RIFR vs GRID

ARIFR

BGRID

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$36,298SMH · GRID $16,504

Lowest cost0.35%SMH · $35 on $10k

Most income0.96%GRID · $96 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 · $10.4B

[…]3 years · per year[…] · $18,656+23.1%

[…]5 years · per year[…] · $16,504+10.5%

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

0.86%12-mo yield$86 · $96 on $10k0.96%

−9.2%Worst dropSmaller wins−23.5%

11.6%VolatilityLower wins26.3%

2–2Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsRIFR · GRID

0.7%FTS.TO0.2%

Held in common0.2%

End-of-day Nov 9, 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%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	BGRID	First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index FundRead Desk	0.56%	0.96%	+4.4%	+5.9%	+4.6%	+23.1%	+10.5%	−23.5%	$10.4B
3	ARIFR	Russell Investments Exchange Traded Funds - Russell Investments Global Infrastructure ETFRead Desk	0.59%	0.86%	+1.7%	+13.8%	+14.8%	new	new	−9.2%	$48M

End-of-day Nov 9, 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%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	BGRID	First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index FundRead Desk	0.56%	0.96%	+4.4%	+5.9%	+4.6%	+23.1%	+10.5%	−23.5%	$10.4B
3	ARIFR	Russell Investments Exchange Traded Funds - Russell Investments Global Infrastructure ETFRead Desk	0.59%	0.86%	+1.7%	+13.8%	+14.8%	new	new	−9.2%	$48M

End-of-day Nov 9, 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

$16,504

MeasureRIFRGRID

Fee0.59%0.56%

Cost on $10k a year$59$56

Yield0.86%0.96%

5 years, per year[…]+10.5%

3 years, per year[…]+23.1%

Worst drop · 1Y−9.2%−23.5%

Volatility · 1Y11.6%26.3%

2–2measures won
level

0.2%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+46.5%

SMHVanEck

+35.3%

+46.5%Year to date+35.3%

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

$37.5BAssets$60.7B

2–0SOXX wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: RIFR, GRID, SMH

Today

4.4%most shared, GRID and SMH

RIFRGRIDSMH

RIFR—0.2%0.0%

GRID0.2%—4.4%

SMH0.0%4.4%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$40most kept, GRID

GRID$96 − $56 = $40

RIFR$86 − $59 = $27

SMH$23 − $35 = −$12

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee