Compare · 2 funds side by side · dividends reinvested

GRID and MLPX

GRIDFirst Trust×MLPXGlobal X×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$23,782MLPX · best of the two

02 / 04

GRID and MLPX, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Global X - MLP & Energy Infrastructure ETFThematic · Infrastructure0.45%4.29%+22.0%+27.8%+25.1%+18.9%−9.1%17.8%$3.7B1.0

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index FundThematic · Infrastructure0.56%0.95%+6.7%+3.9%+24.9%+11.4%−18.3%25.2%$11.1B2.0

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

End-of-day Nov 4, 2026 · returns include dividends · since: GRID 2009 · MLPX 2013

Head to Head

Swap sides Versus in desk

Head to Head

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund · $11.1B$17,186

GRID

MLPX

Global X - MLP & Energy Infrastructure ETF · $3.7B$23,782

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

GRIDMeasureMLPX

+6.7%Year to dateJan 1 → Nov 4+22.0%

+3.9%1 yearTotal return+27.8%

+24.9%3 years · per year$10,000 became $19,474 · $19,592+25.1%

+11.4%5 years · per year$10,000 became $17,186 · $23,782+18.9%

0.56%Expense ratio$56 · $45 a year on $10k · lower is better0.45%

0.95%Trailing 12-mo yield$95 · $429 a year on $10k4.29%

−18.3%Worst dropSmaller is better−9.1%

25.2%VolatilityLower is calmer17.8%

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

0–8MLPX wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

GRID vs MLPX: Top 5 Holdings

Today

GRID

40.5%in top 5

MLPX

in top 542.5%

GRIDStockMLPX

not top 5TRP9.3%

9.1%PWRnot top 5

not top 5WMB9.0%

8.9%JCInot top 5

not top 5ENB8.9%

8.2%ETNnot top 5

not top 5TRGP8.1%

7.6%ABBN.SWnot top 5

not top 5KMI7.3%

6.6%SU.PAnot top 5

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

GRID vs MLPX Returns, Every Period

First TrustGRID

+11.4%

5 years, per year

MLPXGlobal X

+18.9%

5 years, per year

GRIDMLPXFaded: behind in that period

0–4MLPX wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

GRID vs MLPX

YTD

First TrustGRID

+6.7%

MLPXGlobal X

+22.0%

+6.7%Year to date+22.0%

−18.3%Worst drop · 1Y−9.1%

25.2%Volatility · 1Y17.8%

1.0%Yield4.3%

$11.1BAssets$3.7B

4–0MLPX wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: GRID, MLPX

Today

0.45%lowest, MLPX

FundExpense ratioFee$10k

MLPX0.45%$45

GRID0.56%$56

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: GRID, MLPX

4.29%highest, MLPX

FundTrailing yieldYield$10k

MLPX4.29%$429

GRID0.95%$95

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$384most kept, MLPX

MLPX$429 − $45 = $384

GRID$95 − $56 = $39

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: GRID, MLPX

Today

0.0%most shared, GRID and MLPX

GRIDMLPX

GRID—0.0%

MLPX0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+27.8%MLPX, at 17.8% volatility

MLPXWorst drop−9.1%17.8% vol

GRIDWorst drop−18.3%25.2% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

MLPXGRID

+22.0%Year to date+6.7%

4.3%Yield1.0%

+27.8%Past year+3.9%

0.45%Fee0.56%

4–0MLPX wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026