GRID vs IPAV

AGRID

BIPAV

Measures won0–4IPAV wins · of 6 · 5Y

$10,000 · 5Y$34,950SMH · GRID $15,990

Lowest cost0.35%SMH · $35 on $10k

Most income1.62%IPAV · $162 on $10k

Smallest drop−17.2%IPAV · worst fall in 1Y

Held in common5.6%GRID and IPAV

GRID

IPAV

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund · $11.0BGlobal X Infrastructure Development ex-U.S. ETF · $6M

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

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

0.56%Expense ratio$56 · $55 on $10k · lower wins0.55%

1.00%12-mo yield$100 · $162 on $10k1.62%

−23.5%Worst dropSmaller wins−17.2%

26.0%VolatilityLower wins19.5%

0–4IPAV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsGRID · IPAV

3.7%PRY.MI2.2%

0.9%NKT.CO1.1%

0.8%010120.KS1.3%

0.7%NEX.PA1.0%

Held in common5.6%

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	BIPAV	Global X Infrastructure Development ex-U.S. ETFRead Desk	0.55%	1.62%	0.0%	+0.4%	+4.5%	new	new	−17.2%	$6M

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	BIPAV	Global X Infrastructure Development ex-U.S. ETFRead Desk	0.55%	1.62%	0.0%	+0.4%	+4.5%	new	new	−17.2%	$6M

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 IPAV

GRID

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund

$15,990

IPAV

Global X Infrastructure Development ex-U.S.

[…]

MeasureGRIDIPAV

Fee0.56%0.55%

Cost on $10k a year$56$55

Yield1.00%1.62%

5 years, per year+9.8%[…]

3 years, per year+22.2%[…]

Worst drop · 1Y−23.5%−17.2%

Volatility · 1Y26.0%19.5%

4–0measures won
IPAV first

5.6%

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, IPAV, SMH

Today

5.6%most shared, GRID and IPAV

GRIDIPAVSMH

GRID—5.6%4.4%

IPAV5.6%—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

$107most kept, IPAV

IPAV$162 − $55 = $107

GRID$100 − $56 = $44

SMH$24 − $35 = −$11

KeptFee

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