Compare · 3 funds side by side · dividends reinvested

EMLP, SRVR and IGV

02 / 04

Search ETFs and stocks

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 incomeSRVR · 4.83% · $483 a year on $10k

Story of the three · RiskSmallest drop

EMLP, SRVR and IGV, 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%$4.1B1.4

Pacer Data & Infrastructure Real Estate ETFThematic · Infrastructure0.49%4.83%+2.9%−1.8%+4.5%−4.4%−22.1%19.6%$286M2.1

iShares Expanded Tech-Software Sector ETFThematic · Disruptive tech0.38%0.02%−5.1%−8.3%+12.8%+2.7%−33.2%32.9%$12.8B2.5

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 · SRVR 2018 · IGV 2001

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Pacer Data & Infrastructure Real Estate ETF · $286M$7,970

SRVR

EMLP

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

$10,000 five years ago, dividends reinvested · they hold 0.3% in common

SRVR

More Ways to See the Pairs

SRVR vs EMLP: Top 5 Holdings

Today

SRVR

59.6%in top 5

EMLP

in top 527.8%

SRVRStockEMLP

17.2%AMTnot top 5

16.4%EQIXnot top 5

15.4%DLRnot top 5

not top 5EPD8.9%

not top 5ET7.3%

Cost, Income and Risk

Fees: EMLP, SRVR, IGV

Today

0.38%lowest, IGV

FundExpense ratioFee$10k

IGV0.38%$38

SRVR0.49%$49

EMLP0.95%$95

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

Yields: EMLP, SRVR, IGV

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%

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

Measure

EMLP

+2.9%Year to dateJan 1 → Nov 10+17.6%

−1.8%1 yearTotal return+17.7%

+4.5%3 years · per year$10,000 became $11,405 · $17,619+20.8%

−4.4%5 years · per year$10,000 became $7,970 · $20,465+15.4%

0.49%Expense ratio$49 · $95 a year on $10k · lower is better0.95%

4.83%Trailing 12-mo yield$483 · $281 a year on $10k2.81%

−22.1%Worst dropSmaller is better−7.9%

19.6%VolatilityLower is calmer11.2%

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

2–6EMLP wins

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

5.6%CCInot top 5

5.0%SBACnot top 5

not top 5MPLX4.5%

not top 5KMI3.6%

not top 5PAGP3.5%

Held in common0.3%

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

SRVR vs EMLP Returns, Every Period

5Y

PacerSRVR

−4.4%

5 years, per year

EMLPFirst Trust

+15.4%

5 years, per year

SRVREMLPFaded: behind in that period

0–4EMLP wins

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

SRVR vs EMLP

YTD

PacerSRVR

+2.9%

EMLPFirst Trust

+17.6%

+2.9%Year to date+17.6%

−22.1%Worst drop · 1Y−7.9%

19.6%Volatility · 1Y11.2%

4.8%Yield2.8%

$286MAssets$4.1B

3–1EMLP wins

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

1Y

4.83%highest, SRVR

FundTrailing yieldYield$10k

SRVR4.83%$483

EMLP2.81%$281

IGV0.02%$2

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

Income After Fees on $10,000

1Y

$434most kept, SRVR

SRVR$483 − $49 = $434

EMLP$281 − $95 = $186

IGV$2 − $38 = −$36

KeptFee

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

Overlap: EMLP, SRVR, IGV

Today

0.3%most shared, EMLP and SRVR

EMLPSRVRIGV

EMLP—0.3%0.0%

SRVR0.3%—0.0%

IGV0.0%0.0%—

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

SRVRWorst drop−22.1%19.6% vol

IGVWorst drop−33.2%32.9% vol

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

Paid More vs Made More

YTD

SRVREMLP

+2.9%Year to date+17.6%

4.8%Yield2.8%

−1.8%Past year+17.7%

0.49%Fee0.95%

2–2level

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

+10.9%Year to date+10.8%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 10, 2026

Loading…

EMLP, SRVR and IGV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three