GRID vs SMH

AGRID

BSMH

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$34,950SMH · SCHD $16,267

Lowest cost0.06%SCHD · $6 on $10k

Most income3.00%SCHD · $300 on $10k

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

Held in common4.4%GRID and SMH

GRID

SMH

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund · $10.4BVanEck Semiconductor ETF · $60.7B

+22.2%3 years · per year$18,267 · $33,022+48.9%

+9.8%5 years · per year$15,990 · $34,950+28.4%

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

1.00%12-mo yield$100 · $24 on $10k0.24%

−23.5%Worst dropSmaller wins−33.1%

26.0%VolatilityLower wins42.9%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsGRID · SMH

1.9%NVDA21.0%

1.3%TXN6.2%

0.9%ADI5.0%

0.3%NXPI1.4%

Held in common4.4%

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	BSMH	VanEck Semiconductor ETFRead Desk	0.35%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$60.7B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
3	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

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	BSMH	VanEck Semiconductor ETFRead Desk	0.35%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$60.7B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
3	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

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 SMH

GRID

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund

$15,990

SMH

VanEck Semiconductor

$34,950

MeasureGRIDSMH

Fee0.56%0.35%

Cost on $10k a year$56$35

Yield1.00%0.24%

5 years, per year+9.8%+28.4%

3 years, per year+22.2%+48.9%

Worst drop · 1Y−23.5%−33.1%

Volatility · 1Y26.0%42.9%

3–3measures won
level

4.4%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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

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

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, SMH, SCHD

Today

7.9%most shared, SMH and SCHD

GRIDSMHSCHD

GRID—4.4%1.3%

SMH4.4%—7.9%

SCHD1.3%7.9%—

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

GRID$100 − $56 = $44

SMH$24 − $35 = −$11

KeptFee

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