GRID vs SPY

AGRID

BSPY

Measures won1–5SPY wins · of 6 · 5Y

$10,000 · 5Y$17,118SPY · GRID $15,990

Lowest cost0.09%SPY · $9 on $10k

Most income1.03%SPY · $103 on $10k

Smallest drop−8.9%SPY · worst fall in 1Y

Held in common6.6%GRID and SPY

GRID

SPY

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund · $11.0BState Street SPDR S&P 500 ETF · $819B

+22.2%3 years · per year$18,267 · $18,039+21.7%

+9.8%5 years · per year$15,990 · $17,118+11.3%

0.56%Expense ratio$56 · $9 on $10k · lower wins0.09%

1.00%12-mo yield$100 · $103 on $10k1.03%

−23.5%Worst dropSmaller wins−8.9%

26.0%VolatilityLower wins13.6%

1–5SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsGRID · SPY

1.9%NVDA6.9%

2.2%TSLA1.5%

1.9%CSCO0.6%

1.3%TXN0.4%

Held in common6.6%

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

Both

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
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

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
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

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 SPY

GRID

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund

$15,990

SPY

SPDR S&P 500

$17,118

MeasureGRIDSPY

Fee0.56%0.09%

Cost on $10k a year$56$9

Yield1.00%1.03%

5 years, per year+9.8%+11.3%

3 years, per year+22.2%+21.7%

Worst drop · 1Y−23.5%−8.9%

Volatility · 1Y26.0%13.6%

4–1measures won
SPY first

6.6%

holdings shared

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

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

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

Overlap: GRID, SPY

Today

6.6%most shared, GRID and SPY

GRIDSPY

GRID—6.6%

SPY6.6%—

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

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

GRID$100 − $56 = $44

KeptFee

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