DTCR vs GRID

ADTCR

BGRID

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$15,990GRID · DTCR $15,486

Lowest cost0.50%DTCR · $50 on $10k

Most income1.00%GRID · $100 on $10k

Smallest drop−23.5%GRID · worst fall in 1Y

Held in common1.9%DTCR and GRID

DTCR

GRID

Global X - Data Center & Digital Infrastructure ETF · $1.9BFirst Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund · $10.4B

+27.2%3 years · per year$20,571 · $18,267+22.2%

+9.1%5 years · per year$15,486 · $15,990+9.8%

0.50%Expense ratio$50 · $56 on $10k · lower wins0.56%

1.00%12-mo yield$100 · $100 on $10k1.00%

−23.5%Worst dropSmaller wins−23.5%

26.8%VolatilityLower wins26.0%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsDTCR · GRID

1.9%NVDA1.9%

Held in common1.9%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BGRID	First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index FundRead Desk		0.56%	1.00%	+1.4%	+1.4%	−1.0%	+22.2%	+9.8%	−23.5%	$10.4B
2	ADTCR	Global X - Data Center & Digital Infrastructure ETFRead Desk		0.50%	1.00%	+0.5%	+18.3%	+13.8%	+27.2%	+9.1%	−23.5%	$1.9B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BGRID	First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index FundRead Desk		0.56%	1.00%	+1.4%	+1.4%	−1.0%	+22.2%	+9.8%	−23.5%	$10.4B
2	ADTCR	Global X - Data Center & Digital Infrastructure ETFRead Desk		0.50%	1.00%	+0.5%	+18.3%	+13.8%	+27.2%	+9.1%	−23.5%	$1.9B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DTCR vs GRID

DTCR

Global X - Data Center & Digital Infrastructure

$15,486

GRID

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund

$15,990

MeasureDTCRGRID

Fee0.50%0.56%

Cost on $10k a year$50$56

Yield1.00%1.00%

5 years, per year+9.1%+9.8%

3 years, per year+27.2%+22.2%

Worst drop · 1Y−23.5%−23.5%

Volatility · 1Y26.8%26.0%

2–2measures won
level

1.9%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: DTCR, GRID

Today

1.9%most shared, DTCR and GRID

DTCRGRID

DTCR—1.9%

GRID1.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$50most kept, DTCR

DTCR$100 − $50 = $50

GRID$100 − $56 = $44

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee