MLPB vs GRID

AMLPB

BGRID

Measures won4–2MLPB wins · of 6 · 5Y

$10,000 · 5Y$31,133SOXX · MLPB $23,804

Lowest cost0.33%SOXX · $33 on $10k

Most income6.01%MLPB · $601 on $10k

Smallest drop−9.3%MLPB · worst fall in 1Y

Held in common[…]MLPB and GRID

MLPB

GRID

ETRACS Alerian MLP Infrastructure Index ETN Series B · $222MFirst Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund · $11.1B

+19.4%3 years · per year$17,037 · $20,252+26.5%

+19.6%5 years · per year$24,433 · $17,925+12.4%

0.85%Expense ratio$85 · $56 on $10k · lower wins0.56%

6.01%12-mo yield$601 · $92 on $10k0.92%

−9.3%Worst dropSmaller wins−18.1%

14.5%VolatilityLower wins25.0%

4–2MLPB wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsMLPB · GRID

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

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	SOXX	iShares Semiconductor ETFRead Desk	0.33%	0.27%	+2.5%	+54.7%	+52.2%	+47.3%	+25.5%	−30.7%	$44.3B
2	AMLPB	ETRACS Alerian MLP Infrastructure Index ETN Series BRead Desk	0.85%	6.01%	−0.3%	+22.3%	+26.3%	+19.4%	+19.6%	−9.3%	$222M
3	BGRID	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

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	SOXX	iShares Semiconductor ETFRead Desk	0.33%	0.27%	+2.5%	+54.7%	+52.2%	+47.3%	+25.5%	−30.7%	$44.3B
2	AMLPB	ETRACS Alerian MLP Infrastructure Index ETN Series BRead Desk	0.85%	6.01%	−0.3%	+22.3%	+26.3%	+19.4%	+19.6%	−9.3%	$222M
3	BGRID	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

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

MLPB vs GRID

MLPB

ETRACS Alerian MLP Infrastructure Index ETN Series B

$24,433

GRID

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund

$17,925

MeasureMLPBGRID

Fee0.85%0.56%

Cost on $10k a year$85$56

Yield6.01%0.92%

5 years, per year+19.6%+12.4%

3 years, per year+19.4%+26.5%

Worst drop · 1Y−9.3%−18.1%

Volatility · 1Y14.5%25.0%

4–2measures won
MLPB first

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

SOXX vs SMH

YTD

iSharesSOXX

+54.7%

SMHVanEck

+44.0%

+54.7%Year to date+44.0%

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

$44.3BAssets$65.8B

2–0SOXX wins

End-of-day Nov 4, 2026

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: MLPB, GRID, SOXX

Today

4.5%most shared, GRID and SOXX

MLPBGRIDSOXX

MLPB—[…][…]

GRID[…]—4.5%

SOXX[…]4.5%—

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

Income After Fees on $10,000

$516most kept, MLPB

MLPB$601 − $85 = $516

GRID$92 − $56 = $36

SOXX$27 − $33 = −$6

KeptFee

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