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$20,216EMLP · 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%2.85%+16.1%+18.6%+21.7%+15.1%−7.9%11.2%$4.2B1.3

iShares Global Infrastructure ETFThematic · Infrastructure0.37%2.95%+8.2%+10.7%+19.7%+9.6%−10.4%11.3%$10.8B1.8

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 · IGF 2007

Head to Head

Swap sides Versus in desk

Head to Head

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

EMLP

IGF

iShares Global Infrastructure ETF · $10.8B$15,807

$10,000 five years ago, dividends reinvested · they hold 23.5% in common

EMLPMeasureIGF

+16.1%Year to dateJan 1 → Nov 5+8.2%

+18.6%1 yearTotal return+10.7%

+21.7%3 years · per year$10,000 became $18,039 · $17,157+19.7%

+15.1%5 years · per year$10,000 became $20,216 · $15,807+9.6%

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

2.85%Trailing 12-mo yield$285 · $295 a year on $10k2.95%

−7.9%Worst dropSmaller is better−10.4%

11.2%VolatilityLower is calmer11.3%

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

6–2EMLP wins

End-of-day Nov 5, 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

27.4%in top 5

IGF

in top 523.6%

EMLPStockIGF

8.8%EPDnot top 5

7.1%ETnot top 5

not top 5AENA.MC5.1%

not top 5NEE5.0%

not top 5TCL.AX5.0%

not top 5PAC4.3%

not top 5IBE.MC4.2%

4.1%MPLXnot top 5

3.7%KMInot top 5

3.6%PAGPnot top 5

Held in common23.5%

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

EMLP vs IGF Returns, Every Period

First TrustEMLP

+15.1%

5 years, per year

IGFiShares

+9.6%

5 years, per year

EMLPIGFFaded: behind in that period

4–0EMLP wins

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

EMLP vs IGF

YTD

First TrustEMLP

+16.1%

IGFiShares

+8.2%

+16.1%Year to date+8.2%

−7.9%Worst drop · 1Y−10.4%

11.2%Volatility · 1Y11.3%

2.8%Yield2.9%

$4.2BAssets$10.8B

3–1EMLP wins

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

Yields: EMLP, IGF

2.95%highest, IGF

FundTrailing yieldYield$10k

IGF2.95%$295

EMLP2.85%$285

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

Income After Fees on $10,000

$258most kept, IGF

IGF$295 − $37 = $258

EMLP$285 − $95 = $190

KeptFee

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

Overlap: EMLP, IGF

Today

23.5%most shared, EMLP and IGF

EMLPIGF

EMLP—23.5%

IGF23.5%—

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

IGFWorst drop−10.4%11.3% vol

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

Paid More vs Made More

YTD

IGFEMLP

+8.2%Year to date+16.1%

2.9%Yield2.8%

+10.7%Past year+18.6%

0.37%Fee0.95%

2–2level

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%

$120BAssets$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%

$42.6BAssets$46.8B

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$819B

2–0SPYM wins

End-of-day Nov 5, 2026