ELFY vs GRID

AELFY

BGRID

Measures won4–0ELFY wins · of 6 · 5Y

$10,000 · 5Y$36,298SMH · CIBR $17,956

Lowest cost0.35%SMH · $35 on $10k

Most income1.18%ELFY · $118 on $10k

Smallest drop−20.6%CIBR · worst fall in 1Y

Held in common6.4%ELFY and GRID

ELFY

GRID

ALPS Electrification Infrastructure ETF · $160MFirst Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund · $10.4B

[…]3 years · per year[…] · $18,656+23.1%

[…]5 years · per year[…] · $16,504+10.5%

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

1.18%12-mo yield$118 · $96 on $10k0.96%

−22.4%Worst dropSmaller wins−23.5%

22.7%VolatilityLower wins26.3%

4–0ELFY wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsELFY · GRID

0.9%HUBB2.7%

0.9%PWR8.2%

0.8%GEV1.0%

0.8%ETN7.8%

Held in common6.4%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	CIBR	First Trust Nasdaq Cybersecurity ETFRead Desk	0.58%	0.42%	+4.0%	+32.8%	+27.5%	+28.7%	+12.4%	−20.6%	$15.8B
3	BGRID	First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index FundRead Desk	0.56%	0.96%	+4.4%	+5.9%	+4.6%	+23.1%	+10.5%	−23.5%	$10.4B
4	AELFY	ALPS Electrification Infrastructure ETFRead Desk	0.50%	1.18%	+4.0%	+6.4%	+3.6%	new	new	−22.4%	$160M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	CIBR	First Trust Nasdaq Cybersecurity ETFRead Desk	0.58%	0.42%	+4.0%	+32.8%	+27.5%	+28.7%	+12.4%	−20.6%	$15.8B
3	BGRID	First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index FundRead Desk	0.56%	0.96%	+4.4%	+5.9%	+4.6%	+23.1%	+10.5%	−23.5%	$10.4B
4	AELFY	ALPS Electrification Infrastructure ETFRead Desk	0.50%	1.18%	+4.0%	+6.4%	+3.6%	new	new	−22.4%	$160M

End-of-day Nov 9, 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

$16,504

MeasureELFYGRID

Fee0.50%0.56%

Cost on $10k a year$50$56

Yield1.18%0.96%

5 years, per year[…]+10.5%

3 years, per year[…]+23.1%

Worst drop · 1Y−22.4%−23.5%

Volatility · 1Y22.7%26.3%

4–0measures won
ELFY first

6.4%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+46.5%

SMHVanEck

+35.3%

+46.5%Year to date+35.3%

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

$37.5BAssets$60.7B

2–0SOXX wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: ELFY, GRID, SMH, CIBR

Today

6.4%most shared, ELFY and GRID

ELFYGRIDSMHCIBR

ELFY—6.4%0.0%0.0%

GRID6.4%—4.4%2.9%

SMH0.0%4.4%—5.7%

CIBR0.0%2.9%5.7%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$68most kept, ELFY

ELFY$118 − $50 = $68

GRID$96 − $56 = $40

SMH$23 − $35 = −$12

CIBR$42 − $58 = −$16

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee