SRVR vs GRID

ASRVR

BGRID

Measures won4–2SRVR wins · of 6 · 5Y

$10,000 · 5Y$15,990GRID · SRVR $7,865

Lowest cost0.49%SRVR · $49 on $10k

Most income4.94%SRVR · $494 on $10k

Smallest drop−22.1%SRVR · worst fall in 1Y

Held in common0.6%SRVR and GRID

SRVR

GRID

Pacer Data & Infrastructure Real Estate ETF · $279MFirst Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund · $11.0B

+5.9%3 years · per year$11,861 · $18,267+22.2%

−4.7%5 years · per year$7,865 · $15,990+9.8%

0.49%Expense ratio$49 · $56 on $10k · lower wins0.56%

4.94%12-mo yield$494 · $100 on $10k1.00%

−22.1%Worst dropSmaller wins−23.5%

19.4%VolatilityLower wins26.0%

4–2SRVR wins

$10,000 · 5 yearsOne scale

Shared top holdingsSRVR · GRID

0.2%GEV1.0%

0.2%ETN7.6%

0.1%LR.PA0.2%

0.0%ABBN.SW7.7%

Held in common0.6%

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

Both

5Y2 funds

#			Trend
1	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
2	ASRVR	Pacer Data & Infrastructure Real Estate ETFRead Desk		0.49%	4.94%	+0.5%	+0.5%	−4.8%	+5.9%	−4.7%	−22.1%	$279M

End-of-day Nov 6, 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%	1.00%	+1.4%	+1.4%	−1.0%	+22.2%	+9.8%	−23.5%	$11.0B
2	ASRVR	Pacer Data & Infrastructure Real Estate ETFRead Desk		0.49%	4.94%	+0.5%	+0.5%	−4.8%	+5.9%	−4.7%	−22.1%	$279M

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

SRVR vs GRID

SRVR

Pacer Data & Infrastructure Real Estate

$7,865

GRID

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund

$15,990

MeasureSRVRGRID

Fee0.49%0.56%

Cost on $10k a year$49$56

Yield4.94%1.00%

5 years, per year−4.7%+9.8%

3 years, per year+5.9%+22.2%

Worst drop · 1Y−22.1%−23.5%

Volatility · 1Y19.4%26.0%

4–2measures won
SRVR first

0.6%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: SRVR, GRID

Today

0.6%most shared, SRVR and GRID

SRVRGRID

SRVR—0.6%

GRID0.6%—

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

Income After Fees on $10,000

$445most kept, SRVR

SRVR$494 − $49 = $445

GRID$100 − $56 = $44

KeptFee

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