.1%

2.9%Yield0.9%

+10.9%Past year+7.5%

0.37%Fee0.56%

3–1IGF wins

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