Compare · 3 funds side by side · dividends reinvested

EMLP, CIBR and IVV

EMLPFirst Trust×CIBRFirst Trust×IVViShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$20,285EMLP · best of the three

02 / 04

EMLP, CIBR and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust North American Energy Infrastructure FundThematic · Infrastructure0.95%2.82%+17.2%+18.4%+20.7%+15.2%−7.9%11.3%$4.1B1.8

First Trust Nasdaq Cybersecurity ETFThematic · Cyber & cloud0.58%0.42%+32.8%+27.5%+28.7%+12.4%−20.6%31.3%$15.8B2.0

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.3%+13.6%+22.0%+11.9%−8.9%13.8%$853B2.3

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

End-of-day Nov 9, 2026 · returns include dividends · since: EMLP 2012 · CIBR 2015 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $853B$17,545

IVV

EMLP

First Trust North American Energy Infrastructure Fund · $4.1B$20,285

$10,000 five years ago, dividends reinvested · they hold 2.5% in common

IVVMeasureEMLP

+11.3%Year to dateJan 1 → Nov 9+17.2%

+13.6%1 yearTotal return+18.4%

+22.0%3 years · per year$10,000 became $18,159 · $17,569+20.7%

+11.9%5 years · per year$10,000 became $17,545 · $20,285+15.2%

0.03%Expense ratio$3 · $95 a year on $10k · lower is better0.95%

1.11%Trailing 12-mo yield$111 · $282 a year on $10k2.82%

−8.9%Worst dropSmaller is better−7.9%

13.8%VolatilityLower is calmer11.3%

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

2–6EMLP wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IVV vs EMLP: Top 5 Holdings

Today

IVV

27.8%in top 5

EMLP

in top 527.8%

IVVStockEMLP

not top 5EPD9.0%

7.9%AAPLnot top 5

not top 5ET7.2%

7.1%NVDAnot top 5

6.2%MSFTnot top 5

not top 5MPLX4.4%

4.0%AMZNnot top 5

not top 5PAGP3.5%

not top 5KMI3.5%

2.6%GOOGLnot top 5

Held in common2.5%

End-of-day Nov 9, 2026 · share of each fund

IVV vs EMLP Returns, Every Period

iSharesIVV

+11.9%

5 years, per year

EMLPFirst Trust

+15.2%

5 years, per year

IVVEMLPFaded: behind in that period

1–3EMLP wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Core vs Thematic: IVV vs EMLP

YTD

iSharesIVV

+11.3%

EMLPFirst Trust

+17.2%

+11.3%Year to date+17.2%

−8.9%Worst drop · 1Y−7.9%

13.8%Volatility · 1Y11.3%

1.1%Yield2.8%

$853BAssets$4.1B

4–0EMLP wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: EMLP, CIBR, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

CIBR0.58%$58

EMLP0.95%$95

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: EMLP, CIBR, IVV

2.82%highest, EMLP

FundTrailing yieldYield$10k

EMLP2.82%$282

IVV1.11%$111

CIBR0.42%$42

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$187most kept, EMLP

EMLP$282 − $95 = $187

IVV$111 − $3 = $108

CIBR$42 − $58 = −$16

KeptFee

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

Overlap: EMLP, CIBR, IVV

Today

9.0%most shared, CIBR and IVV

EMLPCIBRIVV

EMLP—0.0%2.5%

CIBR0.0%—9.0%

IVV2.5%9.0%—

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

Return vs Bumpiness: 3 ETFs

+27.5%CIBR, at 31.3% volatility

EMLPWorst drop−7.9%11.3% vol

IVVWorst drop−8.9%13.8% vol

CIBRWorst drop−20.6%31.3% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

EMLPCIBR

+17.2%Year to date+32.8%

2.8%Yield0.4%

+18.4%Past year+27.5%

0.95%Fee0.58%

3–1CIBR wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

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%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026