Compare · 2 funds side by side · dividends reinvested

PIPE and GRID

PIPEInvesco×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

PIPE and GRID, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco SteelPath MLP & Energy Infrastructure ETFThematic · Infrastructure0.75%3.84%+29.6%+36.0%[…][…]−9.1%16.5%$65M1.2

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: PIPE 2025 · GRID 2009

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

PIPE

Invesco SteelPath MLP & Energy Infrastructure ETF · $65M[…]

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

GRIDMeasurePIPE

+10.1%Year to dateJan 1 → Nov 3+29.6%

+7.5%1 yearTotal return+36.0%

+26.5%3 years · per year$10,000 became $20,252 · […][…]

+12.4%5 years · per year$10,000 became $17,925 · […][…]

0.56%Expense ratio$56 · $75 a year on $10k · lower is better0.75%

0.92%Trailing 12-mo yield$92 · $384 a year on $10k3.84%

−18.1%Worst dropSmaller is better−9.1%

25.0%VolatilityLower is calmer16.5%

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

1–5PIPE 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 PIPE: Top 5 Holdings

Today

GRID

39.9%in top 5

PIPE

in top 532.9%

GRIDStockPIPE

9.0%JCInot top 5

8.8%PWRnot top 5

not top 5TRGP8.8%

7.9%ETNnot top 5

7.5%ABBN.SWnot top 5

6.7%SU.PAnot top 5

not top 5PAGP6.7%

not top 5WMB6.2%

not top 5TRP5.7%

not top 5LNG5.5%

Held in common0.0%

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

GRID vs PIPE Returns, Every Period

First TrustGRID

+7.5%

past year

PIPEInvesco

+36.0%

past year

GRIDPIPEFaded: behind in that period

0–2PIPE wins

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

GRID vs PIPE

YTD

First TrustGRID

+10.1%

PIPEInvesco

+29.6%

+10.1%Year to date+29.6%

−18.1%Worst drop · 1Y−9.1%

25.0%Volatility · 1Y16.5%

0.9%Yield3.8%

$11.1BAssets$64.8M

4–0PIPE wins

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

Cost, Income and Risk

Fees: PIPE, GRID

Today

0.56%lowest, GRID

FundExpense ratioFee$10k

GRID0.56%$56

PIPE0.75%$75

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

Yields: PIPE, GRID

3.84%highest, PIPE

FundTrailing yieldYield$10k

PIPE3.84%$384

GRID0.92%$92

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

Income After Fees on $10,000

$309most kept, PIPE

PIPE$384 − $75 = $309

GRID$92 − $56 = $36

KeptFee

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

Overlap: PIPE, GRID

Today

0.0%most shared, PIPE and GRID

PIPEGRID

PIPE—0.0%

GRID0.0%—

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

Return vs Bumpiness: 2 ETFs

+36.0%PIPE, at 16.5% volatility

PIPEWorst drop−9.1%16.5% 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

PIPEGRID

+29.6%Year to date+10.1%

3.8%Yield0.9%

+36.0%Past year+7.5%

0.75%Fee0.56%

3–1PIPE 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