GRID vs GLIX

AGRID

BGLIX

Measures won1–3GLIX wins · of 6 · 5Y

$10,000 · 5Y$17,186GRID

Lowest cost0.56%GRID · $56 on $10k

Most income2.30%GLIX · $230 on $10k

Smallest drop−10.1%GLIX · worst fall in 1Y

Held in common1.3%GRID and GLIX

GRID

GLIX

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund · $11.1BLazard Listed Infrastructure ETF · $50M

+24.9%3 years · per year$19,474 · […][…]

+11.4%5 years · per year$17,186 · […][…]

0.56%Expense ratio$56 · $96 on $10k · lower wins0.96%

0.95%12-mo yield$95 · $230 on $10k2.30%

−18.3%Worst dropSmaller wins−10.1%

25.2%VolatilityLower wins12.2%

1–3GLIX wins

$10,000 · 5 yearsOne scale

Shared top holdingsGRID · GLIX

2.0%TRN.MI1.3%

Held in common1.3%

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

Both

5Y2 funds

#			Trend
1	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%	$11.1B
2	BGLIX	Lazard Listed Infrastructure ETFRead Desk		0.96%	2.30%	+2.2%	+15.7%	+16.2%	new	new	−10.1%	$50M

End-of-day Nov 4, 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%	0.95%	−3.1%	+6.7%	+3.9%	+24.9%	+11.4%	−18.3%	$11.1B
2	BGLIX	Lazard Listed Infrastructure ETFRead Desk		0.96%	2.30%	+2.2%	+15.7%	+16.2%	new	new	−10.1%	$50M

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 GLIX

GRID

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund

$17,186

GLIX

Lazard Listed Infrastructure

[…]

MeasureGRIDGLIX

Fee0.56%0.96%

Cost on $10k a year$56$96

Yield0.95%2.30%

5 years, per year+11.4%[…]

3 years, per year+24.9%[…]

Worst drop · 1Y−18.3%−10.1%

Volatility · 1Y25.2%12.2%

3–1measures won
GLIX first

1.3%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: GRID, GLIX

Today

1.3%most shared, GRID and GLIX

GRIDGLIX

GRID—1.3%

GLIX1.3%—

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

Income After Fees on $10,000

$134most kept, GLIX

GLIX$230 − $96 = $134

GRID$95 − $56 = $39

KeptFee

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