Compare · 2 funds side by side · dividends reinvested

GRID and XMHQ

GRIDFirst Trust×XMHQInvesco×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,186GRID · best of the two

02 / 04

GRID and XMHQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco S&P MidCap Quality ETFUS Stock Styles · Mid cap0.30%0.54%+19.0%+19.2%+19.5%+11.2%−8.4%14.7%$5.8B1.4

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 · XMHQ 2006

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

XMHQ

Invesco S&P MidCap Quality ETF · $5.8B$17,002

$10,000 five years ago, dividends reinvested · they hold 2.5% in common

GRIDMeasureXMHQ

+6.7%Year to dateJan 1 → Nov 4+19.0%

+3.9%1 yearTotal return+19.2%

+24.9%3 years · per year$10,000 became $19,474 · $17,048+19.5%

+11.4%5 years · per year$10,000 became $17,186 · $17,002+11.2%

0.56%Expense ratio$56 · $30 a year on $10k · lower is better0.30%

0.95%Trailing 12-mo yield$95 · $54 a year on $10k0.54%

−18.3%Worst dropSmaller is better−8.4%

25.2%VolatilityLower is calmer14.7%

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

3–5XMHQ 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 XMHQ: Top 5 Holdings

Today

GRID

40.5%in top 5

XMHQ

in top 518.8%

GRIDStockXMHQ

9.1%PWRnot top 5

8.9%JCInot top 5

8.2%ETNnot top 5

7.6%ABBN.SWnot top 5

6.6%SU.PAnot top 5

not top 5FTI4.1%

not top 5MANH3.9%

not top 5EXEL3.9%

not top 5MEDP3.8%

not top 5UTHR3.1%

Held in common2.5%

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

GRID vs XMHQ Returns, Every Period

First TrustGRID

+11.4%

5 years, per year

XMHQInvesco

+11.2%

5 years, per year

GRIDXMHQFaded: behind in that period

2–2Level

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

Thematic vs Stocks: GRID vs XMHQ

YTD

First TrustGRID

+6.7%

XMHQInvesco

+19.0%

+6.7%Year to date+19.0%

−18.3%Worst drop · 1Y−8.4%

25.2%Volatility · 1Y14.7%

1.0%Yield0.5%

$11.3BAssets$5.8B

3–1XMHQ wins

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

Cost, Income and Risk

Fees: GRID, XMHQ

Today

0.30%lowest, XMHQ

FundExpense ratioFee$10k

XMHQ0.30%$30

GRID0.56%$56

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

Yields: GRID, XMHQ

0.95%highest, GRID

FundTrailing yieldYield$10k

GRID0.95%$95

XMHQ0.54%$54

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

Income After Fees on $10,000

$39most kept, GRID

GRID$95 − $56 = $39

XMHQ$54 − $30 = $24

KeptFee

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

Overlap: GRID, XMHQ

Today

2.5%most shared, GRID and XMHQ

GRIDXMHQ

GRID—2.5%

XMHQ2.5%—

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

Return vs Bumpiness: 2 ETFs

+19.2%XMHQ, at 14.7% volatility

XMHQWorst drop−8.4%14.7% vol

GRIDWorst drop−18.3%25.2% vol

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

Paid More vs Made More

YTD

GRIDXMHQ

+6.7%Year to date+19.0%

1.0%Yield0.5%

+3.9%Past year+19.2%

0.56%Fee0.30%

3–1XMHQ wins

End-of-day Nov 4, 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 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

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 4, 2026