Compare · 2 funds side by side · dividends reinvested

EMLP and IGV

EMLPFirst Trust×IGViShares×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$20,628EMLP · best of the two

02 / 04

EMLP and IGV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust North American Energy Infrastructure FundThematic · Infrastructure0.95%2.80%+17.9%+19.8%+22.6%+15.6%−7.9%11.1%$4.2B1.1

iShares Expanded Tech-Software Sector ETFThematic · Disruptive tech0.38%0.02%−2.0%−10.5%+15.8%+3.8%−35.5%32.7%$13.0B1.9

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

End-of-day Nov 4, 2026 · returns include dividends · since: EMLP 2012 · IGV 2001

Head to Head

Swap sides Versus in desk

Head to Head

First Trust North American Energy Infrastructure Fund · $4.2B$20,628

EMLP

IGV

iShares Expanded Tech-Software Sector ETF · $13.0B$12,032

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

EMLPMeasureIGV

+17.9%Year to dateJan 1 → Nov 4−2.0%

+19.8%1 yearTotal return−10.5%

+22.6%3 years · per year$10,000 became $18,412 · $15,526+15.8%

+15.6%5 years · per year$10,000 became $20,628 · $12,032+3.8%

0.95%Expense ratio$95 · $38 a year on $10k · lower is better0.38%

2.80%Trailing 12-mo yield$280 · $2 a year on $10k0.02%

−7.9%Worst dropSmaller is better−35.5%

11.1%VolatilityLower is calmer32.7%

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

7–1EMLP wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

EMLP vs IGV: Top 5 Holdings

Today

EMLP

27.8%in top 5

IGV

in top 541.6%

EMLPStockIGV

not top 5MSFT8.9%

8.9%EPDnot top 5

not top 5PANW8.8%

not top 5PLTR8.7%

not top 5CRWD8.5%

7.3%ETnot top 5

not top 5ORCL6.6%

4.2%MPLXnot top 5

3.8%KMInot top 5

3.7%PAGPnot top 5

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

EMLP vs IGV Returns, Every Period

First TrustEMLP

+15.6%

5 years, per year

IGViShares

+3.8%

5 years, per year

EMLPIGVFaded: behind in that period

4–0EMLP wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

EMLP vs IGV

YTD

First TrustEMLP

+17.9%

IGViShares

−2.0%

+17.9%Year to date−2.0%

−7.9%Worst drop · 1Y−35.5%

11.1%Volatility · 1Y32.7%

2.8%Yield0.0%

$4.2BAssets$13.0B

4–0EMLP wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: EMLP, IGV

Today

0.38%lowest, IGV

FundExpense ratioFee$10k

IGV0.38%$38

EMLP0.95%$95

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: EMLP, IGV

2.80%highest, EMLP

FundTrailing yieldYield$10k

EMLP2.80%$280

IGV0.02%$2

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$185most kept, EMLP

EMLP$280 − $95 = $185

IGV$2 − $38 = −$36

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: EMLP, IGV

Today

0.0%most shared, EMLP and IGV

EMLPIGV

EMLP—0.0%

IGV0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+19.8%EMLP, at 11.1% volatility

EMLPWorst drop−7.9%11.1% vol

IGVWorst drop−35.5%32.7% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

EMLPIGV

+17.9%Year to date−2.0%

2.8%Yield0.0%

+19.8%Past year−10.5%

0.95%Fee0.38%

3–1EMLP wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026