GRID vs EMLP

AGRID

BEMLP

Measures won2–4EMLP wins · of 6 · 5Y

$10,000 · 5Y$34,950SMH · EMLP $20,336

Lowest cost0.35%SMH · $35 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

+22.2%3 years · per year$18,267 · $17,913+21.4%

+9.8%5 years · per year$15,990 · $20,336+15.3%

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

1.00%12-mo yield$100 · $285 on $10k2.85%

−23.5%Worst dropSmaller wins−7.9%

26.0%VolatilityLower wins11.2%

2–4EMLP wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsGRID · EMLP

7.8%PWR0.1%

0.1%MTZ0.5%

0.1%GNRC0.7%

Held in common0.2%

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 Four

5Y4 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$57.7B
2	BEMLP	First Trust North American Energy Infrastructure FundRead Desk	0.95%	2.85%	−0.1%	+16.1%	+17.7%	+21.4%	+15.3%	−7.9%	$4.2B
3	CIBR	First Trust Nasdaq Cybersecurity ETFRead Desk	0.58%	0.43%	0.0%	+27.7%	+21.1%	+27.4%	+11.5%	−20.6%	$16.9B
4	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%	$11.0B

End-of-day Nov 6, 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%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$57.7B
2	BEMLP	First Trust North American Energy Infrastructure FundRead Desk	0.95%	2.85%	−0.1%	+16.1%	+17.7%	+21.4%	+15.3%	−7.9%	$4.2B
3	CIBR	First Trust Nasdaq Cybersecurity ETFRead Desk	0.58%	0.43%	0.0%	+27.7%	+21.1%	+27.4%	+11.5%	−20.6%	$16.9B
4	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%	$11.0B

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 EMLP

GRID

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund

$15,990

EMLP

First Trust North American Energy Infrastructure Fund

$20,336

MeasureGRIDEMLP

Fee0.56%0.95%

Cost on $10k a year$56$95

Yield1.00%2.85%

5 years, per year+9.8%+15.3%

3 years, per year+22.2%+21.4%

Worst drop · 1Y−23.5%−7.9%

Volatility · 1Y26.0%11.2%

4–2measures won
EMLP first

0.2%

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

$37.6BAssets$57.7B

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: GRID, EMLP, CIBR, SMH

Today

5.9%most shared, CIBR and SMH

GRIDEMLPCIBRSMH

GRID—0.2%3.0%4.4%

EMLP0.2%—0.0%0.0%

CIBR3.0%0.0%—5.9%

SMH4.4%0.0%5.9%—

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

Income After Fees on $10,000

$190most kept, EMLP

EMLP$285 − $95 = $190

GRID$100 − $56 = $44

SMH$24 − $35 = −$11

CIBR$43 − $58 = −$15

KeptFee

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