Compare · 2 funds side by side · dividends reinvested

IGF and GRID

IGFiShares×GRIDFirst Trust×

Versus in desk

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

02 / 04

IGF and GRID, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Global Infrastructure ETFThematic · Infrastructure0.37%2.94%+8.5%+10.9%+20.5%+9.7%−10.4%11.2%$10.9B1.4

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%$11.1B1.6

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

End-of-day Nov 3, 2026 · returns include dividends · since: IGF 2007 · GRID 2009

Head to Head

Swap sides Versus in desk

Head to Head

iShares Global Infrastructure ETF · $10.9B$15,886

IGF

GRID

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

$10,000 five years ago, dividends reinvested · they hold 2.9% in common

IGFMeasureGRID

+8.5%Year to dateJan 1 → Nov 3+10.1%

+10.9%1 yearTotal return+7.5%

+20.5%3 years · per year$10,000 became $17,513 · $20,252+26.5%

+9.7%5 years · per year$10,000 became $15,886 · $17,925+12.4%

0.37%Expense ratio$37 · $56 a year on $10k · lower is better0.56%

2.94%Trailing 12-mo yield$294 · $92 a year on $10k0.92%

−10.4%Worst dropSmaller is better−18.1%

11.2%VolatilityLower is calmer25.0%

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

5–3IGF wins

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

More Ways to See the Pairs

IGF vs GRID: Top 5 Holdings

Today

IGF

22.7%in top 5

GRID

in top 539.9%

IGFStockGRID

not top 5JCI9.0%

not top 5PWR8.8%

not top 5ETN7.9%

not top 5ABBN.SW7.5%

not top 5SU.PA6.7%

4.9%TCL.AXnot top 5

4.9%AENA.MCnot top 5

4.8%NEEnot top 5

4.1%IBE.MCnot top 5

4.0%PACnot top 5

Held in common2.9%

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

IGF vs GRID Returns, Every Period

iSharesIGF

+9.7%

5 years, per year

GRIDFirst Trust

+12.4%

5 years, per year

IGFGRIDFaded: behind in that period

1–3GRID wins

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

IGF vs GRID

YTD

iSharesIGF

+8.5%

GRIDFirst Trust

+10.1%

+8.5%Year to date+10.1%

−10.4%Worst drop · 1Y−18.1%

11.2%Volatility · 1Y25.0%

2.9%Yield0.9%

$10.9BAssets$11.1B

3–1IGF wins

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

Cost, Income and Risk

Fees: IGF, GRID

Today

0.37%lowest, IGF

FundExpense ratioFee$10k

IGF0.37%$37

GRID0.56%$56

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

Yields: IGF, GRID

2.94%highest, IGF

FundTrailing yieldYield$10k

IGF2.94%$294

GRID0.92%$92

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

Income After Fees on $10,000

$257most kept, IGF

IGF$294 − $37 = $257

GRID$92 − $56 = $36

KeptFee

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

Overlap: IGF, GRID

Today

2.9%most shared, IGF and GRID

IGFGRID

IGF—2.9%

GRID2.9%—

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

Return vs Bumpiness: 2 ETFs

+10.9%IGF, at 11.2% volatility

IGFWorst drop−10.4%11.2% 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

IGFGRID

+8.5%Year to date+10.1%

2.9%Yield0.9%

+10.9%Past year+7.5%

0.37%Fee0.56%

3–1IGF wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

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