GRID vs DGS

AGRID

BDGS

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$34,950SMH · GRID $15,990

Lowest cost0.35%SMH · $35 on $10k

Most income4.11%DGS · $411 on $10k

Smallest drop−11.6%DGS · worst fall in 1Y

Held in common1.2%GRID and DGS

GRID

DGS

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund · $10.4BWisdomTree Emerging Markets SmallCap Dividend Fund · $1.6B

+22.2%3 years · per year$18,267 · $14,435+13.0%

+9.8%5 years · per year$15,990 · $13,611+6.4%

0.56%Expense ratio$56 · $58 on $10k · lower wins0.58%

1.00%12-mo yield$100 · $411 on $10k4.11%

−23.5%Worst dropSmaller wins−11.6%

26.0%VolatilityLower wins18.4%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsGRID · DGS

0.4%TAEE11.SA0.3%

0.3%6409.TW0.3%

0.3%ALUP11.SA0.2%

0.5%ENGI11.SA0.1%

Held in common1.2%

End-of-day Nov 6, 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%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$60.7B
2	AGRID	First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index FundRead Desk	0.56%	1.00%	+1.4%	+1.4%	−1.0%	+22.2%	+9.8%	−23.5%	$10.4B
3	BDGS	WisdomTree Emerging Markets SmallCap Dividend FundRead Desk	0.58%	4.11%	+0.9%	+4.1%	+6.0%	+13.0%	+6.4%	−11.6%	$1.6B

End-of-day Nov 6, 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%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$60.7B
2	AGRID	First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index FundRead Desk	0.56%	1.00%	+1.4%	+1.4%	−1.0%	+22.2%	+9.8%	−23.5%	$10.4B
3	BDGS	WisdomTree Emerging Markets SmallCap Dividend FundRead Desk	0.58%	4.11%	+0.9%	+4.1%	+6.0%	+13.0%	+6.4%	−11.6%	$1.6B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

GRID vs DGS

GRID

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund

$15,990

DGS

WisdomTree Emerging Markets SmallCap Dividend Fund

$13,611

MeasureGRIDDGS

Fee0.56%0.58%

Cost on $10k a year$56$58

Yield1.00%4.11%

5 years, per year+9.8%+6.4%

3 years, per year+22.2%+13.0%

Worst drop · 1Y−23.5%−11.6%

Volatility · 1Y26.0%18.4%

3–3measures won
level

1.2%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+36.2%

SMHVanEck

+28.8%

+36.2%Year to date+28.8%

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

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: GRID, DGS, SMH

Today

4.4%most shared, GRID and SMH

GRIDDGSSMH

GRID—1.2%4.4%

DGS1.2%—0.0%

SMH4.4%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$353most kept, DGS

DGS$411 − $58 = $353

GRID$100 − $56 = $44

SMH$24 − $35 = −$11

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee