Compare · 2 funds side by side · dividends reinvested

GRID and IGV

GRIDFirst Trust×IGViShares×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,990GRID · best of the two

02 / 04

GRID and IGV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$10.4B1.1

iShares Expanded Tech-Software Sector ETFThematic · Disruptive tech0.38%0.02%−6.4%−11.5%+13.3%+2.4%−33.2%32.9%$12.4B1.9

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

End-of-day Nov 6, 2026 · returns include dividends · since: GRID 2009 · IGV 2001

Head to Head

Swap sides Versus in desk

Head to Head

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund · $10.4B$15,990

GRID

IGV

iShares Expanded Tech-Software Sector ETF · $12.4B$11,265

$10,000 five years ago, dividends reinvested · they hold 1.2% in common

GRIDMeasureIGV

+1.4%Year to dateJan 1 → Nov 6−6.4%

−1.0%1 yearTotal return−11.5%

+22.2%3 years · per year$10,000 became $18,267 · $14,533+13.3%

+9.8%5 years · per year$10,000 became $15,990 · $11,264+2.4%

0.56%Expense ratio$56 · $38 a year on $10k · lower is better0.38%

1.00%Trailing 12-mo yield$100 · $2 a year on $10k0.02%

−23.5%Worst dropSmaller is better−33.2%

26.0%VolatilityLower is calmer32.9%

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

7–1GRID 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 IGV: Top 5 Holdings

Today

GRID

38.5%in top 5

IGV

in top 540.4%

GRIDStockIGV

not top 5MSFT9.5%

8.6%JCInot top 5

not top 5PANW8.2%

not top 5PLTR7.9%

7.8%PWRnot top 5

not top 5CRWD7.8%

7.7%ABBN.SWnot top 5

7.6%ETNnot top 5

not top 5ORCL7.0%

6.9%SU.PAnot top 5

Held in common1.2%

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

GRID vs IGV Returns, Every Period

First TrustGRID

+9.8%

5 years, per year

IGViShares

+2.4%

5 years, per year

GRIDIGVFaded: behind in that period

4–0GRID wins

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

GRID vs IGV

YTD

First TrustGRID

+1.4%

IGViShares

−6.4%

+1.4%Year to date−6.4%

−23.5%Worst drop · 1Y−33.2%

26.0%Volatility · 1Y32.9%

1.0%Yield0.0%

$10.4BAssets$12.4B

4–0GRID wins

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

Cost, Income and Risk

Fees: GRID, IGV

Today

0.38%lowest, IGV

FundExpense ratioFee$10k

IGV0.38%$38

GRID0.56%$56

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

Yields: GRID, IGV

1.00%highest, GRID

FundTrailing yieldYield$10k

GRID1.00%$100

IGV0.02%$2

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

Income After Fees on $10,000

$44most kept, GRID

GRID$100 − $56 = $44

IGV$2 − $38 = −$36

KeptFee

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

Overlap: GRID, IGV

Today

1.2%most shared, GRID and IGV

GRIDIGV

GRID—1.2%

IGV1.2%—

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

Return vs Bumpiness: 2 ETFs

−1.0%GRID, at 26.0% volatility

GRIDWorst drop−23.5%26.0% vol

IGVWorst drop−33.2%32.9% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

GRIDIGV

+1.4%Year to date−6.4%

1.0%Yield0.0%

−1.0%Past year−11.5%

0.56%Fee0.38%

3–1GRID wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026