Compare · 2 funds side by side · dividends reinvested

RBLD and GRID

RBLDFirst Trust×GRIDFirst Trust×

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

02 / 04

RBLD and GRID, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Alerian U.S. NextGen Infrastructure ETFThematic · Infrastructure0.65%1.05%+13.4%+10.8%+21.2%+10.3%−8.7%14.6%$42M1.4

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%$11.1B1.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: RBLD 2008 · GRID 2009

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Alerian U.S. NextGen Infrastructure ETF · $42M$16,332

RBLD

GRID

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

$10,000 five years ago, dividends reinvested · they hold 6.3% in common

RBLDMeasureGRID

+13.4%Year to dateJan 1 → Nov 4+6.7%

+10.8%1 yearTotal return+3.9%

+21.2%3 years · per year$10,000 became $17,808 · $19,474+24.9%

+10.3%5 years · per year$10,000 became $16,332 · $17,186+11.4%

0.65%Expense ratio$65 · $56 a year on $10k · lower is better0.56%

1.05%Trailing 12-mo yield$105 · $95 a year on $10k0.95%

−8.7%Worst dropSmaller is better−18.3%

14.6%VolatilityLower is calmer25.2%

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

5–3RBLD wins

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

More Ways to See the Pairs

RBLD vs GRID: Top 5 Holdings

Today

RBLD

5.8%in top 5

GRID

in top 540.5%

RBLDStockGRID

not top 5PWR9.1%

not top 5JCI8.9%

not top 5ETN8.2%

not top 5ABBN.SW7.6%

not top 5SU.PA6.6%

1.2%CCInot top 5

1.2%FTVnot top 5

1.1%OTISnot top 5

1.1%APGnot top 5

1.1%DDnot top 5

Held in common6.3%

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

RBLD vs GRID Returns, Every Period

First TrustRBLD

+10.3%

5 years, per year

GRIDFirst Trust

+11.4%

5 years, per year

RBLDGRIDFaded: behind in that period

2–2Level

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

RBLD vs GRID

YTD

First TrustRBLD

+13.4%

GRIDFirst Trust

+6.7%

+13.4%Year to date+6.7%

−8.7%Worst drop · 1Y−18.3%

14.6%Volatility · 1Y25.2%

1.0%Yield1.0%

$42.4MAssets$11.1B

3–0RBLD wins

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

Cost, Income and Risk

Fees: RBLD, GRID

Today

0.56%lowest, GRID

FundExpense ratioFee$10k

GRID0.56%$56

RBLD0.65%$65

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

Yields: RBLD, GRID

1.05%highest, RBLD

FundTrailing yieldYield$10k

RBLD1.05%$105

GRID0.95%$95

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

Income After Fees on $10,000

$40most kept, RBLD

RBLD$105 − $65 = $40

GRID$95 − $56 = $39

KeptFee

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

Overlap: RBLD, GRID

Today

6.3%most shared, RBLD and GRID

RBLDGRID

RBLD—6.3%

GRID6.3%—

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

Return vs Bumpiness: 2 ETFs

+10.8%RBLD, at 14.6% volatility

RBLDWorst drop−8.7%14.6% 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

RBLDGRID

+13.4%Year to date+6.7%

1.0%Yield1.0%

+10.8%Past year+3.9%

0.65%Fee0.56%

2–1RBLD 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%

$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