GRID vs IGV

AGRID

BIGV

Measures won5–1GRID wins · of 6 · 5Y

$10,000 · 5Y$15,990GRID · IGV $11,265

Lowest cost0.38%IGV · $38 on $10k

Most income1.00%GRID · $100 on $10k

Smallest drop−23.5%GRID · worst fall in 1Y

Held in common1.2%GRID and IGV

GRID

IGV

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund · $10.4BiShares Expanded Tech-Software Sector ETF · $12.4B

+22.2%3 years · per year$18,267 · $14,533+13.3%

+9.8%5 years · per year$15,990 · $11,264+2.4%

0.56%Expense ratio$56 · $38 on $10k · lower wins0.38%

1.00%12-mo yield$100 · $2 on $10k0.02%

−23.5%Worst dropSmaller wins−33.2%

26.0%VolatilityLower wins32.9%

5–1GRID wins

$10,000 · 5 yearsOne scale

Shared top holdingsGRID · IGV

1.1%ORCL7.0%

0.1%TRMB0.5%

Held in common1.2%

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%	$10.4B
2	BIGV	iShares Expanded Tech-Software Sector ETFRead Desk		0.38%	0.02%	−0.1%	−6.4%	−11.5%	+13.3%	+2.4%	−33.2%	$12.4B

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%	$10.4B
2	BIGV	iShares Expanded Tech-Software Sector ETFRead Desk		0.38%	0.02%	−0.1%	−6.4%	−11.5%	+13.3%	+2.4%	−33.2%	$12.4B

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 IGV

GRID

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund

$15,990

IGV

iShares Expanded Tech-Software Sector

$11,265

MeasureGRIDIGV

Fee0.56%0.38%

Cost on $10k a year$56$38

Yield1.00%0.02%

5 years, per year+9.8%+2.4%

3 years, per year+22.2%+13.3%

Worst drop · 1Y−23.5%−33.2%

Volatility · 1Y26.0%32.9%

5–1measures won
GRID first

1.2%

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%

$40.7BAssets$45.2B

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: GRID, IGV

Today

1.2%most shared, GRID and IGV

GRIDIGV

GRID—1.2%

IGV1.2%—

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

IGV$2 − $38 = −$36

KeptFee

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