GRID vs EMLP

AGRID

BEMLP

Measures won2–4EMLP wins · of 6 · 5Y

$10,000 · 5Y$20,216EMLP · CIBR $17,492

Lowest cost0.56%GRID · $56 on $10k

Most income2.85%EMLP · $285 on $10k

Smallest drop−7.9%EMLP · worst fall in 1Y

Held in common0.2%GRID and EMLP

GRID

EMLP

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund · $11.0BFirst Trust North American Energy Infrastructure Fund · $4.2B

+21.9%3 years · per year$18,129 · $18,039+21.7%

+9.5%5 years · per year$15,761 · $20,216+15.1%

0.56%Expense ratio$56 · $95 on $10k · lower wins0.95%

1.02%12-mo yield$102 · $285 on $10k2.85%

−23.5%Worst dropSmaller wins−7.9%

26.0%VolatilityLower wins11.2%

2–4EMLP wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsGRID · EMLP

8.3%PWR0.1%

0.1%GNRC0.8%

0.1%MTZ0.2%

Held in common0.2%

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	BEMLP	First Trust North American Energy Infrastructure FundRead Desk	0.95%	2.85%	−1.5%	+16.1%	+18.6%	+21.7%	+15.1%	−7.9%	$4.2B
2	CIBR	First Trust Nasdaq Cybersecurity ETFRead Desk	0.58%	0.43%	−6.5%	+27.7%	+21.3%	+27.4%	+11.8%	−20.6%	$16.9B
3	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%	$11.0B

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	BEMLP	First Trust North American Energy Infrastructure FundRead Desk	0.95%	2.85%	−1.5%	+16.1%	+18.6%	+21.7%	+15.1%	−7.9%	$4.2B
2	CIBR	First Trust Nasdaq Cybersecurity ETFRead Desk	0.58%	0.43%	−6.5%	+27.7%	+21.3%	+27.4%	+11.8%	−20.6%	$16.9B
3	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%	$11.0B

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 EMLP

GRID

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund

$15,761

EMLP

First Trust North American Energy Infrastructure Fund

$20,216

MeasureGRIDEMLP

Fee0.56%0.95%

Cost on $10k a year$56$95

Yield1.02%2.85%

5 years, per year+9.5%+15.1%

3 years, per year+21.9%+21.7%

Worst drop · 1Y−23.5%−7.9%

Volatility · 1Y26.0%11.2%

4–2measures won
EMLP first

0.2%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: GRID, EMLP, CIBR

Today

3.0%most shared, GRID and CIBR

GRIDEMLPCIBR

GRID—0.2%3.0%

EMLP0.2%—0.0%

CIBR3.0%0.0%—

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

Income After Fees on $10,000

$190most kept, EMLP

EMLP$285 − $95 = $190

GRID$102 − $56 = $46

CIBR$43 − $58 = −$15

KeptFee

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