Compare · 2 funds side by side · dividends reinvested

EMLP and POWR

EMLPFirst Trust×POWRiShares×

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 POWR, 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%$4.3B1.3

iShares U.S. Power Infrastructure ETFThematic · Infrastructure0.39%6.40%+6.6%+3.4%+5.1%+10.6%−13.8%18.3%$454M1.8

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

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

Head to Head

Swap sides Versus in desk

Head to Head

First Trust North American Energy Infrastructure Fund · $4.3B$20,628

EMLP

POWR

iShares U.S. Power Infrastructure ETF · $454M$16,569

$10,000 five years ago, dividends reinvested · they hold 27.0% in common

EMLPMeasurePOWR

+17.9%Year to dateJan 1 → Nov 4+6.6%

+19.8%1 yearTotal return+3.4%

+22.6%3 years · per year$10,000 became $18,412 · $11,616+5.1%

+15.6%5 years · per year$10,000 became $20,628 · $16,569+10.6%

0.95%Expense ratio$95 · $39 a year on $10k · lower is better0.39%

2.80%Trailing 12-mo yield$280 · $640 a year on $10k6.40%

−7.9%Worst dropSmaller is better−13.8%

11.1%VolatilityLower is calmer18.3%

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

6–2EMLP 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 POWR: Top 5 Holdings

Today

EMLP

27.8%in top 5

POWR

in top 528.7%

EMLPStockPOWR

8.9%EPDnot top 5

7.3%ETnot top 5

not top 5PWR6.3%

not top 5NEE6.1%

not top 5GEV5.8%

not top 5ETN5.7%

not top 5EQT4.7%

4.2%MPLXnot top 5

3.8%KMInot top 5

3.7%PAGPnot top 5

Held in common27.0%

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

EMLP vs POWR Returns, Every Period

First TrustEMLP

+15.6%

5 years, per year

POWRiShares

+10.6%

5 years, per year

EMLPPOWRFaded: behind in that period

4–0EMLP wins

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

EMLP vs POWR

YTD

First TrustEMLP

+17.9%

POWRiShares

+6.6%

+17.9%Year to date+6.6%

−7.9%Worst drop · 1Y−13.8%

11.1%Volatility · 1Y18.3%

2.8%Yield6.4%

$4.3BAssets$454M

3–1EMLP wins

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

Cost, Income and Risk

Fees: EMLP, POWR

Today

0.39%lowest, POWR

FundExpense ratioFee$10k

POWR0.39%$39

EMLP0.95%$95

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

Yields: EMLP, POWR

6.40%highest, POWR

FundTrailing yieldYield$10k

POWR6.40%$640

EMLP2.80%$280

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

Income After Fees on $10,000

$601most kept, POWR

POWR$640 − $39 = $601

EMLP$280 − $95 = $185

KeptFee

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

Overlap: EMLP, POWR

Today

27.0%most shared, EMLP and POWR

EMLPPOWR

EMLP—27.0%

POWR27.0%—

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

POWRWorst drop−13.8%18.3% vol

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

Paid More vs Made More

YTD

POWREMLP

+6.6%Year to date+17.9%

6.4%Yield2.8%

+3.4%Past year+19.8%

0.39%Fee0.95%

2–2level

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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026