Compare · 3 funds side by side · dividends reinvested

RIFR, GRID and SMH

RIFRRussell Investments×GRIDFirst Trust×SMHVanEck×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$36,298SMH · best of the three

02 / 04

RIFR, GRID and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VanEck Semiconductor ETFThematic · AI & semis0.35%0.23%+35.3%+39.3%+50.1%+29.4%−33.1%43.1%$60.7B1.8

Russell Investments Exchange Traded Funds - Russell Investments Global Infrastructure ETFThematic · Infrastructure0.59%0.86%+13.8%+14.8%[…][…]−9.2%11.6%$48M1.8

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index FundThematic · Infrastructure0.56%0.96%+5.9%+4.6%+23.1%+10.5%−23.5%26.3%$10.4B2.1

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: RIFR 2025 · GRID 2009 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

Russell Investments Exchange Traded Funds - Russell Investments Global Infrastructure ETF · $48M[…]

RIFR

GRID

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund · $10.4B$16,504

$10,000 five years ago, dividends reinvested · they hold 0.2% in common

RIFRMeasureGRID

+13.8%Year to dateJan 1 → Nov 9+5.9%

+14.8%1 yearTotal return+4.6%

[…]3 years · per year$10,000 became […] · $18,656+23.1%

[…]5 years · per year$10,000 became […] · $16,504+10.5%

0.59%Expense ratio$59 · $56 a year on $10k · lower is better0.56%

0.86%Trailing 12-mo yield$86 · $96 a year on $10k0.96%

−9.2%Worst dropSmaller is better−23.5%

11.6%VolatilityLower is calmer26.3%

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

4–2RIFR wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

RIFR vs GRID: Top 5 Holdings

Today

RIFR

24.7%in top 5

GRID

in top 539.1%

RIFRStockGRID

not top 5JCI8.7%

not top 5PWR8.2%

not top 5ETN7.8%

not top 5ABBN.SW7.7%

not top 5SU.PA6.8%

6.1%AENA.MCnot top 5

5.7%NEEnot top 5

4.9%UNPnot top 5

4.4%TCL.AXnot top 5

3.5%DUKnot top 5

Held in common0.2%

End-of-day Nov 9, 2026 · share of each fund

RIFR vs GRID Returns, Every Period

Russell InvestmentsRIFR

+14.8%

past year

GRIDFirst Trust

+4.6%

past year

RIFRGRIDFaded: behind in that period

2–0RIFR wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

RIFR vs GRID

YTD

Russell InvestmentsRIFR

+13.8%

GRIDFirst Trust

+5.9%

+13.8%Year to date+5.9%

−9.2%Worst drop · 1Y−23.5%

11.6%Volatility · 1Y26.3%

0.9%Yield1.0%

$48.1MAssets$10.4B

3–1RIFR wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: RIFR, GRID, SMH

Today

0.35%lowest, SMH

FundExpense ratioFee$10k

SMH0.35%$35

GRID0.56%$56

RIFR0.59%$59

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: RIFR, GRID, SMH

0.96%highest, GRID

FundTrailing yieldYield$10k

GRID0.96%$96

RIFR0.86%$86

SMH0.23%$23

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$40most kept, GRID

GRID$96 − $56 = $40

RIFR$86 − $59 = $27

SMH$23 − $35 = −$12

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: RIFR, GRID, SMH

Today

4.4%most shared, GRID and SMH

RIFRGRIDSMH

RIFR—0.2%0.0%

GRID0.2%—4.4%

SMH0.0%4.4%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+39.3%SMH, at 43.1% volatility

RIFRWorst drop−9.2%11.6% vol

GRIDWorst drop−23.5%26.3% vol

SMHWorst drop−33.1%43.1% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

GRIDSMH

+5.9%Year to date+35.3%

1.0%Yield0.2%

+4.6%Past year+39.3%

0.56%Fee0.35%

3–1SMH wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SOXX vs SMH

YTD

iSharesSOXX

+46.5%

SMHVanEck

+35.3%

+46.5%Year to date+35.3%

0.33% · $33Fee · on $10k a year0.35% · $35

$37.5BAssets$60.7B

2–0SOXX wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026