PAVE vs GRID

APAVE

BGRID

Measures won4–2PAVE wins · of 6 · 5Y

$10,000 · 5Y$20,605PAVE · GRID $17,925

Lowest cost0.47%PAVE · $47 on $10k

Most income0.92%GRID · $92 on $10k

Smallest drop−13.8%PAVE · worst fall in 1Y

Held in common8.8%PAVE and GRID

PAVE

GRID

Global X - U.S. Infrastructure Development ETF · $14.1BFirst Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund · $11.1B

+25.6%3 years · per year$19,809 · $20,252+26.5%

+15.6%5 years · per year$20,605 · $17,925+12.4%

0.47%Expense ratio$47 · $56 on $10k · lower wins0.56%

0.79%12-mo yield$79 · $92 on $10k0.92%

−13.8%Worst dropSmaller wins−18.1%

20.6%VolatilityLower wins25.0%

4–2PAVE wins

$10,000 · 5 yearsOne scale

Shared top holdingsPAVE · GRID

3.1%PWR8.8%

2.9%ETN7.9%

1.4%HUBB2.5%

3.7%EMR0.4%

Held in common8.8%

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

Both

5Y2 funds

#			Trend
1	APAVE	Global X - U.S. Infrastructure Development ETFRead Desk		0.47%	0.79%	+0.7%	+14.9%	+14.6%	+25.6%	+15.6%	−13.8%	$14.1B
2	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 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	APAVE	Global X - U.S. Infrastructure Development ETFRead Desk		0.47%	0.79%	+0.7%	+14.9%	+14.6%	+25.6%	+15.6%	−13.8%	$14.1B
2	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 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

PAVE vs GRID

PAVE

Global X - U.S. Infrastructure Development

$20,605

GRID

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund

$17,925

MeasurePAVEGRID

Fee0.47%0.56%

Cost on $10k a year$47$56

Yield0.79%0.92%

5 years, per year+15.6%+12.4%

3 years, per year+25.6%+26.5%

Worst drop · 1Y−13.8%−18.1%

Volatility · 1Y20.6%25.0%

4–2measures won
PAVE first

8.8%

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: PAVE, GRID

Today

8.8%most shared, PAVE and GRID

PAVEGRID

PAVE—8.8%

GRID8.8%—

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

Income After Fees on $10,000

$36most kept, GRID

GRID$92 − $56 = $36

PAVE$79 − $47 = $32

KeptFee

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