RIFR vs GRID

ARIFR

BGRID

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$17,925GRID

Lowest cost0.56%GRID · $56 on $10k

Most income0.92%GRID · $92 on $10k

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

Held in common0.2%RIFR and GRID

RIFR

GRID

Russell Investments Exchange Traded Funds - Russell Investments Global Infrastructure ETF · $48MFirst Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund · $11.1B

[…]3 years · per year[…] · $20,252+26.5%

[…]5 years · per year[…] · $17,925+12.4%

0.59%Expense ratio$59 · $56 on $10k · lower wins0.56%

0.86%12-mo yield$86 · $92 on $10k0.92%

−9.2%Worst dropSmaller wins−18.1%

11.3%VolatilityLower wins25.0%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsRIFR · GRID

0.7%FTS.TO0.2%

Held in common0.2%

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	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
2	ARIFR	Russell Investments Exchange Traded Funds - Russell Investments Global Infrastructure ETFRead Desk		0.59%	0.86%	−0.7%	+13.2%	+14.4%	new	new	−9.2%	$48M

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	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
2	ARIFR	Russell Investments Exchange Traded Funds - Russell Investments Global Infrastructure ETFRead Desk		0.59%	0.86%	−0.7%	+13.2%	+14.4%	new	new	−9.2%	$48M

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

RIFR vs GRID

RIFR

Russell Investments Exchange Traded Funds - Russell Investments Global Infrastructure

[…]

GRID

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund

$17,925

MeasureRIFRGRID

Fee0.59%0.56%

Cost on $10k a year$59$56

Yield0.86%0.92%

5 years, per year[…]+12.4%

3 years, per year[…]+26.5%

Worst drop · 1Y−9.2%−18.1%

Volatility · 1Y11.3%25.0%

2–1measures won
RIFR first

0.2%

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: RIFR, GRID

Today

0.2%most shared, RIFR and GRID

RIFRGRID

RIFR—0.2%

GRID0.2%—

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

RIFR$86 − $59 = $27

KeptFee

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