GRID vs COOL

AGRID

BCOOL

Measures won2–0GRID wins · of 6 · 5Y

$10,000 · 5Y$36,298SMH · CIBR $17,956

Lowest cost0.35%SMH · $35 on $10k

Most income0.96%GRID · $96 on $10k

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

Held in common2.6%GRID and COOL

GRID

COOL

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund · $10.4BVegaShares AI Thermal, Cooling & Power Management ETF · $1M

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

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

0.56%Expense ratio$56 · $75 on $10k · lower wins0.75%

0.96%12-mo yield$96 · $0 on $10k0.00%

−23.5%Worst dropSmaller wins[…]

26.3%VolatilityLower wins[…]

2–0GRID wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsGRID · COOL

2.2%NVT2.3%

0.3%IFX.DE2.1%

0.0%AEIS4.4%

Held in common2.6%

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	AGRID	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	BCOOL	VegaShares AI Thermal, Cooling & Power Management ETFRead Desk	0.75%	0.00%	+7.7%	new	new	new	new	[…]	$1M

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	AGRID	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	BCOOL	VegaShares AI Thermal, Cooling & Power Management ETFRead Desk	0.75%	0.00%	+7.7%	new	new	new	new	[…]	$1M

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

GRID vs COOL

GRID

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund

$16,504

COOL

VegaShares AI Thermal, Cooling & Power Management

[…]

MeasureGRIDCOOL

Fee0.56%0.75%

Cost on $10k a year$56$75

Yield0.96%0.00%

5 years, per year+10.5%[…]

3 years, per year+23.1%[…]

Worst drop · 1Y−23.5%[…]

Volatility · 1Y26.3%[…]

2–0measures won
GRID first

2.6%

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: GRID, COOL, CIBR, SMH

Today

5.7%most shared, CIBR and SMH

GRIDCOOLCIBRSMH

GRID—2.6%2.9%4.4%

COOL2.6%—0.0%1.9%

CIBR2.9%0.0%—5.7%

SMH4.4%1.9%5.7%—

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

Income After Fees on $10,000

$40most kept, GRID

GRID$96 − $56 = $40

SMH$23 − $35 = −$12

CIBR$42 − $58 = −$16

COOL$0 − $75 = −$75

KeptFee

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