Compare · 3 funds side by side · dividends reinvested

EMLP, CIBR and SPY

EMLPFirst Trust×CIBRFirst Trust×SPYSPDR×

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 SPY, 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

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.2%+13.5%+21.9%+11.8%−8.9%13.7%$778B2.3

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 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

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

EMLP

CIBR

First Trust Nasdaq Cybersecurity ETF · $15.8B$17,956

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

EMLPMeasureCIBR

+17.2%Year to dateJan 1 → Nov 9+32.8%

+18.4%1 yearTotal return+27.5%

+20.7%3 years · per year$10,000 became $17,569 · $21,296+28.7%

+15.2%5 years · per year$10,000 became $20,285 · $17,956+12.4%

0.95%Expense ratio$95 · $58 a year on $10k · lower is better0.58%

2.82%Trailing 12-mo yield$282 · $42 a year on $10k0.42%

−7.9%Worst dropSmaller is better−20.6%

11.3%VolatilityLower is calmer31.3%

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

4–4Level

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

More Ways to See the Pairs

EMLP vs CIBR: Top 5 Holdings

Today

EMLP

27.8%in top 5

CIBR

in top 536.0%

EMLPStockCIBR

9.0%EPDnot top 5

not top 5CRWD8.3%

not top 5CSCO7.5%

not top 5PANW7.2%

7.2%ETnot top 5

not top 5AVGO7.0%

not top 5FTNT6.1%

4.4%MPLXnot top 5

3.5%PAGPnot top 5

3.5%KMInot top 5

Held in common0.0%

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

EMLP vs CIBR Returns, Every Period

First TrustEMLP

+15.2%

5 years, per year

CIBRFirst Trust

+12.4%

5 years, per year

EMLPCIBRFaded: behind in that period

1–3CIBR wins

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

Thematic vs Core: EMLP vs SPY

YTD

First TrustEMLP

+17.2%

SPYSPDR

+11.2%

+17.2%Year to date+11.2%

−7.9%Worst drop · 1Y−8.9%

11.3%Volatility · 1Y13.7%

2.8%Yield1.0%

$4.1BAssets$778B

4–0EMLP wins

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

Cost, Income and Risk

Fees: EMLP, CIBR, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

CIBR0.58%$58

EMLP0.95%$95

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

Yields: EMLP, CIBR, SPY

2.82%highest, EMLP

FundTrailing yieldYield$10k

EMLP2.82%$282

SPY1.01%$101

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

SPY$101 − $9 = $92

CIBR$42 − $58 = −$16

KeptFee

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

Overlap: EMLP, CIBR, SPY

Today

9.0%most shared, CIBR and SPY

EMLPCIBRSPY

EMLP—0.0%2.5%

CIBR0.0%—9.0%

SPY2.5%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

SPYWorst drop−8.9%13.7% 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

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

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