Compare · 2 funds side by side · dividends reinvested

GRID and SPYM

GRIDFirst Trust×SPYMSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,192SPYM · best of the two

02 / 04

GRID and SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.05%+8.8%+9.8%+21.8%+11.4%−8.9%13.6%$178B1.1

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index FundThematic · Infrastructure0.56%1.00%+1.4%−1.0%+22.2%+9.8%−23.5%26.0%$10.4B1.9

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

End-of-day Nov 6, 2026 · returns include dividends · since: GRID 2009 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund · $10.4B$15,990

GRID

SPYM

State Street SPDR Portfolio S&P 500 ETF · $178B$17,192

$10,000 five years ago, dividends reinvested · they hold 6.6% in common

GRIDMeasureSPYM

+1.4%Year to dateJan 1 → Nov 6+8.8%

−1.0%1 yearTotal return+9.8%

+22.2%3 years · per year$10,000 became $18,267 · $18,082+21.8%

+9.8%5 years · per year$10,000 became $15,990 · $17,192+11.4%

0.56%Expense ratio$56 · $2 a year on $10k · lower is better0.02%

1.00%Trailing 12-mo yield$100 · $105 a year on $10k1.05%

−23.5%Worst dropSmaller is better−8.9%

26.0%VolatilityLower is calmer13.6%

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

1–7SPYM wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

GRID vs SPYM: Top 5 Holdings

Today

GRID

38.5%in top 5

SPYM

in top 527.8%

GRIDStockSPYM

8.6%JCInot top 5

not top 5AAPL7.9%

7.8%PWRnot top 5

7.7%ABBN.SWnot top 5

7.6%ETNnot top 5

not top 5NVDA6.9%

6.9%SU.PAnot top 5

not top 5MSFT6.3%

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common6.6%

End-of-day Nov 6, 2026 · share of each fund

GRID vs SPYM Returns, Every Period

First TrustGRID

+9.8%

5 years, per year

SPYMSPDR

+11.4%

5 years, per year

GRIDSPYMFaded: behind in that period

1–3SPYM wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Thematic vs Core: GRID vs SPYM

YTD

First TrustGRID

+1.4%

SPYMSPDR

+8.8%

+1.4%Year to date+8.8%

−23.5%Worst drop · 1Y−8.9%

26.0%Volatility · 1Y13.6%

1.0%Yield1.1%

$10.4BAssets$178B

4–0SPYM wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: GRID, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

GRID0.56%$56

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: GRID, SPYM

1.05%highest, SPYM

FundTrailing yieldYield$10k

SPYM1.05%$105

GRID1.00%$100

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$103most kept, SPYM

SPYM$105 − $2 = $103

GRID$100 − $56 = $44

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: GRID, SPYM

Today

6.6%most shared, GRID and SPYM

GRIDSPYM

GRID—6.6%

SPYM6.6%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+9.8%SPYM, at 13.6% volatility

SPYMWorst drop−8.9%13.6% vol

GRIDWorst drop−23.5%26.0% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SPYMGRID

+8.8%Year to date+1.4%

1.1%Yield1.0%

+9.8%Past year−1.0%

0.02%Fee0.56%

4–0SPYM wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026