GLIX vs GRID

AGLIX

BGRID

Measures won3–1GLIX wins · of 6 · 5Y

$10,000 · 5Y$17,925GRID

Lowest cost0.56%GRID · $56 on $10k

Most income2.35%GLIX · $235 on $10k

Smallest drop−10.1%GLIX · worst fall in 1Y

Held in common1.3%GLIX and GRID

GLIX

GRID

Lazard Listed Infrastructure ETF · $50MFirst Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund · $11.1B

[…]3 years · per year[…] · $20,252+26.5%

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

0.96%Expense ratio$96 · $56 on $10k · lower wins0.56%

2.35%12-mo yield$235 · $92 on $10k0.92%

−10.1%Worst dropSmaller wins−18.1%

12.0%VolatilityLower wins25.0%

3–1GLIX wins

$10,000 · 5 yearsOne scale

Shared top holdingsGLIX · GRID

1.3%TRN.MI2.0%

Held in common1.3%

End-of-day Nov 3, 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%	0.92%	+1.9%	+10.1%	+7.5%	+26.5%	+12.4%	−18.1%	$11.1B
2	AGLIX	Lazard Listed Infrastructure ETFRead Desk		0.96%	2.35%	−0.7%	+13.2%	+13.7%	new	new	−10.1%	$50M

End-of-day Nov 3, 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%	0.92%	+1.9%	+10.1%	+7.5%	+26.5%	+12.4%	−18.1%	$11.1B
2	AGLIX	Lazard Listed Infrastructure ETFRead Desk		0.96%	2.35%	−0.7%	+13.2%	+13.7%	new	new	−10.1%	$50M

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

Cards for this view

GLIX vs GRID

GLIX

Lazard Listed Infrastructure

[…]

GRID

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund

$17,925

MeasureGLIXGRID

Fee0.96%0.56%

Cost on $10k a year$96$56

Yield2.35%0.92%

5 years, per year[…]+12.4%

3 years, per year[…]+26.5%

Worst drop · 1Y−10.1%−18.1%

Volatility · 1Y12.0%25.0%

3–1measures won
GLIX first

1.3%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

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

Overlap: GLIX, GRID

Today

1.3%most shared, GLIX and GRID

GLIXGRID

GLIX—1.3%

GRID1.3%—

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

Income After Fees on $10,000

$139most kept, GLIX

GLIX$235 − $96 = $139

GRID$92 − $56 = $36

KeptFee

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