GRID vs IFRA

AGRID

BIFRA

Measures won1–5IFRA wins · of 6 · 5Y

$10,000 · 5Y$17,009IFRA · GRID $15,990

Lowest cost0.30%IFRA · $30 on $10k

Most income1.82%IFRA · $182 on $10k

Smallest drop−13.7%IFRA · worst fall in 1Y

Held in common3.3%GRID and IFRA

GRID

IFRA

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund · $11.0BiShares U.S. Infrastructure ETF · $3.9B

+22.2%3 years · per year$18,267 · $16,660+18.5%

+9.8%5 years · per year$15,990 · $17,009+11.2%

0.56%Expense ratio$56 · $30 on $10k · lower wins0.30%

1.00%12-mo yield$100 · $182 on $10k1.82%

−23.5%Worst dropSmaller wins−13.7%

26.0%VolatilityLower wins15.5%

1–5IFRA wins

$10,000 · 5 yearsOne scale

Shared top holdingsGRID · IFRA

7.8%PWR3.1%

0.4%MYRG0.2%

0.1%MTZ0.4%

0.0%VMI0.3%

Held in common3.3%

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	BIFRA	iShares U.S. Infrastructure ETFRead Desk		0.30%	1.82%	−0.1%	+7.6%	+8.5%	+18.5%	+11.2%	−13.7%	$3.9B
2	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

Both

5Y2 funds

#			Trend
1	BIFRA	iShares U.S. Infrastructure ETFRead Desk		0.30%	1.82%	−0.1%	+7.6%	+8.5%	+18.5%	+11.2%	−13.7%	$3.9B
2	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 IFRA

GRID

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund

$15,990

IFRA

iShares U.S. Infrastructure

$17,009

MeasureGRIDIFRA

Fee0.56%0.30%

Cost on $10k a year$56$30

Yield1.00%1.82%

5 years, per year+9.8%+11.2%

3 years, per year+22.2%+18.5%

Worst drop · 1Y−23.5%−13.7%

Volatility · 1Y26.0%15.5%

5–1measures won
IFRA first

3.3%

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, IFRA

Today

3.3%most shared, GRID and IFRA

GRIDIFRA

GRID—3.3%

IFRA3.3%—

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

Income After Fees on $10,000

$152most kept, IFRA

IFRA$182 − $30 = $152

GRID$100 − $56 = $44

KeptFee

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