GRID vs COOL

AGRID

BCOOL

Measures won2–0GRID wins · of 6 · 5Y

$10,000 · 5Y$33,824SMH · GRID $15,760

Lowest cost0.35%SMH · $35 on $10k

Most income1.02%GRID · $102 on $10k

Smallest drop−23.5%GRID · worst fall in 1Y

Held in common2.6%GRID and COOL

GRID

COOL

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund · $11.3BVegaShares AI Thermal, Cooling & Power Management ETF · $1M

+21.9%3 years · per year$18,129 · […][…]

+9.5%5 years · per year$15,761 · […][…]

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

1.02%12-mo yield$102 · $0 on $10k0.00%

−23.5%Worst dropSmaller wins[…]

26.0%VolatilityLower wins[…]

2–0GRID wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsGRID · COOL

2.2%NVT2.1%

0.4%IFX.DE2.1%

0.0%AEIS4.2%

Held in common2.6%

End-of-day Nov 5, 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%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$65.4B
2	AGRID	First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index FundRead Desk	0.56%	1.02%	−6.3%	0.0%	−0.7%	+21.9%	+9.5%	−23.5%	$11.3B
3	BCOOL	VegaShares AI Thermal, Cooling & Power Management ETFRead Desk	0.75%	0.00%	−14.8%	new	new	new	new	[…]	$1M

End-of-day Nov 5, 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%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$65.4B
2	AGRID	First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index FundRead Desk	0.56%	1.02%	−6.3%	0.0%	−0.7%	+21.9%	+9.5%	−23.5%	$11.3B
3	BCOOL	VegaShares AI Thermal, Cooling & Power Management ETFRead Desk	0.75%	0.00%	−14.8%	new	new	new	new	[…]	$1M

End-of-day Nov 5, 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

$15,761

COOL

VegaShares AI Thermal, Cooling & Power Management

[…]

MeasureGRIDCOOL

Fee0.56%0.75%

Cost on $10k a year$56$75

Yield1.02%0.00%

5 years, per year+9.5%[…]

3 years, per year+21.9%[…]

Worst drop · 1Y−23.5%[…]

Volatility · 1Y26.0%[…]

2–0measures won
GRID first

2.6%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+31.6%

SMHVanEck

+24.3%

+31.6%Year to date+24.3%

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

$42.6BAssets$65.4B

2–0SOXX wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: GRID, COOL, SMH

Today

4.6%most shared, GRID and SMH

GRIDCOOLSMH

GRID—2.6%4.6%

COOL2.6%—1.9%

SMH4.6%1.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$46most kept, GRID

GRID$102 − $56 = $46

SMH$25 − $35 = −$10

COOL$0 − $75 = −$75

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee