Compare · 3 funds side by side · dividends reinvested

EMLP, AMLP and IGV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$21,370AMLP · best of the three

02 / 04

EMLP, AMLP and IGV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust North American Energy Infrastructure FundThematic · Infrastructure0.95%2.85%+16.1%+17.7%+21.4%+15.3%−7.9%11.2%$4.2B1.4

Alerian MLP ETFSectors · Energy1.01%8.10%+13.2%+15.8%+14.8%+16.4%−11.0%13.4%$12.0B1.9

iShares Expanded Tech-Software Sector ETFThematic · Disruptive tech0.38%0.02%−6.4%−11.5%+13.3%+2.4%−33.2%32.9%$12.4B2.8

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: EMLP 2012 · AMLP 2010 · IGV 2001

Head to Head

Swap sides Versus in desk

Head to Head

Alerian MLP ETF · $12.0B$21,370

AMLP

IGV

iShares Expanded Tech-Software Sector ETF · $12.4B$11,265

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

AMLPMeasureIGV

+13.2%Year to dateJan 1 → Nov 6−6.4%

+15.8%1 yearTotal return−11.5%

+14.8%3 years · per year$10,000 became $15,119 · $14,533+13.3%

+16.4%5 years · per year$10,000 became $21,370 · $11,264+2.4%

1.01%Expense ratio$101 · $38 a year on $10k · lower is better0.38%

8.10%Trailing 12-mo yield$810 · $2 a year on $10k0.02%

−11.0%Worst dropSmaller is better−33.2%

13.4%VolatilityLower is calmer32.9%

AMLPIGV Winner of the row, in its colourEach row: the bigger of the two fills its side

7–1AMLP wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

AMLP vs IGV: Top 5 Holdings

Today

AMLP

62.7%in top 5

IGV

in top 540.4%

AMLPStockIGV

13.2%PAAnot top 5

13.1%MPLXnot top 5

12.8%EPDnot top 5

12.2%ETnot top 5

11.4%WESnot top 5

not top 5MSFT9.5%

not top 5PANW8.2%

not top 5PLTR7.9%

not top 5CRWD7.8%

not top 5ORCL7.0%

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

AMLP vs IGV Returns, Every Period

ALPSAMLP

+16.4%

5 years, per year

IGViShares

+2.4%

5 years, per year

AMLPIGVFaded: behind in that period

4–0AMLP wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Sector vs Thematic: AMLP vs EMLP

YTD

ALPSAMLP

+13.2%

EMLPFirst Trust

+16.1%

+13.2%Year to date+16.1%

−11.0%Worst drop · 1Y−7.9%

13.4%Volatility · 1Y11.2%

8.1%Yield2.8%

$12.0BAssets$4.2B

3–1EMLP wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: EMLP, AMLP, IGV

Today

0.38%lowest, IGV

FundExpense ratioFee$10k

IGV0.38%$38

EMLP0.95%$95

AMLP1.01%$101

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: EMLP, AMLP, IGV

8.10%highest, AMLP

FundTrailing yieldYield$10k

AMLP8.10%$810

EMLP2.85%$285

IGV0.02%$2

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$709most kept, AMLP

AMLP$810 − $101 = $709

EMLP$285 − $95 = $190

IGV$2 − $38 = −$36

KeptFee

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

Overlap: EMLP, AMLP, IGV

Today

22.8%most shared, EMLP and AMLP

EMLPAMLPIGV

EMLP—22.8%0.0%

AMLP22.8%—0.0%

IGV0.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

+17.7%EMLP, at 11.2% volatility

EMLPWorst drop−7.9%11.2% vol

AMLPWorst drop−11.0%13.4% vol

IGVWorst drop−33.2%32.9% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

AMLPEMLP

+13.2%Year to date+16.1%

8.1%Yield2.8%

+15.8%Past year+17.7%

1.01%Fee0.95%

3–1EMLP wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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