GRID vs SMIG

AGRID

BSMIG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$33,824SMH · GRID $15,760

Lowest cost0.35%SMH · $35 on $10k

Most income1.70%SMIG · $170 on $10k

Smallest drop−8.5%SMIG · worst fall in 1Y

Held in common2.6%GRID and SMIG

GRID

SMIG

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund · $11.3BBahl & Gaynor Small/Mid Cap Income Growth ETF · $1.5B

+21.9%3 years · per year$18,129 · $15,260+15.1%

+9.5%5 years · per year$15,761 · $13,925+6.8%

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

1.02%12-mo yield$102 · $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

2.6%HUBB3.3%

Held in common2.6%

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	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$65.4B
2	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
3	BSMIG	Bahl & Gaynor Small/Mid Cap Income Growth ETFRead Desk	0.60%	1.70%	−2.7%	+11.6%	+13.8%	+15.1%	+6.8%	−8.5%	$1.5B

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	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
3	BSMIG	Bahl & Gaynor Small/Mid Cap Income Growth ETFRead Desk	0.60%	1.70%	−2.7%	+11.6%	+13.8%	+15.1%	+6.8%	−8.5%	$1.5B

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 SMIG

GRID

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund

$15,761

SMIG

Bahl & Gaynor Small/Mid Cap Income Growth

$13,925

MeasureGRIDSMIG

Fee0.56%0.60%

Cost on $10k a year$56$60

Yield1.02%1.70%

5 years, per year+9.5%+6.8%

3 years, per year+21.9%+15.1%

Worst drop · 1Y−23.5%−8.5%

Volatility · 1Y26.0%11.7%

3–3measures won
level

2.6%

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, SMIG, SMH

Today

4.6%most shared, GRID and SMH

GRIDSMIGSMH

GRID—2.6%4.6%

SMIG2.6%—0.0%

SMH4.6%0.0%—

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

Income After Fees on $10,000

$110most kept, SMIG

SMIG$170 − $60 = $110

GRID$102 − $56 = $46

SMH$25 − $35 = −$10

KeptFee

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