GRID vs POWR

AGRID

BPOWR

Measures won2–4POWR wins · of 6 · 5Y

$10,000 · 5Y$17,925GRID · POWR $16,619

Lowest cost0.39%POWR · $39 on $10k

Most income6.25%POWR · $625 on $10k

Smallest drop−13.8%POWR · worst fall in 1Y

Held in common19.2%GRID and POWR

GRID

POWR

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund · $11.1BiShares U.S. Power Infrastructure ETF · $454M

+26.5%3 years · per year$20,252 · $11,992+6.2%

+12.4%5 years · per year$17,925 · $16,619+10.7%

0.56%Expense ratio$56 · $39 on $10k · lower wins0.39%

0.92%12-mo yield$92 · $625 on $10k6.25%

−18.1%Worst dropSmaller wins−13.8%

25.0%VolatilityLower wins18.2%

2–4POWR wins

$10,000 · 5 yearsOne scale

Shared top holdingsGRID · POWR

8.8%PWR6.1%

7.9%ETN5.5%

2.5%NVT2.9%

2.5%HUBB3.2%

Held in common19.2%

End-of-day Nov 3, 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	AGRID	First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index FundRead Desk		0.56%	0.92%	+1.9%	+10.1%	+7.5%	+26.5%	+12.4%	−18.1%	$11.1B
2	BPOWR	iShares U.S. Power Infrastructure ETFRead Desk		0.39%	6.25%	+1.3%	+9.2%	+6.3%	+6.2%	+10.7%	−13.8%	$454M

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

Both

5Y2 funds

#			Trend
1	AGRID	First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index FundRead Desk		0.56%	0.92%	+1.9%	+10.1%	+7.5%	+26.5%	+12.4%	−18.1%	$11.1B
2	BPOWR	iShares U.S. Power Infrastructure ETFRead Desk		0.39%	6.25%	+1.3%	+9.2%	+6.3%	+6.2%	+10.7%	−13.8%	$454M

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

Cards for this view

GRID vs POWR

GRID

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund

$17,925

POWR

iShares U.S. Power Infrastructure

$16,619

MeasureGRIDPOWR

Fee0.56%0.39%

Cost on $10k a year$56$39

Yield0.92%6.25%

5 years, per year+12.4%+10.7%

3 years, per year+26.5%+6.2%

Worst drop · 1Y−18.1%−13.8%

Volatility · 1Y25.0%18.2%

4–2measures won
POWR first

19.2%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: GRID, POWR

Today

19.2%most shared, GRID and POWR

GRIDPOWR

GRID—19.2%

POWR19.2%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$586most kept, POWR

POWR$625 − $39 = $586

GRID$92 − $56 = $36

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee