Compare · 4 funds side by side · dividends reinvested

GRID, MLPB, CIBR and SMH

GRIDFirst Trust×MLPBETRACS×CIBRFirst Trust×SMHVanEck×

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

02 / 04

GRID, MLPB, CIBR 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%$60.7B2.1

ETRACS Alerian MLP Infrastructure Index ETN Series BThematic · Infrastructure0.85%6.29%+16.9%+19.9%+16.2%+18.6%−12.5%15.2%$211M2.4

First Trust Nasdaq Cybersecurity ETFThematic · Cyber & cloud0.58%0.42%+32.8%+27.5%+28.7%+12.4%−20.6%31.3%$15.8B2.5

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%$10.4B3.0

Rank among the four1st → 4thFee, 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 · MLPB 2015 · CIBR 2015 · 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

MLPB

ETRACS Alerian MLP Infrastructure Index ETN Series B · $211M$23,460

$10,000 five years ago, dividends reinvested

GRIDMeasureMLPB

+5.9%Year to dateJan 1 → Nov 9+16.9%

+4.6%1 yearTotal return+19.9%

+23.1%3 years · per year$10,000 became $18,656 · $15,680+16.2%

+10.5%5 years · per year$10,000 became $16,504 · $23,460+18.6%

0.56%Expense ratio$56 · $85 a year on $10k · lower is better0.85%

0.96%Trailing 12-mo yield$96 · $629 a year on $10k6.29%

−23.5%Worst dropSmaller is better−12.5%

26.3%VolatilityLower is calmer15.2%

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

2–6MLPB 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 MLPB: Top 5 Holdings

Today

GRID

39.1%in top 5

MLPB

in top 5[…]

GRIDStockMLPB

8.7%JCInot top 5

8.2%PWRnot top 5

7.8%ETNnot top 5

7.7%ABBN.SWnot top 5

6.8%SU.PAnot top 5

Held in common[…]

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

GRID vs MLPB Returns, Every Period

First TrustGRID

+10.5%

5 years, per year

MLPBETRACS

+18.6%

5 years, per year

GRIDMLPBFaded: behind in that period

1–3MLPB wins

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

GRID vs MLPB

YTD

First TrustGRID

+5.9%

MLPBETRACS

+16.9%

+5.9%Year to date+16.9%

−23.5%Worst drop · 1Y−12.5%

26.3%Volatility · 1Y15.2%

1.0%Yield6.3%

$10.4BAssets$211M

4–0MLPB wins

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

Cost, Income and Risk

Fees: GRID, MLPB, CIBR, SMH

Today

0.35%lowest, SMH

FundExpense ratioFee$10k

SMH0.35%$35

GRID0.56%$56

CIBR0.58%$58

MLPB0.85%$85

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

Yields: GRID, MLPB, CIBR, SMH

6.29%highest, MLPB

FundTrailing yieldYield$10k

MLPB6.29%$629

GRID0.96%$96

CIBR0.42%$42

SMH0.23%$23

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

Income After Fees on $10,000

$544most kept, MLPB

MLPB$629 − $85 = $544

GRID$96 − $56 = $40

SMH$23 − $35 = −$12

CIBR$42 − $58 = −$16

KeptFee

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

Overlap: GRID, MLPB, CIBR, SMH

Today

5.7%most shared, CIBR and SMH

GRIDMLPBCIBRSMH

GRID—[…]2.9%4.4%

MLPB[…]—[…][…]

CIBR2.9%[…]—5.7%

SMH4.4%[…]5.7%—

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

Return vs Bumpiness: 4 ETFs

+39.3%SMH, at 43.1% volatility

MLPBWorst drop−12.5%15.2% vol

GRIDWorst drop−23.5%26.3% vol

CIBRWorst drop−20.6%31.3% 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

MLPBSMH

+16.9%Year to date+35.3%

6.3%Yield0.2%

+19.9%Past year+39.3%

0.85%Fee0.35%

3–1SMH wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

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

$37.5BAssets$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%

$122BAssets$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