GRID vs SMH

AGRID

BSMH

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$38,820SMH · GRID $17,186

Lowest cost0.35%SMH · $35 on $10k

Most income0.95%GRID · $95 on $10k

Smallest drop−18.3%GRID · worst fall in 1Y

Held in common4.5%GRID and SMH

GRID

SMH

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

+24.9%3 years · per year$19,474 · $37,049+54.7%

+11.4%5 years · per year$17,186 · $38,820+31.2%

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

0.95%12-mo yield$95 · $22 on $10k0.22%

−18.3%Worst dropSmaller wins−24.6%

25.2%VolatilityLower wins41.2%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsGRID · SMH

2.0%NVDA20.6%

1.3%TXN6.0%

0.9%ADI5.0%

0.3%NXPI1.3%

Held in common4.5%

End-of-day Nov 4, 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%	0.22%	−2.7%	+40.0%	+38.2%	+54.7%	+31.2%	−24.6%	$65.4B
2	AGRID	First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index FundRead Desk	0.56%	0.95%	−3.1%	+6.7%	+3.9%	+24.9%	+11.4%	−18.3%	$11.3B
3	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	−5.3%	new	new	new	new	[…]	$17.6B

End-of-day Nov 4, 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%	0.22%	−2.7%	+40.0%	+38.2%	+54.7%	+31.2%	−24.6%	$65.4B
2	AGRID	First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index FundRead Desk	0.56%	0.95%	−3.1%	+6.7%	+3.9%	+24.9%	+11.4%	−18.3%	$11.3B
3	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	−5.3%	new	new	new	new	[…]	$17.6B

End-of-day Nov 4, 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

$17,186

SMH

VanEck Semiconductor

$38,820

MeasureGRIDSMH

Fee0.56%0.35%

Cost on $10k a year$56$35

Yield0.95%0.22%

5 years, per year+11.4%+31.2%

3 years, per year+24.9%+54.7%

Worst drop · 1Y−18.3%−24.6%

Volatility · 1Y25.2%41.2%

3–3measures won
level

4.5%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+49.8%

SMHVanEck

+40.0%

+49.8%Year to date+40.0%

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

$42.6BAssets$65.4B

2–0SOXX wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: GRID, SMH, DRAM

Today

4.5%most shared, GRID and SMH

GRIDSMHDRAM

GRID—4.5%0.0%

SMH4.5%—3.3%

DRAM0.0%3.3%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$39most kept, GRID

GRID$95 − $56 = $39

SMH$22 − $35 = −$13

DRAM$0 − $65 = −$65

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee