GRID vs PBD

AGRID

BPBD

Measures won5–1GRID wins · of 6 · 5Y

$10,000 · 5Y$34,950SMH · GRID $15,990

Lowest cost0.35%SMH · $35 on $10k

Most income1.70%PBD · $170 on $10k

Smallest drop−23.5%GRID · 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	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%	$10.4B
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	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%	$10.4B
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

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: GRID, PBD, SMH

Today

11.4%most shared, GRID and PBD

GRIDPBDSMH

GRID—11.4%4.4%

PBD11.4%—0.0%

SMH4.4%0.0%—

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

Income After Fees on $10,000

$95most kept, PBD

PBD$170 − $75 = $95

GRID$100 − $56 = $44

SMH$24 − $35 = −$11

KeptFee

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