GRID vs SMH

AGRID

BSMH

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$33,824SMH · CIBR $17,492

Lowest cost0.35%SMH · $35 on $10k

Most income1.02%GRID · $102 on $10k

Smallest drop−20.6%CIBR · worst fall in 1Y

Held in common4.6%GRID and SMH

GRID

SMH

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund · $11.3BVanEck Semiconductor ETF · $65.4B

+21.9%3 years · per year$18,129 · $32,662+48.4%

+9.5%5 years · per year$15,761 · $33,824+27.6%

0.56%Expense ratio$56 · $35 on $10k · lower wins0.35%

1.02%12-mo yield$102 · $25 on $10k0.25%

−23.5%Worst dropSmaller wins−33.1%

26.0%VolatilityLower wins42.8%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsGRID · SMH

2.0%NVDA20.5%

1.3%TXN6.1%

0.9%ADI5.0%

0.3%NXPI1.4%

Held in common4.6%

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	BSMH	VanEck Semiconductor ETFRead Desk	0.35%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$65.4B
2	CIBR	First Trust Nasdaq Cybersecurity ETFRead Desk	0.58%	0.43%	−6.5%	+27.7%	+21.3%	+27.4%	+11.8%	−20.6%	$16.9B
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	BSMH	VanEck Semiconductor ETFRead Desk	0.35%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$65.4B
2	CIBR	First Trust Nasdaq Cybersecurity ETFRead Desk	0.58%	0.43%	−6.5%	+27.7%	+21.3%	+27.4%	+11.8%	−20.6%	$16.9B
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 SMH

GRID

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund

$15,761

SMH

VanEck Semiconductor

$33,824

MeasureGRIDSMH

Fee0.56%0.35%

Cost on $10k a year$56$35

Yield1.02%0.25%

5 years, per year+9.5%+27.6%

3 years, per year+21.9%+48.4%

Worst drop · 1Y−23.5%−33.1%

Volatility · 1Y26.0%42.8%

3–3measures won
level

4.6%

holdings shared

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

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

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

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, SMH, CIBR

Today

5.8%most shared, SMH and CIBR

GRIDSMHCIBR

GRID—4.6%3.0%

SMH4.6%—5.8%

CIBR3.0%5.8%—

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

Income After Fees on $10,000

$46most kept, GRID

GRID$102 − $56 = $46

SMH$25 − $35 = −$10

CIBR$43 − $58 = −$15

KeptFee

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