GRID vs PBD

AGRID

BPBD

Measures won5–1GRID wins · of 6 · 5Y

$10,000 · 5Y$15,990GRID · DGS $13,611

Lowest cost0.56%GRID · $56 on $10k

Most income4.11%DGS · $411 on $10k

Smallest drop−11.6%DGS · worst fall in 1Y

Held in common11.4%GRID and PBD

GRID

PBD

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund · $10.4BInvesco Global Clean Energy ETF · $98M

+22.2%3 years · per year$18,267 · $12,220+6.9%

+9.8%5 years · per year$15,990 · $5,421−11.5%

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

1.00%12-mo yield$100 · $170 on $10k1.70%

−23.5%Worst dropSmaller wins−32.9%

26.0%VolatilityLower wins26.2%

5–1GRID wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsGRID · PBD

2.2%TRN.MI1.1%

1.1%ELI.BR1.1%

1.1%SPIE.PA1.0%

2.7%HUBB0.9%

Held in common11.4%

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	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%	$10.4B
2	DGS	WisdomTree Emerging Markets SmallCap Dividend FundRead Desk	0.58%	4.11%	+0.9%	+4.1%	+6.0%	+13.0%	+6.4%	−11.6%	$1.6B
3	BPBD	Invesco Global Clean Energy ETFRead Desk	0.75%	1.70%	+1.3%	−5.0%	−9.1%	+6.9%	−11.5%	−32.9%	$98M

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	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%	$10.4B
2	DGS	WisdomTree Emerging Markets SmallCap Dividend FundRead Desk	0.58%	4.11%	+0.9%	+4.1%	+6.0%	+13.0%	+6.4%	−11.6%	$1.6B
3	BPBD	Invesco Global Clean Energy ETFRead Desk	0.75%	1.70%	+1.3%	−5.0%	−9.1%	+6.9%	−11.5%	−32.9%	$98M

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 PBD

GRID

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund

$15,990

PBD

Invesco Global Clean Energy

$5,421

MeasureGRIDPBD

Fee0.56%0.75%

Cost on $10k a year$56$75

Yield1.00%1.70%

5 years, per year+9.8%−11.5%

3 years, per year+22.2%+6.9%

Worst drop · 1Y−23.5%−32.9%

Volatility · 1Y26.0%26.2%

5–1measures won
GRID first

11.4%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: GRID, PBD, DGS

Today

11.4%most shared, GRID and PBD

GRIDPBDDGS

GRID—11.4%1.2%

PBD11.4%—0.7%

DGS1.2%0.7%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$353most kept, DGS

DGS$411 − $58 = $353

PBD$170 − $75 = $95

GRID$100 − $56 = $44

KeptFee

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