Compare · 2 funds side by side · dividends reinvested

EMLP and IGF

EMLPFirst Trust×IGFiShares×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$20,650EMLP · best of the two

02 / 04

EMLP and IGF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust North American Energy Infrastructure FundThematic · Infrastructure0.95%2.77%+19.2%+21.0%+23.2%+15.6%−7.9%11.1%$4.3B1.3

iShares Global Infrastructure ETFThematic · Infrastructure0.37%2.94%+8.5%+10.9%+20.5%+9.7%−10.4%11.2%$10.9B1.8

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

End-of-day Nov 3, 2026 · returns include dividends · since: EMLP 2012 · IGF 2007

Head to Head

Swap sides Versus in desk

Head to Head

First Trust North American Energy Infrastructure Fund · $4.3B$20,650

EMLP

IGF

iShares Global Infrastructure ETF · $10.9B$15,886

$10,000 five years ago, dividends reinvested · they hold 24.0% in common

EMLPMeasureIGF

+19.2%Year to dateJan 1 → Nov 3+8.5%

+21.0%1 yearTotal return+10.9%

+23.2%3 years · per year$10,000 became $18,685 · $17,513+20.5%

+15.6%5 years · per year$10,000 became $20,649 · $15,886+9.7%

0.95%Expense ratio$95 · $37 a year on $10k · lower is better0.37%

2.77%Trailing 12-mo yield$277 · $294 a year on $10k2.94%

−7.9%Worst dropSmaller is better−10.4%

11.1%VolatilityLower is calmer11.2%

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

6–2EMLP wins

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

More Ways to See the Pairs

EMLP vs IGF: Top 5 Holdings

Today

EMLP

28.3%in top 5

IGF

in top 522.7%

EMLPStockIGF

8.9%EPDnot top 5

7.5%ETnot top 5

not top 5TCL.AX4.9%

not top 5AENA.MC4.9%

not top 5NEE4.8%

4.3%MPLXnot top 5

not top 5IBE.MC4.1%

not top 5PAC4.0%

3.8%KMInot top 5

3.8%PAGPnot top 5

Held in common24.0%

End-of-day Nov 3, 2026 · share of each fund

EMLP vs IGF Returns, Every Period

First TrustEMLP

+15.6%

5 years, per year

IGFiShares

+9.7%

5 years, per year

EMLPIGFFaded: behind in that period

4–0EMLP wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

EMLP vs IGF

YTD

First TrustEMLP

+19.2%

IGFiShares

+8.5%

+19.2%Year to date+8.5%

−7.9%Worst drop · 1Y−10.4%

11.1%Volatility · 1Y11.2%

2.8%Yield2.9%

$4.3BAssets$10.9B

3–1EMLP wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: EMLP, IGF

Today

0.37%lowest, IGF

FundExpense ratioFee$10k

IGF0.37%$37

EMLP0.95%$95

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: EMLP, IGF

2.94%highest, IGF

FundTrailing yieldYield$10k

IGF2.94%$294

EMLP2.77%$277

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$257most kept, IGF

IGF$294 − $37 = $257

EMLP$277 − $95 = $182

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: EMLP, IGF

Today

24.0%most shared, EMLP and IGF

EMLPIGF

EMLP—24.0%

IGF24.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+21.0%EMLP, at 11.1% volatility

EMLPWorst drop−7.9%11.1% vol

IGFWorst drop−10.4%11.2% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

IGFEMLP

+8.5%Year to date+19.2%

2.9%Yield2.8%

+10.9%Past year+21.0%

0.37%Fee0.95%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026