Compare · 4 funds side by side · dividends reinvested

MLPB, GRID, SMH and SOXX

MLPBETRACS×GRIDFirst Trust×SMHVanEck×SOXXiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$34,950SMH · best of the four

02 / 04

MLPB, GRID, SMH and SOXX, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VanEck Semiconductor ETFThematic · AI & semis0.35%0.24%+28.8%+29.5%+48.9%+28.4%−33.1%42.9%$60.7B2.3

iShares Semiconductor ETFThematic · AI & semis0.33%0.76%+36.2%+34.5%+40.3%+21.9%−39.5%49.4%$39.1B2.3

ETRACS Alerian MLP Infrastructure Index ETN Series BThematic · Infrastructure0.85%6.36%+15.6%+19.0%+16.8%+18.8%−12.5%15.1%$210M2.5

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%$10.4B3.0

Rank among the four1st → 4thFee, 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: MLPB 2015 · GRID 2009 · SMH 2011 · SOXX 2001

Head to Head

Swap sides Versus in desk

Head to Head

ETRACS Alerian MLP Infrastructure Index ETN Series B · $210M$23,707

MLPB

GRID

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

$10,000 five years ago, dividends reinvested

MLPBMeasureGRID

+15.6%Year to dateJan 1 → Nov 6+1.4%

+19.0%1 yearTotal return−1.0%

+16.8%3 years · per year$10,000 became $15,924 · $18,267+22.2%

+18.8%5 years · per year$10,000 became $23,707 · $15,990+9.8%

0.85%Expense ratio$85 · $56 a year on $10k · lower is better0.56%

6.36%Trailing 12-mo yield$636 · $100 a year on $10k1.00%

−12.5%Worst dropSmaller is better−23.5%

15.1%VolatilityLower is calmer26.0%

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

6–2MLPB wins

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

More Ways to See the Pairs

MLPB vs GRID: Top 5 Holdings

Today

MLPB

[…]in top 5

GRID

in top 538.5%

MLPBStockGRID

not top 5JCI8.6%

not top 5PWR7.8%

not top 5ABBN.SW7.7%

not top 5ETN7.6%

not top 5SU.PA6.9%

Held in common[…]

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

MLPB vs GRID Returns, Every Period

ETRACSMLPB

+18.8%

5 years, per year

GRIDFirst Trust

+9.8%

5 years, per year

MLPBGRIDFaded: behind in that period

3–1MLPB wins

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

MLPB vs GRID

YTD

ETRACSMLPB

+15.6%

GRIDFirst Trust

+1.4%

+15.6%Year to date+1.4%

−12.5%Worst drop · 1Y−23.5%

15.1%Volatility · 1Y26.0%

6.4%Yield1.0%

$210MAssets$10.4B

4–0MLPB wins

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

Cost, Income and Risk

Fees: MLPB, GRID, SMH, SOXX

Today

0.33%lowest, SOXX

FundExpense ratioFee$10k

SOXX0.33%$33

SMH0.35%$35

GRID0.56%$56

MLPB0.85%$85

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

Yields: MLPB, GRID, SMH, SOXX

6.36%highest, MLPB

FundTrailing yieldYield$10k

MLPB6.36%$636

GRID1.00%$100

SOXX0.76%$76

SMH0.24%$24

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

Income After Fees on $10,000

$551most kept, MLPB

MLPB$636 − $85 = $551

GRID$100 − $56 = $44

SOXX$76 − $33 = $43

SMH$24 − $35 = −$11

KeptFee

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

Overlap: MLPB, GRID, SMH, SOXX

Today

69.6%most shared, SMH and SOXX

MLPBGRIDSMHSOXX

MLPB—[…][…][…]

GRID[…]—4.4%4.4%

SMH[…]4.4%—69.6%

SOXX[…]4.4%69.6%—

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

Return vs Bumpiness: 4 ETFs

+34.5%SOXX, at 49.4% volatility

MLPBWorst drop−12.5%15.1% vol

GRIDWorst drop−23.5%26.0% vol

SMHWorst drop−33.1%42.9% vol

SOXXWorst drop−39.5%49.4% vol

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

Paid More vs Made More

YTD

MLPBSOXX

+15.6%Year to date+36.2%

6.4%Yield0.8%

+19.0%Past year+34.5%

0.85%Fee0.33%

3–1SOXX wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

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

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