Compare · 3 funds side by side · dividends reinvested

GRID, IGF and SMH

GRIDFirst Trust×IGFiShares×SMHVanEck×

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

02 / 04

GRID, IGF 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%$60.7B1.8

iShares Global Infrastructure ETFThematic · Infrastructure0.37%2.96%+7.6%+9.4%+19.0%+9.6%−10.4%11.3%$10.8B1.9

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%$11.0B2.4

Rank among the three1st → 3rdFee, 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: GRID 2009 · IGF 2007 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

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

GRID

IGF

iShares Global Infrastructure ETF · $10.8B$15,810

$10,000 five years ago, dividends reinvested · they hold 3.1% in common

GRIDMeasureIGF

+1.4%Year to dateJan 1 → Nov 6+7.6%

−1.0%1 yearTotal return+9.4%

+22.2%3 years · per year$10,000 became $18,267 · $16,866+19.0%

+9.8%5 years · per year$10,000 became $15,990 · $15,810+9.6%

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

1.00%Trailing 12-mo yield$100 · $296 a year on $10k2.96%

−23.5%Worst dropSmaller is better−10.4%

26.0%VolatilityLower is calmer11.3%

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

2–6IGF wins

End-of-day Nov 6, 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

38.5%in top 5

IGF

in top 523.8%

GRIDStockIGF

8.6%JCInot top 5

7.8%PWRnot top 5

7.7%ABBN.SWnot top 5

7.6%ETNnot top 5

6.9%SU.PAnot top 5

not top 5AENA.MC5.1%

not top 5TCL.AX5.1%

not top 5NEE5.1%

not top 5PAC4.3%

not top 5IBE.MC4.2%

Held in common3.1%

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

GRID vs IGF Returns, Every Period

First TrustGRID

+9.8%

5 years, per year

IGFiShares

+9.6%

5 years, per year

GRIDIGFFaded: behind in that period

2–2Level

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

GRID vs IGF

YTD

First TrustGRID

+1.4%

IGFiShares

+7.6%

+1.4%Year to date+7.6%

−23.5%Worst drop · 1Y−10.4%

26.0%Volatility · 1Y11.3%

1.0%Yield3.0%

$11.0BAssets$10.8B

4–0IGF wins

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

Cost, Income and Risk

Fees: GRID, IGF, SMH

Today

0.35%lowest, SMH

FundExpense ratioFee$10k

SMH0.35%$35

IGF0.37%$37

GRID0.56%$56

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

Yields: GRID, IGF, SMH

2.96%highest, IGF

FundTrailing yieldYield$10k

IGF2.96%$296

GRID1.00%$100

SMH0.24%$24

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

Income After Fees on $10,000

$259most kept, IGF

IGF$296 − $37 = $259

GRID$100 − $56 = $44

SMH$24 − $35 = −$11

KeptFee

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

Overlap: GRID, IGF, SMH

Today

4.4%most shared, GRID and SMH

GRIDIGFSMH

GRID—3.1%4.4%

IGF3.1%—0.0%

SMH4.4%0.0%—

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

Return vs Bumpiness: 3 ETFs

+29.5%SMH, at 42.9% volatility

IGFWorst drop−10.4%11.3% vol

GRIDWorst drop−23.5%26.0% 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

IGFSMH

+7.6%Year to date+28.8%

3.0%Yield0.2%

+9.4%Past year+29.5%

0.37%Fee0.35%

3–1SMH wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

$39.1BAssets$60.7B

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