ELFY vs GRID

AELFY

BGRID

Measures won4–0ELFY wins · of 6 · 5Y

$10,000 · 5Y$15,990GRID

Lowest cost0.50%ELFY · $50 on $10k

Most income1.23%ELFY · $123 on $10k

Smallest drop−22.4%ELFY · worst fall in 1Y

Held in common6.2%ELFY and GRID

ELFY

GRID

ALPS Electrification Infrastructure ETF · $154MFirst Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund · $11.0B

[…]3 years · per year[…] · $18,267+22.2%

[…]5 years · per year[…] · $15,990+9.8%

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

1.23%12-mo yield$123 · $100 on $10k1.00%

−22.4%Worst dropSmaller wins−23.5%

22.4%VolatilityLower wins26.0%

4–0ELFY wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsELFY · GRID

0.9%HUBB2.7%

0.8%GEV1.0%

0.8%PWR7.8%

0.8%ETN7.6%

Held in common6.2%

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

All Three

5Y3 funds

#
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%	$11.0B
2	AELFY	ALPS Electrification Infrastructure ETFRead Desk	0.50%	1.23%	+1.4%	+2.3%	−1.4%	new	new	−22.4%	$154M
3	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+6.2%	new	new	new	new	[…]	$14.4B

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

All Three

5Y3 funds

#
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%	$11.0B
2	AELFY	ALPS Electrification Infrastructure ETFRead Desk	0.50%	1.23%	+1.4%	+2.3%	−1.4%	new	new	−22.4%	$154M
3	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+6.2%	new	new	new	new	[…]	$14.4B

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

ELFY vs GRID

ELFY

ALPS Electrification Infrastructure

[…]

GRID

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund

$15,990

MeasureELFYGRID

Fee0.50%0.56%

Cost on $10k a year$50$56

Yield1.23%1.00%

5 years, per year[…]+9.8%

3 years, per year[…]+22.2%

Worst drop · 1Y−22.4%−23.5%

Volatility · 1Y22.4%26.0%

4–0measures won
ELFY first

6.2%

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%

$42.6BAssets$46.8B

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: ELFY, GRID, DRAM

Today

6.2%most shared, ELFY and GRID

ELFYGRIDDRAM

ELFY—6.2%0.0%

GRID6.2%—0.0%

DRAM0.0%0.0%—

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

Income After Fees on $10,000

$73most kept, ELFY

ELFY$123 − $50 = $73

GRID$100 − $56 = $44

DRAM$0 − $65 = −$65

KeptFee

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