Compare · 2 funds side by side · dividends reinvested

EMLP and ELFY

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$20,216EMLP · best of the two

02 / 04

EMLP and ELFY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust North American Energy Infrastructure FundThematic · Infrastructure0.95%2.85%+16.1%+18.6%+21.7%+15.1%−7.9%11.2%$4.2B1.1

ALPS Electrification Infrastructure ETFThematic · Infrastructure0.50%1.25%+0.9%−0.9%[…][…]−22.4%22.4%$159M1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: EMLP 2012 · ELFY 2025

Head to Head

Swap sides Versus in desk

Head to Head

ALPS Electrification Infrastructure ETF · $159M[…]

ELFY

EMLP

First Trust North American Energy Infrastructure Fund · $4.2B$20,216

$10,000 five years ago, dividends reinvested · they hold 30.3% in common

ELFYMeasureEMLP

+0.9%Year to dateJan 1 → Nov 5+16.1%

−0.9%1 yearTotal return+18.6%

[…]3 years · per year$10,000 became […] · $18,039+21.7%

[…]5 years · per year$10,000 became […] · $20,216+15.1%

0.50%Expense ratio$50 · $95 a year on $10k · lower is better0.95%

1.25%Trailing 12-mo yield$125 · $285 a year on $10k2.85%

−22.4%Worst dropSmaller is better−7.9%

22.4%VolatilityLower is calmer11.2%

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

1–5EMLP wins

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

More Ways to See the Pairs

ELFY vs EMLP: Top 5 Holdings

Today

ELFY

5.7%in top 5

EMLP

in top 527.4%

ELFYStockEMLP

not top 5EPD8.8%

not top 5ET7.1%

not top 5MPLX4.1%

not top 5KMI3.7%

not top 5PAGP3.6%

1.3%NXTnot top 5

1.1%BKHnot top 5

1.1%EMRnot top 5

1.1%TTEKnot top 5

1.1%Jnot top 5

Held in common30.3%

End-of-day Nov 5, 2026 · share of each fund

ELFY vs EMLP Returns, Every Period

ALPSELFY

−0.9%

past year

EMLPFirst Trust

+18.6%

past year

ELFYEMLPFaded: behind in that period

0–2EMLP wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

ELFY vs EMLP

YTD

ALPSELFY

+0.9%

EMLPFirst Trust

+16.1%

+0.9%Year to date+16.1%

−22.4%Worst drop · 1Y−7.9%

22.4%Volatility · 1Y11.2%

1.2%Yield2.8%

$159MAssets$4.2B

4–0EMLP wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: EMLP, ELFY

Today

0.50%lowest, ELFY

FundExpense ratioFee$10k

ELFY0.50%$50

EMLP0.95%$95

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: EMLP, ELFY

2.85%highest, EMLP

FundTrailing yieldYield$10k

EMLP2.85%$285

ELFY1.25%$125

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$190most kept, EMLP

EMLP$285 − $95 = $190

ELFY$125 − $50 = $75

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: EMLP, ELFY

Today

30.3%most shared, EMLP and ELFY

EMLPELFY

EMLP—30.3%

ELFY30.3%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+18.6%EMLP, at 11.2% volatility

EMLPWorst drop−7.9%11.2% vol

ELFYWorst drop−22.4%22.4% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

EMLPELFY

+16.1%Year to date+0.9%

2.8%Yield1.2%

+18.6%Past year−0.9%

0.95%Fee0.50%

3–1EMLP wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026