ELFY vs GRID

AELFY

BGRID

Measures won3–1ELFY wins · of 6 · 5Y

$10,000 · 5Y$38,820SMH · GRID $17,186

Lowest cost0.35%SMH · $35 on $10k

Most income1.19%ELFY · $119 on $10k

Smallest drop−18.3%GRID · worst fall in 1Y

Held in common6.9%ELFY and GRID

ELFY

GRID

ALPS Electrification Infrastructure ETF · $159MFirst Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund · $11.3B

[…]3 years · per year[…] · $19,474+24.9%

[…]5 years · per year[…] · $17,186+11.4%

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

1.19%12-mo yield$119 · $95 on $10k0.95%

−18.8%Worst dropSmaller wins−18.3%

22.0%VolatilityLower wins25.2%

3–1ELFY wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsELFY · GRID

1.0%PWR9.1%

0.9%HUBB2.6%

0.9%GEV1.0%

0.9%ETN8.2%

Held in common6.9%

End-of-day Nov 4, 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	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.22%	−2.7%	+40.0%	+38.2%	+54.7%	+31.2%	−24.6%	$65.4B
2	BGRID	First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index FundRead Desk	0.56%	0.95%	−3.1%	+6.7%	+3.9%	+24.9%	+11.4%	−18.3%	$11.3B
3	AELFY	ALPS Electrification Infrastructure ETFRead Desk	0.50%	1.19%	−3.0%	+5.7%	+1.9%	new	new	−18.8%	$159M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.22%	−2.7%	+40.0%	+38.2%	+54.7%	+31.2%	−24.6%	$65.4B
2	BGRID	First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index FundRead Desk	0.56%	0.95%	−3.1%	+6.7%	+3.9%	+24.9%	+11.4%	−18.3%	$11.3B
3	AELFY	ALPS Electrification Infrastructure ETFRead Desk	0.50%	1.19%	−3.0%	+5.7%	+1.9%	new	new	−18.8%	$159M

End-of-day Nov 4, 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

$17,186

MeasureELFYGRID

Fee0.50%0.56%

Cost on $10k a year$50$56

Yield1.19%0.95%

5 years, per year[…]+11.4%

3 years, per year[…]+24.9%

Worst drop · 1Y−18.8%−18.3%

Volatility · 1Y22.0%25.2%

3–1measures won
ELFY first

6.9%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+49.8%

SMHVanEck

+40.0%

+49.8%Year to date+40.0%

0.33% · $33Fee · on $10k a year0.35% · $35

$42.6BAssets$65.4B

2–0SOXX wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: ELFY, GRID, SMH

Today

6.9%most shared, ELFY and GRID

ELFYGRIDSMH

ELFY—6.9%0.0%

GRID6.9%—4.5%

SMH0.0%4.5%—

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

Income After Fees on $10,000

$69most kept, ELFY

ELFY$119 − $50 = $69

GRID$95 − $56 = $39

SMH$22 − $35 = −$13

KeptFee

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