Compare · 3 funds side by side · dividends reinvested

EMLP, SPY and SPYM

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$20,465EMLP · best of the three

Story of the three · IncomeMost incomeEMLP · 2.81% · $281 a year on $10k

Story of the three · RiskSmallest drop

EMLP, SPY and SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust North American Energy Infrastructure FundThematic · Infrastructure0.95%2.81%+17.6%+17.7%+20.8%+15.4%−7.9%11.2%$4.1B1.5

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.03%+10.9%+13.1%+21.5%+11.8%−8.9%13.7%$179B1.9

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+10.8%+13.0%+21.4%+11.7%−8.9%13.8%$778B2.6

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

End-of-day Nov 10, 2026 · returns include dividends · since: EMLP 2012 · SPY 1993 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

5Y

First Trust North American Energy Infrastructure Fund · $4.1B$20,465

EMLP

SPY

State Street SPDR S&P 500 ETF · $778B$17,358

$10,000 five years ago, dividends reinvested · they hold 2.5% in common

EMLP

More Ways to See the Pairs

EMLP vs SPY: Top 5 Holdings

Today

EMLP

27.8%in top 5

SPY

in top 527.3%

EMLPStockSPY

8.9%EPDnot top 5

not top 5AAPL7.9%

7.3%ETnot top 5

not top 5NVDA6.6%

not top 5MSFT6.2%

Cost, Income and Risk

Fees: EMLP, SPY, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPY0.09%$9

EMLP0.95%$95

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

Yields: EMLP, SPY, SPYM

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

Measure

SPY

+17.6%Year to dateJan 1 → Nov 10+10.8%

+17.7%1 yearTotal return+13.0%

+20.8%3 years · per year$10,000 became $17,619 · $17,888+21.4%

+15.4%5 years · per year$10,000 became $20,465 · $17,358+11.7%

0.95%Expense ratio$95 · $9 a year on $10k · lower is better0.09%

2.81%Trailing 12-mo yield$281 · $101 a year on $10k1.01%

−7.9%Worst dropSmaller is better−8.9%

11.2%VolatilityLower is calmer13.8%

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

6–2EMLP wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.5%MPLXnot top 5

not top 5AMZN4.0%

3.6%KMInot top 5

3.5%PAGPnot top 5

not top 5GOOGL2.6%

Held in common2.5%

End-of-day Nov 10, 2026 · share of each fund

EMLP vs SPY Returns, Every Period

5Y

First TrustEMLP

+15.4%

5 years, per year

SPYSPDR

+11.7%

5 years, per year

EMLPSPYFaded: behind in that period

3–1EMLP wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Thematic vs Core: EMLP vs SPYM

YTD

First TrustEMLP

+17.6%

SPYMSPDR

+10.9%

+17.6%Year to date+10.9%

−7.9%Worst drop · 1Y−8.9%

11.2%Volatility · 1Y13.7%

2.8%Yield1.0%

$4.1BAssets$179B

4–0EMLP wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

2.81%highest, EMLP

FundTrailing yieldYield$10k

EMLP2.81%$281

SPYM1.03%$103

SPY1.01%$101

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$186most kept, EMLP

EMLP$281 − $95 = $186

SPYM$103 − $2 = $101

SPY$101 − $9 = $92

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: EMLP, SPY, SPYM

Today

99.9%most shared, SPY and SPYM

EMLPSPYSPYM

EMLP—2.5%2.5%

SPY2.5%—99.9%

SPYM2.5%99.9%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+17.7%EMLP, at 11.2% volatility

EMLPWorst drop−7.9%11.2% vol

SPYMWorst drop−8.9%13.7% vol

SPYWorst drop−8.9%13.8% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

EMLPSPYM

+17.6%Year to date+10.9%

2.8%Yield1.0%

+17.7%Past year+13.1%

0.95%Fee0.02%

3–1EMLP wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

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EMLP, SPY and SPYM

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three