MLPX vs GRID

AMLPX

BGRID

Measures won6–0MLPX wins · of 6 · 5Y

$10,000 · 5Y$23,175MLPX · GRID $15,760

Lowest cost0.45%MLPX · $45 on $10k

Most income4.40%MLPX · $440 on $10k

Smallest drop−9.2%MLPX · worst fall in 1Y

Held in common0.0%MLPX and GRID

MLPX

GRID

Global X - MLP & Energy Infrastructure ETF · $3.6BFirst Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund · $11.0B

+23.9%3 years · per year$19,026 · $18,129+21.9%

+18.3%5 years · per year$23,175 · $15,761+9.5%

0.45%Expense ratio$45 · $56 on $10k · lower wins0.56%

4.40%12-mo yield$440 · $102 on $10k1.02%

−9.2%Worst dropSmaller wins−23.5%

17.9%VolatilityLower wins26.0%

6–0MLPX wins

$10,000 · 5 yearsOne scale

Shared top holdingsMLPX · GRID

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

Held in common0.0%

End-of-day Nov 5, 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	AMLPX	Global X - MLP & Energy Infrastructure ETFRead Desk		0.45%	4.40%	−2.5%	+18.9%	+26.2%	+23.9%	+18.3%	−9.2%	$3.6B
2	BGRID	First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index FundRead Desk		0.56%	1.02%	−6.3%	0.0%	−0.7%	+21.9%	+9.5%	−23.5%	$11.0B

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

Both

5Y2 funds

#			Trend
1	AMLPX	Global X - MLP & Energy Infrastructure ETFRead Desk		0.45%	4.40%	−2.5%	+18.9%	+26.2%	+23.9%	+18.3%	−9.2%	$3.6B
2	BGRID	First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index FundRead Desk		0.56%	1.02%	−6.3%	0.0%	−0.7%	+21.9%	+9.5%	−23.5%	$11.0B

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

Cards for this view

MLPX vs GRID

MLPX

Global X - MLP & Energy Infrastructure

$23,175

GRID

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund

$15,761

MeasureMLPXGRID

Fee0.45%0.56%

Cost on $10k a year$45$56

Yield4.40%1.02%

5 years, per year+18.3%+9.5%

3 years, per year+23.9%+21.9%

Worst drop · 1Y−9.2%−23.5%

Volatility · 1Y17.9%26.0%

6–0measures won
MLPX first

0.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: MLPX, GRID

Today

0.0%most shared, MLPX and GRID

MLPXGRID

MLPX—0.0%

GRID0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$395most kept, MLPX

MLPX$440 − $45 = $395

GRID$102 − $56 = $46

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee