GRID vs EPIN

AGRID

BEPIN

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$15,990GRID

Lowest cost0.56%GRID · $56 on $10k

Most income1.00%GRID · $100 on $10k

Smallest drop−11.7%EPIN · worst fall in 1Y

Held in common3.1%GRID and EPIN

GRID

EPIN

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund · $11.0BHarbor International Equity ETF (EPIN) · $8M

+22.2%3 years · per year$18,267 · […][…]

+9.8%5 years · per year$15,990 · […][…]

0.56%Expense ratio$56 · $80 on $10k · lower wins0.80%

1.00%12-mo yield$100 · $67 on $10k0.67%

−23.5%Worst dropSmaller wins−11.7%

26.0%VolatilityLower wins19.9%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsGRID · EPIN

3.7%PRY.MI2.3%

0.7%6501.T2.2%

Held in common3.1%

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

Both

5Y2 funds

#			Trend
1	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
2	BEPIN	Harbor International Equity ETF (EPIN)Read Desk		0.80%	0.67%	+0.7%	+17.8%	+22.3%	new	new	−11.7%	$8M

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

Both

5Y2 funds

#			Trend
1	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
2	BEPIN	Harbor International Equity ETF (EPIN)Read Desk		0.80%	0.67%	+0.7%	+17.8%	+22.3%	new	new	−11.7%	$8M

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 EPIN

GRID

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund

$15,990

EPIN

Harbor International Equity ETF (EPIN)

[…]

MeasureGRIDEPIN

Fee0.56%0.80%

Cost on $10k a year$56$80

Yield1.00%0.67%

5 years, per year+9.8%[…]

3 years, per year+22.2%[…]

Worst drop · 1Y−23.5%−11.7%

Volatility · 1Y26.0%19.9%

2–2measures won
level

3.1%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: GRID, EPIN

Today

3.1%most shared, GRID and EPIN

GRIDEPIN

GRID—3.1%

EPIN3.1%—

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

Income After Fees on $10,000

$44most kept, GRID

GRID$100 − $56 = $44

EPIN$67 − $80 = −$13

KeptFee

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