GRID vs SCHD

AGRID

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$33,824SMH · SCHD $16,375

Lowest cost0.06%SCHD · $6 on $10k

Most income2.98%SCHD · $298 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common1.3%GRID and SCHD

GRID

SCHD

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund · $11.3BSchwab U.S. Dividend Equity ETF · $123B

+21.9%3 years · per year$18,129 · $17,414+20.3%

+9.5%5 years · per year$15,761 · $16,375+10.4%

0.56%Expense ratio$56 · $6 on $10k · lower wins0.06%

1.02%12-mo yield$102 · $298 on $10k2.98%

−23.5%Worst dropSmaller wins−6.9%

26.0%VolatilityLower wins11.7%

1–5SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsGRID · SCHD

1.3%TXN4.7%

Held in common1.3%

End-of-day Nov 5, 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%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$65.4B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
3	AGRID	First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index FundRead Desk	0.56%	1.02%	−6.3%	0.0%	−0.7%	+21.9%	+9.5%	−23.5%	$11.3B

End-of-day Nov 5, 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%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$65.4B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
3	AGRID	First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index FundRead Desk	0.56%	1.02%	−6.3%	0.0%	−0.7%	+21.9%	+9.5%	−23.5%	$11.3B

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

Cards for this view

GRID vs SCHD

GRID

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund

$15,761

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureGRIDSCHD

Fee0.56%0.06%

Cost on $10k a year$56$6

Yield1.02%2.98%

5 years, per year+9.5%+10.4%

3 years, per year+21.9%+20.3%

Worst drop · 1Y−23.5%−6.9%

Volatility · 1Y26.0%11.7%

5–1measures won
SCHD first

1.3%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

SOXX vs SMH

YTD

iSharesSOXX

+31.6%

SMHVanEck

+24.3%

+31.6%Year to date+24.3%

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

$42.6BAssets$65.4B

2–0SOXX wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: GRID, SCHD, SMH

Today

8.6%most shared, SCHD and SMH

GRIDSCHDSMH

GRID—1.3%4.6%

SCHD1.3%—8.6%

SMH4.6%8.6%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

GRID$102 − $56 = $46

SMH$25 − $35 = −$10

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee