Compare · 3 funds side by side · dividends reinvested

GRID, POWR and SMIG

GRIDFirst Trust×POWRiShares×SMIGBahl & Gaynor×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,186GRID · best of the three

02 / 04

GRID, POWR and SMIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Bahl & Gaynor Small/Mid Cap Income Growth ETFIncome · Dividend stocks0.60%1.66%+14.7%+17.0%+16.4%+7.6%−8.5%11.4%$1.5B1.8

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%$11.3B2.1

iShares U.S. Power Infrastructure ETFThematic · Infrastructure0.39%6.40%+6.6%+3.4%+5.1%+10.6%−13.8%18.3%$444M2.1

Rank among the three1st → 3rdFee, 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 · POWR 2012 · SMIG 2021

Head to Head

Swap sides Versus in desk

Head to Head

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund · $11.3B$17,186

GRID

POWR

iShares U.S. Power Infrastructure ETF · $444M$16,569

$10,000 five years ago, dividends reinvested · they hold 19.9% in common

GRIDMeasurePOWR

+6.7%Year to dateJan 1 → Nov 4+6.6%

+3.9%1 yearTotal return+3.4%

+24.9%3 years · per year$10,000 became $19,474 · $11,616+5.1%

+11.4%5 years · per year$10,000 became $17,186 · $16,569+10.6%

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

0.95%Trailing 12-mo yield$95 · $640 a year on $10k6.40%

−18.3%Worst dropSmaller is better−13.8%

25.2%VolatilityLower is calmer18.3%

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

4–4Level

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 POWR: Top 5 Holdings

Today

GRID

40.5%in top 5

POWR

in top 528.7%

GRIDStockPOWR

9.1%PWR6.3%

8.9%JCInot top 5

8.2%ETN5.7%

7.6%ABBN.SWnot top 5

6.6%SU.PAnot top 5

not top 5NEE6.1%

not top 5GEV5.8%

not top 5EQT4.7%

Held in common19.9%

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

GRID vs POWR Returns, Every Period

First TrustGRID

+11.4%

5 years, per year

POWRiShares

+10.6%

5 years, per year

GRIDPOWRFaded: behind in that period

4–0GRID wins

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

GRID vs POWR

YTD

First TrustGRID

+6.7%

POWRiShares

+6.6%

+6.7%Year to date+6.6%

−18.3%Worst drop · 1Y−13.8%

25.2%Volatility · 1Y18.3%

1.0%Yield6.4%

$11.3BAssets$444M

3–1POWR wins

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

Cost, Income and Risk

Fees: GRID, POWR, SMIG

Today

0.39%lowest, POWR

FundExpense ratioFee$10k

POWR0.39%$39

GRID0.56%$56

SMIG0.60%$60

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

Yields: GRID, POWR, SMIG

6.40%highest, POWR

FundTrailing yieldYield$10k

POWR6.40%$640

SMIG1.66%$166

GRID0.95%$95

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

Income After Fees on $10,000

$601most kept, POWR

POWR$640 − $39 = $601

SMIG$166 − $60 = $106

GRID$95 − $56 = $39

KeptFee

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

Overlap: GRID, POWR, SMIG

Today

19.9%most shared, GRID and POWR

GRIDPOWRSMIG

GRID—19.9%2.6%

POWR19.9%—4.9%

SMIG2.6%4.9%—

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

Return vs Bumpiness: 3 ETFs

+17.0%SMIG, at 11.4% volatility

SMIGWorst drop−8.5%11.4% vol

POWRWorst drop−13.8%18.3% 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

POWRSMIG

+6.6%Year to date+14.7%

6.4%Yield1.7%

+3.4%Past year+17.0%

0.39%Fee0.60%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026