POWR vs GRID

APOWR

BGRID

Measures won4–2POWR wins · of 6 · 5Y

$10,000 · 5Y$17,186GRID · POWR $16,569

Lowest cost0.39%POWR · $39 on $10k

Most income6.40%POWR · $640 on $10k

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

Held in common19.9%POWR and GRID

POWR

GRID

iShares U.S. Power Infrastructure ETF · $444MFirst Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund · $11.3B

+5.1%3 years · per year$11,616 · $19,474+24.9%

+10.6%5 years · per year$16,569 · $17,186+11.4%

0.39%Expense ratio$39 · $56 on $10k · lower wins0.56%

6.40%12-mo yield$640 · $95 on $10k0.95%

−13.8%Worst dropSmaller wins−18.3%

18.3%VolatilityLower wins25.2%

4–2POWR wins

$10,000 · 5 yearsOne scale

Shared top holdingsPOWR · GRID

6.3%PWR9.1%

5.7%ETN8.2%

3.3%HUBB2.6%

2.9%NVT2.5%

Held in common19.9%

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

Both

5Y2 funds

#			Trend
1	BGRID	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
2	APOWR	iShares U.S. Power Infrastructure ETFRead Desk		0.39%	6.40%	−2.3%	+6.6%	+3.4%	+5.1%	+10.6%	−13.8%	$444M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BGRID	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
2	APOWR	iShares U.S. Power Infrastructure ETFRead Desk		0.39%	6.40%	−2.3%	+6.6%	+3.4%	+5.1%	+10.6%	−13.8%	$444M

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

POWR vs GRID

POWR

iShares U.S. Power Infrastructure

$16,569

GRID

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund

$17,186

MeasurePOWRGRID

Fee0.39%0.56%

Cost on $10k a year$39$56

Yield6.40%0.95%

5 years, per year+10.6%+11.4%

3 years, per year+5.1%+24.9%

Worst drop · 1Y−13.8%−18.3%

Volatility · 1Y18.3%25.2%

4–2measures won
POWR first

19.9%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

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

Overlap: POWR, GRID

Today

19.9%most shared, POWR and GRID

POWRGRID

POWR—19.9%

GRID19.9%—

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

Income After Fees on $10,000

$601most kept, POWR

POWR$640 − $39 = $601

GRID$95 − $56 = $39

KeptFee

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