Compare · 3 funds side by side · dividends reinvested

EMLP, MLPA and XLF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$20,285EMLP · best of the three

02 / 04

EMLP, MLPA and XLF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust North American Energy Infrastructure FundThematic · Infrastructure0.95%2.82%+17.2%+18.4%+20.7%+15.2%−7.9%11.3%$4.1B1.5

Global X - MLP ETFSectors · Energy0.77%5.92%+12.2%+14.2%+12.2%+14.7%−11.1%13.3%$2.3B2.0

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.42%+7.2%+12.4%+22.2%+9.4%−14.8%15.3%$53.4B2.5

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: EMLP 2012 · MLPA 2012 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

First Trust North American Energy Infrastructure Fund · $4.1B$20,285

EMLP

MLPA

Global X - MLP ETF · $2.3B$19,826

$10,000 five years ago, dividends reinvested · they hold 23.0% in common

EMLPMeasureMLPA

+17.2%Year to dateJan 1 → Nov 9+12.2%

+18.4%1 yearTotal return+14.2%

+20.7%3 years · per year$10,000 became $17,569 · $14,143+12.2%

+15.2%5 years · per year$10,000 became $20,285 · $19,826+14.7%

0.95%Expense ratio$95 · $77 a year on $10k · lower is better0.77%

2.82%Trailing 12-mo yield$282 · $592 a year on $10k5.92%

−7.9%Worst dropSmaller is better−11.1%

11.3%VolatilityLower is calmer13.3%

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

6–2EMLP wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

EMLP vs MLPA: Top 5 Holdings

Today

EMLP

27.8%in top 5

MLPA

in top 564.3%

EMLPStockMLPA

7.2%ET15.2%

9.0%EPD14.3%

4.4%MPLX13.0%

not top 5PAA12.2%

not top 5WES9.6%

3.5%PAGPnot top 5

3.5%KMInot top 5

Held in common23.0%

End-of-day Nov 9, 2026 · share of each fund

EMLP vs MLPA Returns, Every Period

First TrustEMLP

+15.2%

5 years, per year

MLPAGlobal X

+14.7%

5 years, per year

EMLPMLPAFaded: behind in that period

4–0EMLP wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Thematic vs Sector: EMLP vs MLPA

YTD

First TrustEMLP

+17.2%

MLPAGlobal X

+12.2%

+17.2%Year to date+12.2%

−7.9%Worst drop · 1Y−11.1%

11.3%Volatility · 1Y13.3%

2.8%Yield5.9%

$4.1BAssets$2.3B

3–1EMLP wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: EMLP, MLPA, XLF

Today

0.08%lowest, XLF

FundExpense ratioFee$10k

XLF0.08%$8

MLPA0.77%$77

EMLP0.95%$95

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: EMLP, MLPA, XLF

5.92%highest, MLPA

FundTrailing yieldYield$10k

MLPA5.92%$592

EMLP2.82%$282

XLF1.42%$142

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$515most kept, MLPA

MLPA$592 − $77 = $515

EMLP$282 − $95 = $187

XLF$142 − $8 = $134

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: EMLP, MLPA, XLF

Today

23.0%most shared, EMLP and MLPA

EMLPMLPAXLF

EMLP—23.0%0.0%

MLPA23.0%—0.0%

XLF0.0%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+18.4%EMLP, at 11.3% volatility

EMLPWorst drop−7.9%11.3% vol

MLPAWorst drop−11.1%13.3% vol

XLFWorst drop−14.8%15.3% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

MLPAEMLP

+12.2%Year to date+17.2%

5.9%Yield2.8%

+14.2%Past year+18.4%

0.77%Fee0.95%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026