Compare · 2 funds side by side · dividends reinvested

GRID and SMIG

GRIDFirst Trust×SMIGBahl & Gaynor×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,760GRID · best of the two

02 / 04

GRID 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%$1.5B1.4

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%$11.3B1.6

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

End-of-day Nov 5, 2026 · returns include dividends · since: GRID 2009 · 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$15,760

GRID

SMIG

Bahl & Gaynor Small/Mid Cap Income Growth ETF · $1.5B$13,925

$10,000 five years ago, dividends reinvested · they hold 2.6% in common

GRIDMeasureSMIG

+6.7%Year to dateJan 1 → Nov 5+14.7%

+3.9%1 yearTotal return+17.0%

+24.9%3 years · per year$10,000 became $19,474 · $15,778+16.4%

+11.4%5 years · per year$10,000 became $17,186 · $14,428+7.6%

0.56%Expense ratio$56 · $60 a year on $10k · lower is better0.60%

0.95%Trailing 12-mo yield$95 · $166 a year on $10k1.66%

−18.3%Worst dropSmaller is better−8.5%

25.2%VolatilityLower is calmer11.4%

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

3–5SMIG wins

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

More Ways to See the Pairs

GRID vs SMIG: Top 5 Holdings

Today

GRID

39.0%in top 5

SMIG

in top 522.1%

GRIDStockSMIG

8.6%JCInot top 5

8.3%PWRnot top 5

7.8%ABBN.SWnot top 5

7.7%ETNnot top 5

6.7%SU.PAnot top 5

not top 5VCTR4.7%

not top 5TRGP4.5%

not top 5SNA4.3%

not top 5PKG4.3%

not top 5SIMO4.3%

Held in common2.6%

End-of-day Nov 5, 2026 · share of each fund

GRID vs SMIG Returns, Every Period

First TrustGRID

+11.4%

5 years, per year

SMIGBahl & Gaynor

+7.6%

5 years, per year

GRIDSMIGFaded: behind in that period

2–2Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Thematic vs Income: GRID vs SMIG

YTD

First TrustGRID

+6.7%

SMIGBahl & Gaynor

+14.7%

+6.7%Year to date+14.7%

−18.3%Worst drop · 1Y−8.5%

25.2%Volatility · 1Y11.4%

1.0%Yield1.7%

$11.3BAssets$1.5B

4–0SMIG wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: GRID, SMIG

Today

0.56%lowest, GRID

FundExpense ratioFee$10k

GRID0.56%$56

SMIG0.60%$60

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: GRID, SMIG

1.66%highest, SMIG

FundTrailing yieldYield$10k

SMIG1.66%$166

GRID0.95%$95

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$106most kept, SMIG

SMIG$166 − $60 = $106

GRID$95 − $56 = $39

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: GRID, SMIG

Today

2.6%most shared, GRID and SMIG

GRIDSMIG

GRID—2.6%

SMIG2.6%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+17.0%SMIG, at 11.4% volatility

SMIGWorst drop−8.5%11.4% vol

GRIDWorst drop−18.3%25.2% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SMIGGRID

+14.7%Year to date+6.7%

1.7%Yield1.0%

+17.0%Past year+3.9%

0.60%Fee0.56%

3–1SMIG wins

End-of-day Nov 5, 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%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 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 5, 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 5, 2026