Compare · 4 funds side by side · dividends reinvested

EMLP, NGIF, UTES and CIBR

EMLPFirst Trust×NGIFNuveen×UTESVirtus×CIBRFirst Trust×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$20,216EMLP · best of the four

02 / 04

EMLP, NGIF, UTES and CIBR, 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%$4.2B1.9

Virtus Reaves Utilities ETFSectors · Utilities0.49%1.67%−5.9%−10.1%+22.4%+12.7%−17.6%22.5%$1.2B2.1

First Trust Nasdaq Cybersecurity ETFThematic · Cyber & cloud0.58%0.43%+27.7%+21.3%+27.4%+11.8%−20.6%31.1%$16.9B2.1

Nuveen Global Infrastructure Fund: ETF Class SharesThematic · Infrastructure0.88%0.00%[…][…][…][…][…][…]$530M3.5

Rank among the four1st → 4thFee, 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 · NGIF 2026 · UTES 2015 · CIBR 2015

Head to Head

Swap sides Versus in desk

Head to Head

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

EMLP

NGIF

Nuveen Global Infrastructure Fund: ETF Class Shares · $530M[…]

$10,000 five years ago, dividends reinvested · they hold 25.5% in common

EMLPMeasureNGIF

+16.1%Year to dateJan 1 → Nov 5[…]

+18.6%1 yearTotal return[…]

+21.7%3 years · per year$10,000 became $18,039 · […][…]

+15.1%5 years · per year$10,000 became $20,216 · […][…]

0.95%Expense ratio$95 · $88 a year on $10k · lower is better0.88%

2.85%Trailing 12-mo yield$285 · $0 a year on $10k0.00%

−7.9%Worst dropSmaller is better[…]

11.2%VolatilityLower is calmer[…]

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

1–1Level

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 NGIF: Top 5 Holdings

Today

EMLP

27.4%in top 5

NGIF

in top 520.9%

EMLPStockNGIF

8.8%EPDnot top 5

7.1%ETnot top 5

not top 5AEP5.7%

not top 5ETR4.8%

4.1%MPLXnot top 5

3.7%KMInot top 5

3.6%PAGPnot top 5

not top 5XEL3.6%

not top 5IBE1.DE3.5%

not top 5LNG3.2%

Held in common25.5%

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

EMLP vs NGIF Returns, Every Period

First TrustEMLP

+18.6%

past year

NGIFNuveen

[…]

past year

Returns […]

EMLPNGIFFaded: behind in that period

0–0Level

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

Thematic vs Sector: EMLP vs UTES

YTD

First TrustEMLP

+16.1%

UTESVirtus

−5.9%

+16.1%Year to date−5.9%

−7.9%Worst drop · 1Y−17.6%

11.2%Volatility · 1Y22.5%

2.8%Yield1.7%

$4.2BAssets$1.2B

4–0EMLP wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: EMLP, NGIF, UTES, CIBR

Today

0.49%lowest, UTES

FundExpense ratioFee$10k

UTES0.49%$49

CIBR0.58%$58

NGIF0.88%$88

EMLP0.95%$95

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

Yields: EMLP, NGIF, UTES, CIBR

2.85%highest, EMLP

FundTrailing yieldYield$10k

EMLP2.85%$285

UTES1.67%$167

CIBR0.43%$43

NGIF0.00%$0

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

Income After Fees on $10,000

$190most kept, EMLP

EMLP$285 − $95 = $190

UTES$167 − $49 = $118

CIBR$43 − $58 = −$15

NGIF$0 − $88 = −$88

KeptFee

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

Overlap: EMLP, NGIF, UTES, CIBR

Today

28.6%most shared, NGIF and UTES

EMLPNGIFUTESCIBR

EMLP—25.5%21.0%0.0%

NGIF25.5%—28.6%0.0%

UTES21.0%28.6%—0.0%

CIBR0.0%0.0%0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+21.3%CIBR, at 31.1% volatility

EMLPWorst drop−7.9%11.2% vol

UTESWorst drop−17.6%22.5% vol

CIBRWorst drop−20.6%31.1% vol

NGIFWorst drop[…][…]

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

Paid More vs Made More

YTD

EMLPCIBR

+16.1%Year to date+27.7%

2.8%Yield0.4%

+18.6%Past year+21.3%

0.95%Fee0.58%

3–1CIBR wins

End-of-day Nov 5, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$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%

$42.1BAssets$46.1B

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$805B

2–0SPYM wins

End-of-day Nov 5, 2026