GRID vs XLI

AGRID

BXLI

Measures won2–4XLI wins · of 6 · 5Y

$10,000 · 5Y$17,925GRID · XLI $17,687

Lowest cost0.08%XLI · $8 on $10k

Most income1.10%XLI · $110 on $10k

Smallest drop−12.2%XLI · worst fall in 1Y

Held in common8.6%GRID and XLI

GRID

XLI

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund · $11.1BState Street Industrial Select Sector SPDR ETF · $31.5B

+26.5%3 years · per year$20,252 · $18,519+22.8%

+12.4%5 years · per year$17,925 · $17,687+12.1%

0.56%Expense ratio$56 · $8 on $10k · lower wins0.08%

0.92%12-mo yield$92 · $110 on $10k1.10%

−18.1%Worst dropSmaller wins−12.2%

25.0%VolatilityLower wins17.3%

2–4XLI wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsGRID · XLI

7.9%ETN2.8%

9.0%JCI1.8%

8.8%PWR1.8%

1.0%GEV4.4%

Held in common8.6%

End-of-day Nov 3, 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	BXLI	State Street Industrial Select Sector SPDR ETFRead Desk	0.08%	1.10%	+0.9%	+11.3%	+11.7%	+22.8%	+12.1%	−12.2%	$31.5B
3	VIS	Vanguard Industrials ETFRead Desk	0.09%	0.93%	+0.9%	+10.9%	+10.4%	+22.8%	+11.8%	−12.5%	$8.0B

End-of-day Nov 3, 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	BXLI	State Street Industrial Select Sector SPDR ETFRead Desk	0.08%	1.10%	+0.9%	+11.3%	+11.7%	+22.8%	+12.1%	−12.2%	$31.5B
3	VIS	Vanguard Industrials ETFRead Desk	0.09%	0.93%	+0.9%	+10.9%	+10.4%	+22.8%	+11.8%	−12.5%	$8.0B

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

Cards for this view

GRID vs XLI

GRID

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund

$17,925

XLI

Industrial Select Sector SPDR

$17,687

MeasureGRIDXLI

Fee0.56%0.08%

Cost on $10k a year$56$8

Yield0.92%1.10%

5 years, per year+12.4%+12.1%

3 years, per year+26.5%+22.8%

Worst drop · 1Y−18.1%−12.2%

Volatility · 1Y25.0%17.3%

4–2measures won
XLI first

8.6%

holdings shared

Nov 3, 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 3, 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 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: GRID, XLI, VIS

Today

78.6%most shared, XLI and VIS

GRIDXLIVIS

GRID—8.6%8.3%

XLI8.6%—78.6%

VIS8.3%78.6%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$102most kept, XLI

XLI$110 − $8 = $102

VIS$93 − $9 = $84

GRID$92 − $56 = $36

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee