POWR vs GRID

APOWR

BGRID

Measures won5–1POWR wins · of 6 · 5Y

$10,000 · 5Y$34,950SMH · POWR $16,399

Lowest cost0.35%SMH · $35 on $10k

Most income6.56%POWR · $656 on $10k

Smallest drop−14.5%POWR · worst fall in 1Y

Held in common17.7%POWR and GRID

POWR

GRID

iShares U.S. Power Infrastructure ETF · $434MFirst Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund · $11.0B

+4.5%3 years · per year$11,405 · $18,267+22.2%

+10.4%5 years · per year$16,399 · $15,990+9.8%

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

6.56%12-mo yield$656 · $100 on $10k1.00%

−14.5%Worst dropSmaller wins−23.5%

18.6%VolatilityLower wins26.0%

5–1POWR wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPOWR · GRID

5.2%PWR7.8%

5.0%ETN7.6%

3.3%HUBB2.7%

2.4%NVT2.1%

Held in common17.7%

End-of-day Nov 6, 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	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$60.7B
2	APOWR	iShares U.S. Power Infrastructure ETFRead Desk	0.39%	6.56%	+1.3%	+4.1%	+0.4%	+4.5%	+10.4%	−14.5%	$434M
3	BGRID	First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index FundRead Desk	0.56%	1.00%	+1.4%	+1.4%	−1.0%	+22.2%	+9.8%	−23.5%	$11.0B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$60.7B
2	APOWR	iShares U.S. Power Infrastructure ETFRead Desk	0.39%	6.56%	+1.3%	+4.1%	+0.4%	+4.5%	+10.4%	−14.5%	$434M
3	BGRID	First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index FundRead Desk	0.56%	1.00%	+1.4%	+1.4%	−1.0%	+22.2%	+9.8%	−23.5%	$11.0B

End-of-day Nov 6, 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

$16,399

GRID

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund

$15,990

MeasurePOWRGRID

Fee0.39%0.56%

Cost on $10k a year$39$56

Yield6.56%1.00%

5 years, per year+10.4%+9.8%

3 years, per year+4.5%+22.2%

Worst drop · 1Y−14.5%−23.5%

Volatility · 1Y18.6%26.0%

5–1measures won
POWR first

17.7%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+36.2%

SMHVanEck

+28.8%

+36.2%Year to date+28.8%

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

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: POWR, GRID, SMH

Today

17.7%most shared, POWR and GRID

POWRGRIDSMH

POWR—17.7%0.0%

GRID17.7%—4.4%

SMH0.0%4.4%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$617most kept, POWR

POWR$656 − $39 = $617

GRID$100 − $56 = $44

SMH$24 − $35 = −$11

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee