Compare · 2 funds side by side · dividends reinvested

SRVR and GRID

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

02 / 04

SRVR and GRID, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$11.1B1.4

Pacer Data & Infrastructure Real Estate ETFThematic · Infrastructure0.49%4.80%+3.4%−3.0%+7.6%−4.1%−22.1%19.2%$284M1.6

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: SRVR 2018 · GRID 2009

Head to Head

Swap sides Versus in desk

Head to Head

Pacer Data & Infrastructure Real Estate ETF · $284M$8,102

SRVR

GRID

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

$10,000 five years ago, dividends reinvested · they hold 0.7% in common

SRVRMeasureGRID

+3.4%Year to dateJan 1 → Nov 4+6.7%

−3.0%1 yearTotal return+3.9%

+7.6%3 years · per year$10,000 became $12,454 · $19,474+24.9%

−4.1%5 years · per year$10,000 became $8,102 · $17,186+11.4%

0.49%Expense ratio$49 · $56 a year on $10k · lower is better0.56%

4.80%Trailing 12-mo yield$480 · $95 a year on $10k0.95%

−22.1%Worst dropSmaller is better−18.3%

19.2%VolatilityLower is calmer25.2%

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

3–5GRID wins

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

More Ways to See the Pairs

SRVR vs GRID: Top 5 Holdings

Today

SRVR

59.9%in top 5

GRID

in top 540.5%

SRVRStockGRID

17.3%AMTnot top 5

16.1%EQIXnot top 5

15.7%DLRnot top 5

not top 5PWR9.1%

not top 5JCI8.9%

not top 5ETN8.2%

not top 5ABBN.SW7.6%

not top 5SU.PA6.6%

5.7%CCInot top 5

5.0%IRMnot top 5

Held in common0.7%

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

SRVR vs GRID Returns, Every Period

PacerSRVR

−4.1%

5 years, per year

GRIDFirst Trust

+11.4%

5 years, per year

SRVRGRIDFaded: behind in that period

0–4GRID wins

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

SRVR vs GRID

YTD

PacerSRVR

+3.4%

GRIDFirst Trust

+6.7%

+3.4%Year to date+6.7%

−22.1%Worst drop · 1Y−18.3%

19.2%Volatility · 1Y25.2%

4.8%Yield1.0%

$284MAssets$11.1B

2–2level

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

Cost, Income and Risk

Fees: SRVR, GRID

Today

0.49%lowest, SRVR

FundExpense ratioFee$10k

SRVR0.49%$49

GRID0.56%$56

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

Yields: SRVR, GRID

4.80%highest, SRVR

FundTrailing yieldYield$10k

SRVR4.80%$480

GRID0.95%$95

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

Income After Fees on $10,000

$431most kept, SRVR

SRVR$480 − $49 = $431

GRID$95 − $56 = $39

KeptFee

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

Overlap: SRVR, GRID

Today

0.7%most shared, SRVR and GRID

SRVRGRID

SRVR—0.7%

GRID0.7%—

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

SRVRWorst drop−22.1%19.2% 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

SRVRGRID

+3.4%Year to date+6.7%

4.8%Yield1.0%

−3.0%Past year+3.9%

0.49%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