Compare · 2 funds side by side · dividends reinvested

POWR and GRID

POWRiShares×GRIDFirst Trust×

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

POWR and GRID, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares U.S. Power Infrastructure ETFThematic · Infrastructure0.39%6.40%+6.6%+3.4%+5.1%+10.6%−13.8%18.3%$454M1.5

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%$11.1B1.5

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: POWR 2012 · GRID 2009

Head to Head

Swap sides Versus in desk

Head to Head

iShares U.S. Power Infrastructure ETF · $454M$16,569

POWR

GRID

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund · $11.1B$17,186

$10,000 five years ago, dividends reinvested · they hold 19.9% in common

POWRMeasureGRID

+6.6%Year to dateJan 1 → Nov 4+6.7%

+3.4%1 yearTotal return+3.9%

+5.1%3 years · per year$10,000 became $11,616 · $19,474+24.9%

+10.6%5 years · per year$10,000 became $16,569 · $17,186+11.4%

0.39%Expense ratio$39 · $56 a year on $10k · lower is better0.56%

6.40%Trailing 12-mo yield$640 · $95 a year on $10k0.95%

−13.8%Worst dropSmaller is better−18.3%

18.3%VolatilityLower is calmer25.2%

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

4–4Level

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

POWR vs GRID: Top 5 Holdings

Today

POWR

28.7%in top 5

GRID

in top 540.5%

POWRStockGRID

6.3%PWR9.1%

not top 5JCI8.9%

5.7%ETN8.2%

not top 5ABBN.SW7.6%

not top 5SU.PA6.6%

6.1%NEEnot top 5

5.8%GEVnot top 5

4.7%EQTnot top 5

Held in common19.9%

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

POWR vs GRID Returns, Every Period

iSharesPOWR

+10.6%

5 years, per year

GRIDFirst Trust

+11.4%

5 years, per year

POWRGRIDFaded: behind in that period

0–4GRID wins

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

POWR vs GRID

YTD

iSharesPOWR

+6.6%

GRIDFirst Trust

+6.7%

+6.6%Year to date+6.7%

−13.8%Worst drop · 1Y−18.3%

18.3%Volatility · 1Y25.2%

6.4%Yield1.0%

$454MAssets$11.1B

3–1POWR wins

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

Cost, Income and Risk

Fees: POWR, GRID

Today

0.39%lowest, POWR

FundExpense ratioFee$10k

POWR0.39%$39

GRID0.56%$56

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

Yields: POWR, GRID

6.40%highest, POWR

FundTrailing yieldYield$10k

POWR6.40%$640

GRID0.95%$95

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

Income After Fees on $10,000

$601most kept, POWR

POWR$640 − $39 = $601

GRID$95 − $56 = $39

KeptFee

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

Overlap: POWR, GRID

Today

19.9%most shared, POWR and GRID

POWRGRID

POWR—19.9%

GRID19.9%—

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

Return vs Bumpiness: 2 ETFs

+3.9%GRID, at 25.2% volatility

POWRWorst drop−13.8%18.3% 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

POWRGRID

+6.6%Year to date+6.7%

6.4%Yield1.0%

+3.4%Past year+3.9%

0.39%Fee0.56%

2–2level

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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026