Compare · 2 funds side by side · dividends reinvested

EMLP and KWH

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$20,336EMLP · best of the two

02 / 03

EMLP and KWH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust North American Energy Infrastructure FundThematic · Infrastructure0.95%2.85%+16.1%+17.7%+21.4%+15.3%−7.9%11.2%$4.1B1.1

GMO Power Infrastructure ETFThematic · Infrastructure0.60%0.00%[…][…][…][…][…][…]$53M1.5

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

End-of-day Nov 6, 2026 · returns include dividends · since: EMLP 2012 · KWH 2026

Head to Head

Swap sides Versus in desk

Head to Head

GMO Power Infrastructure ETF · $53M[…]

KWH

EMLP

First Trust North American Energy Infrastructure Fund · $4.1B$20,336

$10,000 five years ago, dividends reinvested · they hold 19.5% in common

KWHMeasureEMLP

[…]Year to dateJan 1 → Nov 6+16.1%

[…]1 yearTotal return+17.7%

[…]3 years · per year$10,000 became […] · $17,913+21.4%

[…]5 years · per year$10,000 became […] · $20,336+15.3%

0.60%Expense ratio$60 · $95 a year on $10k · lower is better0.95%

0.00%Trailing 12-mo yield$0 · $285 a year on $10k2.85%

[…]Worst dropSmaller is better−7.9%

[…]VolatilityLower is calmer11.2%

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

1–1Level

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

KWH vs EMLP: Top 5 Holdings

Today

KWH

15.1%in top 5

EMLP

in top 527.6%

KWHStockEMLP

not top 5EPD8.9%

not top 5ET7.1%

not top 5MPLX4.4%

4.0%SUnot top 5

not top 5PAGP3.6%

not top 5KMI3.5%

2.9%NEEnot top 5

2.9%NGGnot top 5

2.9%ETNnot top 5

2.5%TTnot top 5

Held in common19.5%

End-of-day Nov 6, 2026 · share of each fund

KWH vs EMLP Returns, Every Period

GMOKWH

[…]

past year

EMLPFirst Trust

+17.7%

past year

Returns […]

KWHEMLPFaded: behind in that period

0–0Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

KWH vs EMLP

YTD

GMOKWH

[…]

EMLPFirst Trust

+16.1%

[…]Year to date+16.1%

[…]Worst drop · 1Y−7.9%

[…]Volatility · 1Y11.2%

0.0%Yield2.8%

$53.0MAssets$4.1B

1–0EMLP wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: EMLP, KWH

Today

0.60%lowest, KWH

FundExpense ratioFee$10k

KWH0.60%$60

EMLP0.95%$95

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: EMLP, KWH

2.85%highest, EMLP

FundTrailing yieldYield$10k

EMLP2.85%$285

KWH0.00%$0

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$190most kept, EMLP

EMLP$285 − $95 = $190

KWH$0 − $60 = −$60

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: EMLP, KWH

Today

19.5%most shared, EMLP and KWH

EMLPKWH

EMLP—19.5%

KWH19.5%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+17.7%EMLP, at 11.2% volatility

EMLPWorst drop−7.9%11.2% vol

KWHWorst drop[…][…]

End-of-day Nov 6, 2026 · up and left is better

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026