Compare · 3 funds side by side · dividends reinvested

GRID, XLI and VIS

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,925GRID · best of the three

02 / 04

GRID, XLI and VIS, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Industrial Select Sector SPDR ETFSectors · Industrials0.08%1.10%+11.3%+11.7%+22.8%+12.1%−12.2%17.3%$31.5B1.3

Vanguard Industrials ETFSectors · Industrials0.09%0.93%+10.9%+10.4%+22.8%+11.8%−12.5%18.3%$8.0B2.3

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index FundThematic · Infrastructure0.56%0.92%+10.1%+7.5%+26.5%+12.4%−18.1%25.0%$11.1B2.5

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

End-of-day Nov 3, 2026 · returns include dividends · since: GRID 2009 · XLI 1998 · VIS 2004

Head to Head

Swap sides Versus in desk

Head to Head

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund · $11.1B$17,925

GRID

XLI

State Street Industrial Select Sector SPDR ETF · $31.5B$17,687

$10,000 five years ago, dividends reinvested · they hold 8.6% in common

GRIDMeasureXLI

+10.1%Year to dateJan 1 → Nov 3+11.3%

+7.5%1 yearTotal return+11.7%

+26.5%3 years · per year$10,000 became $20,252 · $18,519+22.8%

+12.4%5 years · per year$10,000 became $17,925 · $17,687+12.1%

0.56%Expense ratio$56 · $8 a year on $10k · lower is better0.08%

0.92%Trailing 12-mo yield$92 · $110 a year on $10k1.10%

−18.1%Worst dropSmaller is better−12.2%

25.0%VolatilityLower is calmer17.3%

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

2–6XLI wins

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

More Ways to See the Pairs

GRID vs XLI: Top 5 Holdings

Today

GRID

39.9%in top 5

XLI

in top 524.2%

GRIDStockXLI

9.0%JCInot top 5

8.8%PWRnot top 5

7.9%ETNnot top 5

7.5%ABBN.SWnot top 5

6.7%SU.PAnot top 5

not top 5GE6.0%

not top 5CAT5.5%

not top 5RTX5.0%

not top 5GEV4.4%

not top 5UNP3.3%

Held in common8.6%

End-of-day Nov 3, 2026 · share of each fund

GRID vs XLI Returns, Every Period

First TrustGRID

+12.4%

5 years, per year

XLISPDR

+12.1%

5 years, per year

GRIDXLIFaded: behind in that period

2–2Level

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Thematic vs Sector: GRID vs XLI

YTD

First TrustGRID

+10.1%

XLISPDR

+11.3%

+10.1%Year to date+11.3%

−18.1%Worst drop · 1Y−12.2%

25.0%Volatility · 1Y17.3%

0.9%Yield1.1%

$11.1BAssets$31.5B

4–0XLI wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: GRID, XLI, VIS

Today

0.08%lowest, XLI

FundExpense ratioFee$10k

XLI0.08%$8

VIS0.09%$9

GRID0.56%$56

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: GRID, XLI, VIS

1.10%highest, XLI

FundTrailing yieldYield$10k

XLI1.10%$110

VIS0.93%$93

GRID0.92%$92

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$102most kept, XLI

XLI$110 − $8 = $102

VIS$93 − $9 = $84

GRID$92 − $56 = $36

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: GRID, XLI, VIS

Today

78.6%most shared, XLI and VIS

GRIDXLIVIS

GRID—8.6%8.3%

XLI8.6%—78.6%

VIS8.3%78.6%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+11.7%XLI, at 17.3% volatility

XLIWorst drop−12.2%17.3% vol

VISWorst drop−12.5%18.3% vol

GRIDWorst drop−18.1%25.0% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

XLIVIS

+11.3%Year to date+10.9%

1.1%Yield0.9%

+11.7%Past year+10.4%

0.08%Fee0.09%

4–0XLI wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026