Compare · 2 funds side by side · dividends reinvested

SMIG and GRID

SMIGBahl & Gaynor×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

SMIG and GRID, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Bahl & Gaynor Small/Mid Cap Income Growth ETFIncome · Dividend stocks0.60%1.66%+14.7%+17.0%+16.4%+7.6%−8.5%11.4%$1.5B1.4

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: SMIG 2021 · GRID 2009

Head to Head

Swap sides Versus in desk

Head to Head

Bahl & Gaynor Small/Mid Cap Income Growth ETF · $1.5B$14,428

SMIG

GRID

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

$10,000 five years ago, dividends reinvested · they hold 2.6% in common

SMIGMeasureGRID

+14.7%Year to dateJan 1 → Nov 4+6.7%

+17.0%1 yearTotal return+3.9%

+16.4%3 years · per year$10,000 became $15,778 · $19,474+24.9%

+7.6%5 years · per year$10,000 became $14,428 · $17,186+11.4%

0.60%Expense ratio$60 · $56 a year on $10k · lower is better0.56%

1.66%Trailing 12-mo yield$166 · $95 a year on $10k0.95%

−8.5%Worst dropSmaller is better−18.3%

11.4%VolatilityLower is calmer25.2%

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

5–3SMIG wins

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

More Ways to See the Pairs

SMIG vs GRID: Top 5 Holdings

Today

SMIG

22.4%in top 5

GRID

in top 540.5%

SMIGStockGRID

not top 5PWR9.1%

not top 5JCI8.9%

not top 5ETN8.2%

not top 5ABBN.SW7.6%

not top 5SU.PA6.6%

4.8%SIMOnot top 5

4.7%TRGPnot top 5

4.6%VCTRnot top 5

4.3%SNAnot top 5

4.0%RGAnot top 5

Held in common2.6%

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

SMIG vs GRID Returns, Every Period

Bahl & GaynorSMIG

+7.6%

5 years, per year

GRIDFirst Trust

+11.4%

5 years, per year

SMIGGRIDFaded: behind in that period

2–2Level

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

Income vs Thematic: SMIG vs GRID

YTD

Bahl & GaynorSMIG

+14.7%

GRIDFirst Trust

+6.7%

+14.7%Year to date+6.7%

−8.5%Worst drop · 1Y−18.3%

11.4%Volatility · 1Y25.2%

1.7%Yield1.0%

$1.5BAssets$11.1B

4–0SMIG wins

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

Cost, Income and Risk

Fees: SMIG, GRID

Today

0.56%lowest, GRID

FundExpense ratioFee$10k

GRID0.56%$56

SMIG0.60%$60

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

Yields: SMIG, GRID

1.66%highest, SMIG

FundTrailing yieldYield$10k

SMIG1.66%$166

GRID0.95%$95

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

Income After Fees on $10,000

$106most kept, SMIG

SMIG$166 − $60 = $106

GRID$95 − $56 = $39

KeptFee

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

Overlap: SMIG, GRID

Today

2.6%most shared, SMIG and GRID

SMIGGRID

SMIG—2.6%

GRID2.6%—

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

Return vs Bumpiness: 2 ETFs

+17.0%SMIG, at 11.4% volatility

SMIGWorst drop−8.5%11.4% 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

SMIGGRID

+14.7%Year to date+6.7%

1.7%Yield1.0%

+17.0%Past year+3.9%

0.60%Fee0.56%

3–1SMIG 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