GRID vs MLPB

AGRID

BMLPB

Measures won2–4MLPB wins · of 6 · 5Y

$10,000 · 5Y$23,804MLPB · GRID $17,186

Lowest cost0.56%GRID · $56 on $10k

Most income6.21%MLPB · $621 on $10k

Smallest drop−10.2%MLPB · worst fall in 1Y

Held in common[…]GRID and MLPB

GRID

MLPB

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund · $11.3BETRACS Alerian MLP Infrastructure Index ETN Series B · $214M

+24.9%3 years · per year$19,474 · $16,506+18.2%

+11.4%5 years · per year$17,186 · $23,804+18.9%

0.56%Expense ratio$56 · $85 on $10k · lower wins0.85%

0.95%12-mo yield$95 · $621 on $10k6.21%

−18.3%Worst dropSmaller wins−10.2%

25.2%VolatilityLower wins14.9%

2–4MLPB wins

$10,000 · 5 yearsOne scale

Shared top holdingsGRID · MLPB

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

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	BMLPB	ETRACS Alerian MLP Infrastructure Index ETN Series BRead Desk		0.85%	6.21%	−3.4%	+18.4%	+22.7%	+18.2%	+18.9%	−10.2%	$214M
2	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

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	BMLPB	ETRACS Alerian MLP Infrastructure Index ETN Series BRead Desk		0.85%	6.21%	−3.4%	+18.4%	+22.7%	+18.2%	+18.9%	−10.2%	$214M
2	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

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 MLPB

GRID

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund

$17,186

MLPB

ETRACS Alerian MLP Infrastructure Index ETN Series B

$23,804

MeasureGRIDMLPB

Fee0.56%0.85%

Cost on $10k a year$56$85

Yield0.95%6.21%

5 years, per year+11.4%+18.9%

3 years, per year+24.9%+18.2%

Worst drop · 1Y−18.3%−10.2%

Volatility · 1Y25.2%14.9%

4–2measures won
MLPB first

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, MLPB

Today

[…]holdings […]

GRIDMLPB

GRID—[…]

MLPB[…]—

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

Income After Fees on $10,000

$536most kept, MLPB

MLPB$621 − $85 = $536

GRID$95 − $56 = $39

KeptFee

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