GRID vs SMIG

AGRID

BSMIG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · GRID $15,990

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 common2.7%GRID and SMIG

GRID

SMIG

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund · $11.0BBahl & Gaynor Small/Mid Cap Income Growth ETF · $1.5B

+22.2%3 years · per year$18,267 · $15,141+14.8%

+9.8%5 years · per year$15,990 · $13,962+6.9%

0.56%Expense ratio$56 · $60 on $10k · lower wins0.60%

1.00%12-mo yield$100 · $170 on $10k1.70%

−23.5%Worst dropSmaller wins−8.5%

26.0%VolatilityLower wins11.7%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsGRID · SMIG

2.7%HUBB3.3%

Held in common2.7%

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	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
2	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%	$11.0B
3	BSMIG	Bahl & Gaynor Small/Mid Cap Income Growth ETFRead Desk	0.60%	1.70%	+0.2%	+11.8%	+13.7%	+14.8%	+6.9%	−8.5%	$1.5B

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	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
2	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%	$11.0B
3	BSMIG	Bahl & Gaynor Small/Mid Cap Income Growth ETFRead Desk	0.60%	1.70%	+0.2%	+11.8%	+13.7%	+14.8%	+6.9%	−8.5%	$1.5B

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 SMIG

GRID

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund

$15,990

SMIG

Bahl & Gaynor Small/Mid Cap Income Growth

$13,962

MeasureGRIDSMIG

Fee0.56%0.60%

Cost on $10k a year$56$60

Yield1.00%1.70%

5 years, per year+9.8%+6.9%

3 years, per year+22.2%+14.8%

Worst drop · 1Y−23.5%−8.5%

Volatility · 1Y26.0%11.7%

3–3measures won
level

2.7%

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

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: GRID, SMIG, SCHD

Today

2.7%most shared, GRID and SMIG

GRIDSMIGSCHD

GRID—2.7%1.3%

SMIG2.7%—1.2%

SCHD1.3%1.2%—

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

SMIG$170 − $60 = $110

GRID$100 − $56 = $44

KeptFee

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