GRID vs VOO

AGRID

BVOO

Measures won1–5VOO wins · of 6 · 5Y

$10,000 · 5Y$18,115VOO · VTI $17,257

Lowest cost0.03%VOO · $3 on $10k

Most income1.05%VOO · $105 on $10k

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

Held in common6.8%GRID and VOO

GRID

VOO

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund · $11.3BVanguard S&P 500 ETF · $1.00T

+24.9%3 years · per year$19,474 · $19,172+24.2%

+11.4%5 years · per year$17,186 · $18,115+12.6%

0.56%Expense ratio$56 · $3 on $10k · lower wins0.03%

0.95%12-mo yield$95 · $105 on $10k1.05%

−18.3%Worst dropSmaller wins−8.9%

25.2%VolatilityLower wins12.8%

1–5VOO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsGRID · VOO

2.0%NVDA8.4%

2.3%TSLA1.5%

1.8%CSCO0.6%

1.3%TXN0.4%

Held in common6.8%

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	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.05%	+1.5%	+13.4%	+13.5%	+24.0%	+11.5%	−8.9%	$689.2B
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	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.05%	+1.5%	+13.4%	+13.5%	+24.0%	+11.5%	−8.9%	$689.2B
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 VOO

GRID

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund

$17,186

VOO

Vanguard S&P 500

$18,115

MeasureGRIDVOO

Fee0.56%0.03%

Cost on $10k a year$56$3

Yield0.95%1.05%

5 years, per year+11.4%+12.6%

3 years, per year+24.9%+24.2%

Worst drop · 1Y−18.3%−8.9%

Volatility · 1Y25.2%12.8%

5–1measures won
VOO first

6.8%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

VTI vs ITOT

YTD

VanguardVTI

+13.4%

ITOTiShares

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$689BAssets$97.0B

1–0VTI wins

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 4, 2026

Overlap: GRID, VOO, VTI

Today

89.0%most shared, VOO and VTI

GRIDVOOVTI

GRID—6.8%6.4%

VOO6.8%—89.0%

VTI6.4%89.0%—

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

Income After Fees on $10,000

$102most kept, VOO

VOO$105 − $3 = $102

VTI$105 − $3 = $102

GRID$95 − $56 = $39

KeptFee

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