GRID vs IVEP

AGRID

BIVEP

Measures won2–0GRID wins · of 6 · 5Y

$10,000 · 5Y$34,950SMH · GRID $15,990

Lowest cost0.35%SMH · $35 on $10k

Most income1.00%GRID · $100 on $10k

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

Held in common17.3%GRID and IVEP

GRID

IVEP

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund · $11.0BDan IVES Wedbush AI Power & Infrastructure ETF · $13M

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

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

0.56%Expense ratio$56 · $75 on $10k · lower wins0.75%

1.00%12-mo yield$100 · $0 on $10k0.00%

−23.5%Worst dropSmaller wins[…]

26.0%VolatilityLower wins[…]

2–0GRID wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsGRID · IVEP

8.6%JCI4.0%

7.6%ETN3.8%

7.8%PWR3.6%

2.7%HUBB3.1%

Held in common17.3%

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

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	BIVEP	Dan IVES Wedbush AI Power & Infrastructure ETFRead Desk	0.75%	0.00%	+2.7%	new	new	new	new	[…]	$13M

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	BIVEP	Dan IVES Wedbush AI Power & Infrastructure ETFRead Desk	0.75%	0.00%	+2.7%	new	new	new	new	[…]	$13M

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 IVEP

GRID

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund

$15,990

IVEP

Dan IVES Wedbush AI Power & Infrastructure

[…]

MeasureGRIDIVEP

Fee0.56%0.75%

Cost on $10k a year$56$75

Yield1.00%0.00%

5 years, per year+9.8%[…]

3 years, per year+22.2%[…]

Worst drop · 1Y−23.5%[…]

Volatility · 1Y26.0%[…]

2–0measures won
GRID first

17.3%

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, IVEP, SMH

Today

17.3%most shared, GRID and IVEP

GRIDIVEPSMH

GRID—17.3%4.4%

IVEP17.3%—1.4%

SMH4.4%1.4%—

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

SMH$24 − $35 = −$11

IVEP$0 − $75 = −$75

KeptFee

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