Compare · 3 funds side by side · dividends reinvested

EMLP, PWRZ and IGV

EMLPFirst Trust×PWRZTrueShares×IGViShares×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$20,810EMLP · best of the three

Story of the three · IncomeMost incomeEMLP · 2.79% · $279 a year on $10k

Story of the three · RiskSmallest drop

EMLP, PWRZ and IGV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust North American Energy Infrastructure FundThematic · Infrastructure0.95%2.79%+18.4%+17.6%+21.7%+15.7%−7.9%11.2%$4.2B1.3

TrueShares Eagle Global Next Gen Power Infrastructure ETFThematic · Infrastructure0.75%1.67%[…][…][…][…][…][…]$12M2.0

iShares Expanded Tech-Software Sector ETFThematic · Disruptive tech0.38%0.02%−4.0%−8.6%+12.5%+2.8%−32.8%32.9%$12.9B2.0

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

End-of-day Nov 13, 2026 · returns include dividends · since: EMLP 2012 · PWRZ 2022 · IGV 2001

Head to Head

Swap sides Versus in desk

Head to Head

5Y

First Trust North American Energy Infrastructure Fund · $4.2B$20,810

EMLP

IGV

iShares Expanded Tech-Software Sector ETF · $12.9B$11,529

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

EMLP

More Ways to See the Pairs

EMLP vs IGV: Top 5 Holdings

Today

EMLP

28.1%in top 5

IGV

in top 541.4%

EMLPStockIGV

8.9%EPDnot top 5

not top 5MSFT8.9%

not top 5PLTR8.6%

not top 5PANW8.4%

not top 5CRWD7.9%

Cost, Income and Risk

Fees: EMLP, PWRZ, IGV

Today

0.38%lowest, IGV

FundExpense ratioFee$10k

IGV0.38%$38

PWRZ0.75%$75

EMLP0.95%$95

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: EMLP, PWRZ, IGV

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

Measure

IGV

+18.4%Year to dateJan 1 → Nov 13−4.0%

+17.6%1 yearTotal return−8.6%

+21.7%3 years · per year$10,000 became $18,047 · $14,251+12.5%

+15.7%5 years · per year$10,000 became $20,762 · $11,470+2.8%

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

2.79%Trailing 12-mo yield$279 · $2 a year on $10k0.02%

−7.9%Worst dropSmaller is better−32.8%

11.2%VolatilityLower is calmer32.9%

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

7–1EMLP wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5ORCL7.6%

7.5%ETnot top 5

4.5%MPLXnot top 5

3.7%KMInot top 5

3.5%PAGPnot top 5

Held in common0.0%

End-of-day Nov 13, 2026 · share of each fund

EMLP vs IGV Returns, Every Period

5Y

First TrustEMLP

+15.7%

5 years, per year

IGViShares

+2.8%

5 years, per year

EMLPIGVFaded: behind in that period

4–0EMLP wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

EMLP vs PWRZ

YTD

First TrustEMLP

+18.4%

PWRZTrueShares

[…]

+18.4%Year to date[…]

−7.9%Worst drop · 1Y[…]

11.2%Volatility · 1Y[…]

2.8%Yield1.7%

$4.2BAssets$12.0M

1–0EMLP wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

1Y

2.79%highest, EMLP

FundTrailing yieldYield$10k

EMLP2.79%$279

PWRZ1.67%$167

IGV0.02%$2

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$184most kept, EMLP

EMLP$279 − $95 = $184

PWRZ$167 − $75 = $92

IGV$2 − $38 = −$36

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: EMLP, PWRZ, IGV

Today

6.9%most shared, EMLP and PWRZ

EMLPPWRZIGV

EMLP—6.9%0.0%

PWRZ6.9%—0.0%

IGV0.0%0.0%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+17.6%EMLP, at 11.2% volatility

EMLPWorst drop−7.9%11.2% vol

IGVWorst drop−32.8%32.9% vol

PWRZWorst drop[…][…]

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

EMLPIGV

+18.4%Year to date−4.0%

2.8%Yield0.0%

+17.6%Past year−8.6%

0.95%Fee0.38%

3–1EMLP wins

End-of-day Nov 13, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 13, 2026

+12.0%Year to date+11.9%

1.0%Yield1.0%

$186BAssets$806B

1–0SPYM wins

End-of-day Nov 13, 2026

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EMLP, PWRZ and IGV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three