Compare · 3 funds side by side · dividends reinvested

GRID, VIS and SMH

GRIDFirst Trust×VISVanguard×SMHVanEck×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$38,820SMH · best of the three

02 / 04

GRID, VIS and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Industrials ETFSectors · Industrials0.09%0.94%+9.6%+9.7%+21.8%+11.9%−12.5%18.3%$8.0B1.8

VanEck Semiconductor ETFThematic · AI & semis0.35%0.22%+40.0%+38.2%+54.7%+31.2%−24.6%41.2%$65.4B1.9

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%$11.3B2.4

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 · VIS 2004 · SMH 2011

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

VIS

Vanguard Industrials ETF · $8.0B$17,523

$10,000 five years ago, dividends reinvested · they hold 8.3% in common

GRIDMeasureVIS

+6.7%Year to dateJan 1 → Nov 4+9.6%

+3.9%1 yearTotal return+9.7%

+24.9%3 years · per year$10,000 became $19,474 · $18,083+21.8%

+11.4%5 years · per year$10,000 became $17,186 · $17,523+11.9%

0.56%Expense ratio$56 · $9 a year on $10k · lower is better0.09%

0.95%Trailing 12-mo yield$95 · $94 a year on $10k0.94%

−18.3%Worst dropSmaller is better−12.5%

25.2%VolatilityLower is calmer18.3%

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

2–6VIS 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 VIS: Top 5 Holdings

Today

GRID

40.5%in top 5

VIS

in top 520.5%

GRIDStockVIS

9.1%PWRnot top 5

8.9%JCInot top 5

8.2%ETN2.5%

7.6%ABBN.SWnot top 5

6.6%SU.PAnot top 5

not top 5CAT5.6%

not top 5GE4.9%

not top 5GEV3.8%

not top 5RTX3.7%

Held in common8.3%

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

GRID vs VIS Returns, Every Period

First TrustGRID

+11.4%

5 years, per year

VISVanguard

+11.9%

5 years, per year

GRIDVISFaded: behind in that period

1–3VIS wins

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

Thematic vs Sector: GRID vs VIS

YTD

First TrustGRID

+6.7%

VISVanguard

+9.6%

+6.7%Year to date+9.6%

−18.3%Worst drop · 1Y−12.5%

25.2%Volatility · 1Y18.3%

1.0%Yield0.9%

$11.3BAssets$8.0B

3–1VIS wins

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

Cost, Income and Risk

Fees: GRID, VIS, SMH

Today

0.09%lowest, VIS

FundExpense ratioFee$10k

VIS0.09%$9

SMH0.35%$35

GRID0.56%$56

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

Yields: GRID, VIS, SMH

0.95%highest, GRID

FundTrailing yieldYield$10k

GRID0.95%$95

VIS0.94%$94

SMH0.22%$22

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

Income After Fees on $10,000

$85most kept, VIS

VIS$94 − $9 = $85

GRID$95 − $56 = $39

SMH$22 − $35 = −$13

KeptFee

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

Overlap: GRID, VIS, SMH

Today

8.3%most shared, GRID and VIS

GRIDVISSMH

GRID—8.3%4.5%

VIS8.3%—0.0%

SMH4.5%0.0%—

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

Return vs Bumpiness: 3 ETFs

+38.2%SMH, at 41.2% volatility

VISWorst drop−12.5%18.3% vol

GRIDWorst drop−18.3%25.2% vol

SMHWorst drop−24.6%41.2% vol

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

Paid More vs Made More

YTD

GRIDSMH

+6.7%Year to date+40.0%

1.0%Yield0.2%

+3.9%Past year+38.2%

0.56%Fee0.35%

3–1SMH wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

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