GRID vs EMLP

AGRID

BEMLP

Measures won2–4EMLP wins · of 6 · 5Y

$10,000 · 5Y$38,820SMH · EMLP $20,628

Lowest cost0.35%SMH · $35 on $10k

Most income2.80%EMLP · $280 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 · $11.3BFirst Trust North American Energy Infrastructure Fund · $4.2B

+24.9%3 years · per year$19,474 · $18,412+22.6%

+11.4%5 years · per year$17,186 · $20,628+15.6%

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

0.95%12-mo yield$95 · $280 on $10k2.80%

−18.3%Worst dropSmaller wins−7.9%

25.2%VolatilityLower wins11.1%

2–4EMLP wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsGRID · EMLP

9.1%PWR0.1%

0.1%MTZ0.3%

0.1%GNRC0.9%

Held in common0.2%

End-of-day Nov 4, 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%	0.22%	−2.7%	+40.0%	+38.2%	+54.7%	+31.2%	−24.6%	$65.4B
2	BEMLP	First Trust North American Energy Infrastructure FundRead Desk	0.95%	2.80%	−1.1%	+17.9%	+19.8%	+22.6%	+15.6%	−7.9%	$4.2B
3	AGRID	First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index FundRead Desk	0.56%	0.95%	−3.1%	+6.7%	+3.9%	+24.9%	+11.4%	−18.3%	$11.3B

End-of-day Nov 4, 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%	0.22%	−2.7%	+40.0%	+38.2%	+54.7%	+31.2%	−24.6%	$65.4B
2	BEMLP	First Trust North American Energy Infrastructure FundRead Desk	0.95%	2.80%	−1.1%	+17.9%	+19.8%	+22.6%	+15.6%	−7.9%	$4.2B
3	AGRID	First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index FundRead Desk	0.56%	0.95%	−3.1%	+6.7%	+3.9%	+24.9%	+11.4%	−18.3%	$11.3B

End-of-day Nov 4, 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

$17,186

EMLP

First Trust North American Energy Infrastructure Fund

$20,628

MeasureGRIDEMLP

Fee0.56%0.95%

Cost on $10k a year$56$95

Yield0.95%2.80%

5 years, per year+11.4%+15.6%

3 years, per year+24.9%+22.6%

Worst drop · 1Y−18.3%−7.9%

Volatility · 1Y25.2%11.1%

4–2measures won
EMLP first

0.2%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+49.8%

SMHVanEck

+40.0%

+49.8%Year to date+40.0%

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

$42.6BAssets$65.4B

2–0SOXX wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: GRID, EMLP, SMH

Today

4.5%most shared, GRID and SMH

GRIDEMLPSMH

GRID—0.2%4.5%

EMLP0.2%—0.0%

SMH4.5%0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$185most kept, EMLP

EMLP$280 − $95 = $185

GRID$95 − $56 = $39

SMH$22 − $35 = −$13

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee