Compare · 2 funds side by side · dividends reinvested

GRID and POWR

GRIDFirst Trust×POWRiShares×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,925GRID · best of the two

02 / 04

GRID and POWR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index FundThematic · Infrastructure0.56%0.92%+10.1%+7.5%+26.5%+12.4%−18.1%25.0%$11.1B1.5

iShares U.S. Power Infrastructure ETFThematic · Infrastructure0.39%6.25%+9.2%+6.3%+6.2%+10.7%−13.8%18.2%$454M1.5

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

End-of-day Nov 3, 2026 · returns include dividends · since: GRID 2009 · POWR 2012

Head to Head

Swap sides Versus in desk

Head to Head

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund · $11.1B$17,925

GRID

POWR

iShares U.S. Power Infrastructure ETF · $454M$16,619

$10,000 five years ago, dividends reinvested · they hold 19.2% in common

GRIDMeasurePOWR

+10.1%Year to dateJan 1 → Nov 3+9.2%

+7.5%1 yearTotal return+6.3%

+26.5%3 years · per year$10,000 became $20,252 · $11,992+6.2%

+12.4%5 years · per year$10,000 became $17,925 · $16,619+10.7%

0.56%Expense ratio$56 · $39 a year on $10k · lower is better0.39%

0.92%Trailing 12-mo yield$92 · $625 a year on $10k6.25%

−18.1%Worst dropSmaller is better−13.8%

25.0%VolatilityLower is calmer18.2%

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

4–4Level

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

More Ways to See the Pairs

GRID vs POWR: Top 5 Holdings

Today

GRID

39.9%in top 5

POWR

in top 528.2%

GRIDStockPOWR

9.0%JCInot top 5

8.8%PWR6.1%

7.9%ETN5.5%

7.5%ABBN.SWnot top 5

6.7%SU.PAnot top 5

not top 5NEE6.2%

not top 5GEV5.5%

not top 5EQT4.9%

Held in common19.2%

End-of-day Nov 3, 2026 · share of each fund

GRID vs POWR Returns, Every Period

First TrustGRID

+12.4%

5 years, per year

POWRiShares

+10.7%

5 years, per year

GRIDPOWRFaded: behind in that period

4–0GRID wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

GRID vs POWR

YTD

First TrustGRID

+10.1%

POWRiShares

+9.2%

+10.1%Year to date+9.2%

−18.1%Worst drop · 1Y−13.8%

25.0%Volatility · 1Y18.2%

0.9%Yield6.3%

$11.1BAssets$454M

3–1POWR wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: GRID, POWR

Today

0.39%lowest, POWR

FundExpense ratioFee$10k

POWR0.39%$39

GRID0.56%$56

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: GRID, POWR

6.25%highest, POWR

FundTrailing yieldYield$10k

POWR6.25%$625

GRID0.92%$92

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$586most kept, POWR

POWR$625 − $39 = $586

GRID$92 − $56 = $36

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: GRID, POWR

Today

19.2%most shared, GRID and POWR

GRIDPOWR

GRID—19.2%

POWR19.2%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+7.5%GRID, at 25.0% volatility

POWRWorst drop−13.8%18.2% vol

GRIDWorst drop−18.1%25.0% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

POWRGRID

+9.2%Year to date+10.1%

6.3%Yield0.9%

+6.3%Past year+7.5%

0.39%Fee0.56%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026