GRID vs MLPB

AGRID

BMLPB

Measures won2–4MLPB wins · of 6 · 5Y

$10,000 · 5Y$36,298SMH · MLPB $23,460

Lowest cost0.35%SMH · $35 on $10k

Most income6.29%MLPB · $629 on $10k

Smallest drop−12.5%MLPB · worst fall in 1Y

Held in common[…]GRID and MLPB

GRID

MLPB

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund · $10.4BETRACS Alerian MLP Infrastructure Index ETN Series B · $211M

+23.1%3 years · per year$18,656 · $15,680+16.2%

+10.5%5 years · per year$16,504 · $23,460+18.6%

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

0.96%12-mo yield$96 · $629 on $10k6.29%

−23.5%Worst dropSmaller wins−12.5%

26.3%VolatilityLower wins15.2%

2–4MLPB wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsGRID · MLPB

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

Held in common[…]

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	BMLPB	ETRACS Alerian MLP Infrastructure Index ETN Series BRead Desk	0.85%	6.29%	+1.1%	+16.9%	+19.9%	+16.2%	+18.6%	−12.5%	$211M
3	CIBR	First Trust Nasdaq Cybersecurity ETFRead Desk	0.58%	0.42%	+4.0%	+32.8%	+27.5%	+28.7%	+12.4%	−20.6%	$15.8B
4	AGRID	First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index FundRead Desk	0.56%	0.96%	+4.4%	+5.9%	+4.6%	+23.1%	+10.5%	−23.5%	$10.4B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	BMLPB	ETRACS Alerian MLP Infrastructure Index ETN Series BRead Desk	0.85%	6.29%	+1.1%	+16.9%	+19.9%	+16.2%	+18.6%	−12.5%	$211M
3	CIBR	First Trust Nasdaq Cybersecurity ETFRead Desk	0.58%	0.42%	+4.0%	+32.8%	+27.5%	+28.7%	+12.4%	−20.6%	$15.8B
4	AGRID	First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index FundRead Desk	0.56%	0.96%	+4.4%	+5.9%	+4.6%	+23.1%	+10.5%	−23.5%	$10.4B

End-of-day Nov 9, 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

$16,504

MLPB

ETRACS Alerian MLP Infrastructure Index ETN Series B

$23,460

MeasureGRIDMLPB

Fee0.56%0.85%

Cost on $10k a year$56$85

Yield0.96%6.29%

5 years, per year+10.5%+18.6%

3 years, per year+23.1%+16.2%

Worst drop · 1Y−23.5%−12.5%

Volatility · 1Y26.3%15.2%

4–2measures won
MLPB first

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+46.5%

SMHVanEck

+35.3%

+46.5%Year to date+35.3%

0.33% · $33Fee · on $10k a year0.35% · $35

$37.5BAssets$60.7B

2–0SOXX wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: GRID, MLPB, CIBR, SMH

Today

5.7%most shared, CIBR and SMH

GRIDMLPBCIBRSMH

GRID—[…]2.9%4.4%

MLPB[…]—[…][…]

CIBR2.9%[…]—5.7%

SMH4.4%[…]5.7%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$544most kept, MLPB

MLPB$629 − $85 = $544

GRID$96 − $56 = $40

SMH$23 − $35 = −$12

CIBR$42 − $58 = −$16

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee