GRID vs ELFY

AGRID

BELFY

Measures won1–3ELFY wins · of 6 · 5Y

$10,000 · 5Y$39,579SMH · GRID $17,925

Lowest cost0.35%SMH · $35 on $10k

Most income1.16%ELFY · $116 on $10k

Smallest drop−18.1%GRID · worst fall in 1Y

Held in common6.6%GRID and ELFY

GRID

ELFY

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund · $11.1BALPS Electrification Infrastructure ETF · $165M

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

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

0.56%Expense ratio$56 · $50 on $10k · lower wins0.50%

0.92%12-mo yield$92 · $116 on $10k1.16%

−18.1%Worst dropSmaller wins−18.8%

25.0%VolatilityLower wins21.8%

1–3ELFY wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsGRID · ELFY

8.8%PWR0.9%

2.5%HUBB0.9%

1.0%GEV0.9%

7.9%ETN0.8%

Held in common6.6%

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

All Three

5Y3 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.21%	+2.0%	+44.0%	+43.3%	+56.1%	+31.7%	−24.6%	$65.8B
2	AGRID	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
3	BELFY	ALPS Electrification Infrastructure ETFRead Desk	0.50%	1.16%	+1.2%	+8.9%	+4.9%	new	new	−18.8%	$165M

End-of-day Nov 3, 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%	0.21%	+2.0%	+44.0%	+43.3%	+56.1%	+31.7%	−24.6%	$65.8B
2	AGRID	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
3	BELFY	ALPS Electrification Infrastructure ETFRead Desk	0.50%	1.16%	+1.2%	+8.9%	+4.9%	new	new	−18.8%	$165M

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

GRID vs ELFY

GRID

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund

$17,925

ELFY

ALPS Electrification Infrastructure

[…]

MeasureGRIDELFY

Fee0.56%0.50%

Cost on $10k a year$56$50

Yield0.92%1.16%

5 years, per year+12.4%[…]

3 years, per year+26.5%[…]

Worst drop · 1Y−18.1%−18.8%

Volatility · 1Y25.0%21.8%

3–1measures won
ELFY first

6.6%

holdings shared

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

SOXX vs SMH

YTD

iSharesSOXX

+54.7%

SMHVanEck

+44.0%

+54.7%Year to date+44.0%

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

$44.3BAssets$65.8B

2–0SOXX wins

End-of-day Nov 3, 2026

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

Overlap: GRID, ELFY, SMH

Today

6.6%most shared, GRID and ELFY

GRIDELFYSMH

GRID—6.6%4.5%

ELFY6.6%—0.0%

SMH4.5%0.0%—

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

Income After Fees on $10,000

$66most kept, ELFY

ELFY$116 − $50 = $66

GRID$92 − $56 = $36

SMH$21 − $35 = −$14

KeptFee

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