GRID vs SPYM

AGRID

BSPYM

Measures won2–4SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,749SPYM · SPY $17,688

Lowest cost0.02%SPYM · $2 on $10k

Most income1.03%SPYM · $103 on $10k

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

Held in common7.1%GRID and SPYM

GRID

SPYM

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund · $11.1BState Street SPDR Portfolio S&P 500 ETF · $185B

+26.5%3 years · per year$20,252 · $19,092+24.1%

+12.4%5 years · per year$17,925 · $17,749+12.2%

0.56%Expense ratio$56 · $2 on $10k · lower wins0.02%

0.92%12-mo yield$92 · $103 on $10k1.03%

−18.1%Worst dropSmaller wins−8.9%

25.0%VolatilityLower wins12.7%

2–4SPYM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsGRID · SPYM

2.0%NVDA7.8%

2.3%TSLA1.7%

1.9%CSCO0.6%

1.3%TXN0.4%

Held in common7.1%

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	AGRID	First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index FundRead Desk	0.56%	0.92%	+1.9%	+10.1%	+7.5%	+26.5%	+12.4%	−18.1%	$11.1B
2	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$185.3B
3	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+0.3%	+11.5%	+11.8%	+24.0%	+12.1%	−8.9%	$798.0B

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	AGRID	First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index FundRead Desk	0.56%	0.92%	+1.9%	+10.1%	+7.5%	+26.5%	+12.4%	−18.1%	$11.1B
2	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$185.3B
3	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+0.3%	+11.5%	+11.8%	+24.0%	+12.1%	−8.9%	$798.0B

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 SPYM

GRID

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund

$17,925

SPYM

SPDR Portfolio S&P 500

$17,749

MeasureGRIDSPYM

Fee0.56%0.02%

Cost on $10k a year$56$2

Yield0.92%1.03%

5 years, per year+12.4%+12.2%

3 years, per year+26.5%+24.1%

Worst drop · 1Y−18.1%−8.9%

Volatility · 1Y25.0%12.7%

4–2measures won
SPYM first

7.1%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 4, 2026

Overlap: GRID, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

GRIDSPYMSPY

GRID—7.1%7.1%

SPYM7.1%—99.9%

SPY7.1%99.9%—

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

Income After Fees on $10,000

$101most kept, SPYM

SPYM$103 − $2 = $101

SPY$101 − $9 = $92

GRID$92 − $56 = $36

KeptFee

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