Compare · 3 funds side by side · dividends reinvested

GRID, SCHD and DRAM

GRIDFirst Trust×SCHDSchwab×DRAMRoundhill×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,428SCHD · best of the three

Story of the three · IncomeMost incomeSCHD · 2.94% · $294 a year on $10k

Story of the three · RiskSmallest drop

GRID, SCHD and DRAM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.94%+33.8%+38.8%+19.5%+10.4%−6.9%11.8%$123B1.1

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index FundThematic · Infrastructure0.56%0.97%+4.8%+4.0%+22.3%+10.2%−23.5%26.3%$10.8B1.9

Roundhill Memory ETFThematic · AI & semis0.65%0.00%[…][…][…][…][…][…]$15.9B3.0

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

End-of-day Nov 10, 2026 · returns include dividends · since: GRID 2009 · SCHD 2011 · DRAM 2026

Head to Head

Swap sides Versus in desk

Head to Head

5Y

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund · $10.8B$16,266

GRID

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,428

$10,000 five years ago, dividends reinvested · they hold 1.3% in common

More Ways to See the Pairs

GRID vs SCHD: Top 5 Holdings

Today

GRID

39.5%in top 5

SCHD

in top 521.4%

GRIDStockSCHD

8.7%JCInot top 5

8.6%PWRnot top 5

7.9%ETNnot top 5

7.5%ABBN.SWnot top 5

6.8%SU.PAnot top 5

Cost, Income and Risk

Fees: GRID, SCHD, DRAM

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

GRID0.56%$56

DRAM0.65%$65

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

Yields: GRID, SCHD, DRAM

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

GRID

Measure

SCHD

+4.8%Year to dateJan 1 → Nov 10+33.8%

+4.0%1 yearTotal return+38.8%

+22.3%3 years · per year$10,000 became $18,302 · $17,062+19.5%

+10.2%5 years · per year$10,000 became $16,266 · $16,428+10.4%

0.56%Expense ratio$56 · $6 a year on $10k · lower is better0.06%

0.97%Trailing 12-mo yield$97 · $294 a year on $10k2.94%

−23.5%Worst dropSmaller is better−6.9%

26.3%VolatilityLower is calmer11.8%

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

1–7SCHD wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5PG4.4%

not top 5TXN4.3%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

Held in common1.3%

End-of-day Nov 10, 2026 · share of each fund

GRID vs SCHD Returns, Every Period

5Y

First TrustGRID

+10.2%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

GRIDSCHDFaded: behind in that period

1–3SCHD wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Thematic vs Income: GRID vs SCHD

YTD

First TrustGRID

+4.8%

SCHDSchwab

+33.8%

+4.8%Year to date+33.8%

−23.5%Worst drop · 1Y−6.9%

26.3%Volatility · 1Y11.8%

1.0%Yield2.9%

$10.8BAssets$123B

4–0SCHD wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

2.94%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.94%$294

GRID0.97%$97

DRAM0.00%$0

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$288most kept, SCHD

SCHD$294 − $6 = $288

GRID$97 − $56 = $41

DRAM$0 − $65 = −$65

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: GRID, SCHD, DRAM

Today

1.3%most shared, GRID and SCHD

GRIDSCHDDRAM

GRID—1.3%0.0%

SCHD1.3%—0.0%

DRAM0.0%0.0%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+38.8%SCHD, at 11.8% volatility

SCHDWorst drop−6.9%11.8% vol

GRIDWorst drop−23.5%26.3% vol

DRAMWorst drop[…][…]

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDGRID

+33.8%Year to date+4.8%

2.9%Yield1.0%

+38.8%Past year+4.0%

0.06%Fee0.56%

4–0SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

+10.9%Year to date+10.8%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 10, 2026

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GRID, SCHD and DRAM

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three