Compare · 3 funds side by side · dividends reinvested

GRID, IGV and SMH

GRIDFirst Trust×IGViShares×SMHVanEck×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$36,298SMH · best of the three

02 / 04

GRID, IGV and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VanEck Semiconductor ETFThematic · AI & semis0.35%0.23%+35.3%+39.3%+50.1%+29.4%−33.1%43.1%$60.7B1.5

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index FundThematic · Infrastructure0.56%0.96%+5.9%+4.6%+23.1%+10.5%−23.5%26.3%$10.4B1.8

iShares Expanded Tech-Software Sector ETFThematic · Disruptive tech0.38%0.02%−4.0%−7.2%+13.6%+3.0%−33.2%32.9%$12.4B2.8

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: GRID 2009 · IGV 2001 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund · $10.4B$16,504

GRID

IGV

iShares Expanded Tech-Software Sector ETF · $12.4B$11,584

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

GRIDMeasureIGV

+5.9%Year to dateJan 1 → Nov 9−4.0%

+4.6%1 yearTotal return−7.2%

+23.1%3 years · per year$10,000 became $18,656 · $14,660+13.6%

+10.5%5 years · per year$10,000 became $16,504 · $11,584+3.0%

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

0.96%Trailing 12-mo yield$96 · $2 a year on $10k0.02%

−23.5%Worst dropSmaller is better−33.2%

26.3%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 9, 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

39.1%in top 5

IGV

in top 540.6%

GRIDStockIGV

not top 5MSFT9.4%

8.7%JCInot top 5

not top 5PLTR8.2%

8.2%PWRnot top 5

not top 5PANW8.1%

7.8%ETNnot top 5

not top 5CRWD7.8%

7.7%ABBN.SWnot top 5

not top 5ORCL7.1%

6.8%SU.PAnot top 5

Held in common1.2%

End-of-day Nov 9, 2026 · share of each fund

GRID vs IGV Returns, Every Period

First TrustGRID

+10.5%

5 years, per year

IGViShares

+3.0%

5 years, per year

GRIDIGVFaded: behind in that period

4–0GRID wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

GRID vs SMH

YTD

First TrustGRID

+5.9%

SMHVanEck

+35.3%

+5.9%Year to date+35.3%

−23.5%Worst drop · 1Y−33.1%

26.3%Volatility · 1Y43.1%

1.0%Yield0.2%

$10.4BAssets$60.7B

3–1GRID wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: GRID, IGV, SMH

Today

0.35%lowest, SMH

FundExpense ratioFee$10k

SMH0.35%$35

IGV0.38%$38

GRID0.56%$56

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: GRID, IGV, SMH

0.96%highest, GRID

FundTrailing yieldYield$10k

GRID0.96%$96

SMH0.23%$23

IGV0.02%$2

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$40most kept, GRID

GRID$96 − $56 = $40

SMH$23 − $35 = −$12

IGV$2 − $38 = −$36

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: GRID, IGV, SMH

Today

4.8%most shared, IGV and SMH

GRIDIGVSMH

GRID—1.2%4.4%

IGV1.2%—4.8%

SMH4.4%4.8%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+39.3%SMH, at 43.1% volatility

GRIDWorst drop−23.5%26.3% vol

IGVWorst drop−33.2%32.9% vol

SMHWorst drop−33.1%43.1% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

GRIDSMH

+5.9%Year to date+35.3%

1.0%Yield0.2%

+4.6%Past year+39.3%

0.56%Fee0.35%

3–1SMH wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SOXX vs SMH

YTD

iSharesSOXX

+46.5%

SMHVanEck

+35.3%

+46.5%Year to date+35.3%

0.33% · $33Fee · on $10k a year0.35% · $35

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026