Compare · 2 funds side by side · dividends reinvested

GRID and SOXX

GRIDFirst Trust×SOXXiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$30,376SOXX · best of the two

02 / 04

GRID and SOXX, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Semiconductor ETFThematic · AI & semis0.33%0.28%+49.8%+46.5%+46.4%+24.9%−31.2%47.8%$42.6B1.4

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 4, 2026 · returns include dividends · since: GRID 2009 · SOXX 2001

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

SOXX

iShares Semiconductor ETF · $42.6B$30,376

$10,000 five years ago, dividends reinvested · they hold 4.5% in common

GRIDMeasureSOXX

+6.7%Year to dateJan 1 → Nov 4+49.8%

+3.9%1 yearTotal return+46.5%

+24.9%3 years · per year$10,000 became $19,474 · $31,353+46.4%

+11.4%5 years · per year$10,000 became $17,186 · $30,376+24.9%

0.56%Expense ratio$56 · $33 a year on $10k · lower is better0.33%

0.95%Trailing 12-mo yield$95 · $28 a year on $10k0.28%

−18.3%Worst dropSmaller is better−31.2%

25.2%VolatilityLower is calmer47.8%

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

3–5SOXX 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 SOXX: Top 5 Holdings

Today

GRID

40.5%in top 5

SOXX

in top 538.7%

GRIDStockSOXX

9.1%PWRnot top 5

not top 5AMD9.0%

8.9%JCInot top 5

8.2%ETNnot top 5

not top 5NVDA8.2%

not top 5AVGO7.8%

not top 5MU7.8%

7.6%ABBN.SWnot top 5

6.6%SU.PAnot top 5

not top 5INTC5.9%

Held in common4.5%

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

GRID vs SOXX Returns, Every Period

First TrustGRID

+11.4%

5 years, per year

SOXXiShares

+24.9%

5 years, per year

GRIDSOXXFaded: behind in that period

0–4SOXX wins

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

GRID vs SOXX

YTD

First TrustGRID

+6.7%

SOXXiShares

+49.8%

+6.7%Year to date+49.8%

−18.3%Worst drop · 1Y−31.2%

25.2%Volatility · 1Y47.8%

1.0%Yield0.3%

$11.3BAssets$42.6B

3–1GRID wins

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

Cost, Income and Risk

Fees: GRID, SOXX

Today

0.33%lowest, SOXX

FundExpense ratioFee$10k

SOXX0.33%$33

GRID0.56%$56

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

Yields: GRID, SOXX

0.95%highest, GRID

FundTrailing yieldYield$10k

GRID0.95%$95

SOXX0.28%$28

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

Income After Fees on $10,000

$39most kept, GRID

GRID$95 − $56 = $39

SOXX$28 − $33 = −$5

KeptFee

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

Overlap: GRID, SOXX

Today

4.5%most shared, GRID and SOXX

GRIDSOXX

GRID—4.5%

SOXX4.5%—

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

Return vs Bumpiness: 2 ETFs

+46.5%SOXX, at 47.8% volatility

GRIDWorst drop−18.3%25.2% vol

SOXXWorst drop−31.2%47.8% vol

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

Paid More vs Made More

YTD

GRIDSOXX

+6.7%Year to date+49.8%

1.0%Yield0.3%

+3.9%Past year+46.5%

0.56%Fee0.33%

3–1SOXX wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SOXX vs SMH

YTD

iSharesSOXX

+49.8%

SMHVanEck

+40.0%

+49.8%Year to date+40.0%

0.33% · $33Fee · on $10k a year0.35% · $35

$42.6BAssets$65.4B

2–0SOXX wins

End-of-day Nov 4, 2026

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