GRID vs VIG

AGRID

BVIG

Measures won1–5VIG wins · of 6 · 5Y

$10,000 · 5Y$16,243VIG · GRID $15,990

Lowest cost0.04%VIG · $4 on $10k

Most income1.50%VIG · $150 on $10k

Smallest drop−7.9%VIG · worst fall in 1Y

Held in common7.4%GRID and VIG

GRID

VIG

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund · $11.0BVanguard Dividend Appreciation ETF · $109B

+22.2%3 years · per year$18,267 · $16,669+18.6%

+9.8%5 years · per year$15,990 · $16,243+10.2%

0.56%Expense ratio$56 · $4 on $10k · lower wins0.04%

1.00%12-mo yield$100 · $150 on $10k1.50%

−23.5%Worst dropSmaller wins−7.9%

26.0%VolatilityLower wins10.8%

1–5VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsGRID · VIG

1.9%CSCO1.9%

1.3%TXN1.1%

1.1%ORCL1.1%

1.2%IBM0.9%

Held in common7.4%

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

Both

5Y2 funds

#			Trend
1	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
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	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
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 VIG

GRID

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund

$15,990

VIG

Vanguard Dividend Appreciation

$16,243

MeasureGRIDVIG

Fee0.56%0.04%

Cost on $10k a year$56$4

Yield1.00%1.50%

5 years, per year+9.8%+10.2%

3 years, per year+22.2%+18.6%

Worst drop · 1Y−23.5%−7.9%

Volatility · 1Y26.0%10.8%

5–1measures won
VIG first

7.4%

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

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO 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, VIG

Today

7.4%most shared, GRID and VIG

GRIDVIG

GRID—7.4%

VIG7.4%—

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

Income After Fees on $10,000

$146most kept, VIG

VIG$150 − $4 = $146

GRID$100 − $56 = $44

KeptFee

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