GRID vs VIS

AGRID

BVIS

Measures won2–4VIS wins · of 6 · 5Y

$10,000 · 5Y$38,820SMH · VIS $17,523

Lowest cost0.09%VIS · $9 on $10k

Most income0.95%GRID · $95 on $10k

Smallest drop−12.5%VIS · worst fall in 1Y

Held in common8.3%GRID and VIS

GRID

VIS

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund · $11.3BVanguard Industrials ETF · $8.0B

+24.9%3 years · per year$19,474 · $18,083+21.8%

+11.4%5 years · per year$17,186 · $17,523+11.9%

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

0.95%12-mo yield$95 · $94 on $10k0.94%

−18.3%Worst dropSmaller wins−12.5%

25.2%VolatilityLower wins18.3%

2–4VIS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsGRID · VIS

8.2%ETN2.5%

9.1%PWR1.4%

8.9%JCI1.4%

1.0%GEV3.8%

Held in common8.3%

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	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.22%	−2.7%	+40.0%	+38.2%	+54.7%	+31.2%	−24.6%	$65.4B
2	BVIS	Vanguard Industrials ETFRead Desk	0.09%	0.94%	−1.1%	+9.6%	+9.7%	+21.8%	+11.9%	−12.5%	$8.0B
3	AGRID	First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index FundRead Desk	0.56%	0.95%	−3.1%	+6.7%	+3.9%	+24.9%	+11.4%	−18.3%	$11.3B

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	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.22%	−2.7%	+40.0%	+38.2%	+54.7%	+31.2%	−24.6%	$65.4B
2	BVIS	Vanguard Industrials ETFRead Desk	0.09%	0.94%	−1.1%	+9.6%	+9.7%	+21.8%	+11.9%	−12.5%	$8.0B
3	AGRID	First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index FundRead Desk	0.56%	0.95%	−3.1%	+6.7%	+3.9%	+24.9%	+11.4%	−18.3%	$11.3B

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 VIS

GRID

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund

$17,186

VIS

Vanguard Industrials

$17,523

MeasureGRIDVIS

Fee0.56%0.09%

Cost on $10k a year$56$9

Yield0.95%0.94%

5 years, per year+11.4%+11.9%

3 years, per year+24.9%+21.8%

Worst drop · 1Y−18.3%−12.5%

Volatility · 1Y25.2%18.3%

4–2measures won
VIS first

8.3%

holdings shared

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

SOXX vs SMH

YTD

iSharesSOXX

+49.8%

SMHVanEck

+40.0%

+49.8%Year to date+40.0%

0.33% · $33Fee · on $10k a year0.35% · $35

$42.6BAssets$65.4B

2–0SOXX wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: GRID, VIS, SMH

Today

8.3%most shared, GRID and VIS

GRIDVISSMH

GRID—8.3%4.5%

VIS8.3%—0.0%

SMH4.5%0.0%—

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

Income After Fees on $10,000

$85most kept, VIS

VIS$94 − $9 = $85

GRID$95 − $56 = $39

SMH$22 − $35 = −$13

KeptFee

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