Compare · 2 funds side by side · dividends reinvested

EMLP and PWRZ

EMLPFirst Trust×PWRZTrueShares×

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

02 / 03

EMLP and PWRZ, 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%$4.2B1.1

TrueShares Eagle Global Next Gen Power Infrastructure ETFThematic · Infrastructure0.75%1.64%[…][…][…][…][…][…]$12M1.5

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

End-of-day Nov 5, 2026 · returns include dividends · since: EMLP 2012 · PWRZ 2022

Head to Head

Swap sides Versus in desk

Head to Head

TrueShares Eagle Global Next Gen Power Infrastructure ETF · $12M[…]

PWRZ

EMLP

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

$10,000 five years ago, dividends reinvested · they hold 7.6% in common

PWRZMeasureEMLP

[…]Year to dateJan 1 → Nov 5+16.1%

[…]1 yearTotal return+18.6%

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

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

0.75%Expense ratio$75 · $95 a year on $10k · lower is better0.95%

1.64%Trailing 12-mo yield$164 · $285 a year on $10k2.85%

[…]Worst dropSmaller is better−7.9%

[…]VolatilityLower is calmer11.2%

PWRZEMLP 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

PWRZ vs EMLP: Top 5 Holdings

Today

PWRZ

35.5%in top 5

EMLP

in top 527.4%

PWRZStockEMLP

10.0%AEPnot top 5

not top 5EPD8.8%

not top 5ET7.1%

6.9%HASInot top 5

6.9%NEEnot top 5

6.1%CWENnot top 5

5.6%ELEnot top 5

not top 5MPLX4.1%

not top 5KMI3.7%

not top 5PAGP3.6%

Held in common7.6%

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

PWRZ vs EMLP Returns, Every Period

TrueSharesPWRZ

[…]

past year

EMLPFirst Trust

+18.6%

past year

Returns […]

PWRZEMLPFaded: behind in that period

0–0Level

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

PWRZ vs EMLP

YTD

TrueSharesPWRZ

[…]

EMLPFirst Trust

+16.1%

[…]Year to date+16.1%

[…]Worst drop · 1Y−7.9%

[…]Volatility · 1Y11.2%

1.6%Yield2.8%

$12.1MAssets$4.2B

1–0EMLP wins

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

Cost, Income and Risk

Fees: EMLP, PWRZ

Today

0.75%lowest, PWRZ

FundExpense ratioFee$10k

PWRZ0.75%$75

EMLP0.95%$95

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

Yields: EMLP, PWRZ

2.85%highest, EMLP

FundTrailing yieldYield$10k

EMLP2.85%$285

PWRZ1.64%$164

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

Income After Fees on $10,000

$190most kept, EMLP

EMLP$285 − $95 = $190

PWRZ$164 − $75 = $89

KeptFee

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

Overlap: EMLP, PWRZ

Today

7.6%most shared, EMLP and PWRZ

EMLPPWRZ

EMLP—7.6%

PWRZ7.6%—

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

Return vs Bumpiness: 2 ETFs

+18.6%EMLP, at 11.2% volatility

EMLPWorst drop−7.9%11.2% vol

PWRZWorst drop[…][…]

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

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$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%

$42.6BAssets$46.8B

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$819B

2–0SPYM wins

End-of-day Nov 5, 2026