GRID vs IQLT

AGRID

BIQLT

Measures won2–4IQLT wins · of 6 · 5Y

$10,000 · 5Y$17,186GRID · IQLT $14,772

Lowest cost0.30%IQLT · $30 on $10k

Most income2.33%IQLT · $233 on $10k

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

Held in common5.0%GRID and IQLT

GRID

IQLT

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund · $11.3BiShares MSCI Intl Quality Factor ETF · $14.0B

+24.9%3 years · per year$19,474 · $16,844+19.0%

+11.4%5 years · per year$17,186 · $14,772+8.1%

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

0.95%12-mo yield$95 · $233 on $10k2.33%

−18.3%Worst dropSmaller wins−10.4%

25.2%VolatilityLower wins15.2%

2–4IQLT wins

$10,000 · 5 yearsOne scale

Shared top holdingsGRID · IQLT

7.6%ABBN.SW1.8%

6.6%SU.PA1.2%

0.7%IBE.MC1.4%

3.8%PRY.MI0.2%

Held in common5.0%

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%	$11.3B
2	BIQLT	iShares MSCI Intl Quality Factor ETFRead Desk		0.30%	2.33%	+2.0%	+14.6%	+18.2%	+19.0%	+8.1%	−10.4%	$14.0B

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%	$11.3B
2	BIQLT	iShares MSCI Intl Quality Factor ETFRead Desk		0.30%	2.33%	+2.0%	+14.6%	+18.2%	+19.0%	+8.1%	−10.4%	$14.0B

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 IQLT

GRID

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund

$17,186

IQLT

iShares MSCI Intl Quality Factor

$14,773

MeasureGRIDIQLT

Fee0.56%0.30%

Cost on $10k a year$56$30

Yield0.95%2.33%

5 years, per year+11.4%+8.1%

3 years, per year+24.9%+19.0%

Worst drop · 1Y−18.3%−10.4%

Volatility · 1Y25.2%15.2%

4–2measures won
IQLT first

5.0%

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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: GRID, IQLT

Today

5.0%most shared, GRID and IQLT

GRIDIQLT

GRID—5.0%

IQLT5.0%—

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

Income After Fees on $10,000

$203most kept, IQLT

IQLT$233 − $30 = $203

GRID$95 − $56 = $39

KeptFee

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