Compare · 2 funds side by side · dividends reinvested

UPGR and GRID

UPGRXtrackers×GRIDFirst Trust×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,925GRID · best of the two

02 / 04

UPGR and GRID, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index FundThematic · Infrastructure0.56%0.92%+10.1%+7.5%+26.5%+12.4%−18.1%25.0%$11.1B1.3

Xtrackers US Green Infrastructure Select Equity ETFThematic · Infrastructure0.35%2.96%−9.5%−16.0%+8.6%[…]−31.1%30.7%$525K1.7

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

End-of-day Nov 3, 2026 · returns include dividends · since: UPGR 2023 · GRID 2009

Head to Head

Swap sides Versus in desk

Head to Head

Xtrackers US Green Infrastructure Select Equity ETF · $525K[…]

UPGR

GRID

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund · $11.1B$17,925

$10,000 five years ago, dividends reinvested · they hold 2.9% in common

UPGRMeasureGRID

−9.5%Year to dateJan 1 → Nov 3+10.1%

−16.0%1 yearTotal return+7.5%

+8.6%3 years · per year$10,000 became $12,797 · $20,252+26.5%

[…]5 years · per year$10,000 became […] · $17,925+12.4%

0.35%Expense ratio$35 · $56 a year on $10k · lower is better0.56%

2.96%Trailing 12-mo yield$296 · $92 a year on $10k0.92%

−31.1%Worst dropSmaller is better−18.1%

30.7%VolatilityLower is calmer25.0%

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

2–5GRID wins

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

More Ways to See the Pairs

UPGR vs GRID: Top 5 Holdings

Today

UPGR

15.4%in top 5

GRID

in top 539.9%

UPGRStockGRID

not top 5JCI9.0%

not top 5PWR8.8%

not top 5ETN7.9%

not top 5ABBN.SW7.5%

not top 5SU.PA6.7%

3.3%WSnot top 5

3.1%VLTOnot top 5

3.1%RYZnot top 5

3.0%RSnot top 5

2.9%ITRInot top 5

Held in common2.9%

End-of-day Nov 3, 2026 · share of each fund

UPGR vs GRID Returns, Every Period

XtrackersUPGR

−16.0%

past year

GRIDFirst Trust

+7.5%

past year

UPGRGRIDFaded: behind in that period

0–3GRID wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

UPGR vs GRID

YTD

XtrackersUPGR

−9.5%

GRIDFirst Trust

+10.1%

−9.5%Year to date+10.1%

−31.1%Worst drop · 1Y−18.1%

30.7%Volatility · 1Y25.0%

3.0%Yield0.9%

$525KAssets$11.1B

3–1GRID wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: UPGR, GRID

Today

0.35%lowest, UPGR

FundExpense ratioFee$10k

UPGR0.35%$35

GRID0.56%$56

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: UPGR, GRID

2.96%highest, UPGR

FundTrailing yieldYield$10k

UPGR2.96%$296

GRID0.92%$92

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$261most kept, UPGR

UPGR$296 − $35 = $261

GRID$92 − $56 = $36

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: UPGR, GRID

Today

2.9%most shared, UPGR and GRID

UPGRGRID

UPGR—2.9%

GRID2.9%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+7.5%GRID, at 25.0% volatility

GRIDWorst drop−18.1%25.0% vol

UPGRWorst drop−31.1%30.7% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

UPGRGRID

−9.5%Year to date+10.1%

3.0%Yield0.9%

−16.0%Past year+7.5%

0.35%Fee0.56%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026