GRID vs IGF

AGRID

BIGF

Measures won2–4IGF wins · of 6 · 5Y

$10,000 · 5Y$34,950SMH · GRID $15,990

Lowest cost0.35%SMH · $35 on $10k

Most income2.96%IGF · $296 on $10k

Smallest drop−10.4%IGF · worst fall in 1Y

Held in common3.1%GRID and IGF

GRID

IGF

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund · $11.0BiShares Global Infrastructure ETF · $10.8B

+22.2%3 years · per year$18,267 · $16,866+19.0%

+9.8%5 years · per year$15,990 · $15,810+9.6%

0.56%Expense ratio$56 · $37 on $10k · lower wins0.37%

1.00%12-mo yield$100 · $296 on $10k2.96%

−23.5%Worst dropSmaller wins−10.4%

26.0%VolatilityLower wins11.3%

2–4IGF wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsGRID · IGF

4.9%EOAN.DE1.3%

0.8%IBE.MC4.2%

0.5%ENEL.MI2.3%

0.3%ENGI.PA1.4%

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

All Three

5Y3 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$60.7B
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
3	BIGF	iShares Global Infrastructure ETFRead Desk	0.37%	2.96%	−0.6%	+7.6%	+9.4%	+19.0%	+9.6%	−10.4%	$10.8B

End-of-day Nov 6, 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%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$60.7B
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
3	BIGF	iShares Global Infrastructure ETFRead Desk	0.37%	2.96%	−0.6%	+7.6%	+9.4%	+19.0%	+9.6%	−10.4%	$10.8B

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 IGF

GRID

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund

$15,990

IGF

iShares Global Infrastructure

$15,810

MeasureGRIDIGF

Fee0.56%0.37%

Cost on $10k a year$56$37

Yield1.00%2.96%

5 years, per year+9.8%+9.6%

3 years, per year+22.2%+19.0%

Worst drop · 1Y−23.5%−10.4%

Volatility · 1Y26.0%11.3%

4–2measures won
IGF first

3.1%

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

$39.1BAssets$60.7B

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, IGF, SMH

Today

4.4%most shared, GRID and SMH

GRIDIGFSMH

GRID—3.1%4.4%

IGF3.1%—0.0%

SMH4.4%0.0%—

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

Income After Fees on $10,000

$259most kept, IGF

IGF$296 − $37 = $259

GRID$100 − $56 = $44

SMH$24 − $35 = −$11

KeptFee

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