Compare · 2 funds side by side · dividends reinvested

EMLP and VIG

EMLPFirst Trust×VIGVanguard×

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 VIG, 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

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B1.8

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 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

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

EMLP

VIG

Vanguard Dividend Appreciation ETF · $109B$17,005

$10,000 five years ago, dividends reinvested · they hold 2.8% in common

EMLPMeasureVIG

+17.9%Year to dateJan 1 → Nov 4+16.4%

+19.8%1 yearTotal return+18.9%

+22.6%3 years · per year$10,000 became $18,412 · $17,533+20.6%

+15.6%5 years · per year$10,000 became $20,628 · $17,005+11.2%

0.95%Expense ratio$95 · $4 a year on $10k · lower is better0.04%

2.80%Trailing 12-mo yield$280 · $144 a year on $10k1.44%

−7.9%Worst dropSmaller is better−7.9%

11.1%VolatilityLower is calmer10.2%

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

5–2EMLP 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 VIG: Top 5 Holdings

Today

EMLP

27.8%in top 5

VIG

in top 522.1%

EMLPStockVIG

8.9%EPDnot top 5

7.3%ETnot top 5

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

4.2%MPLXnot top 5

not top 5LLY4.1%

not top 5JPM3.9%

3.8%KMInot top 5

3.7%PAGPnot top 5

Held in common2.8%

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

EMLP vs VIG Returns, Every Period

First TrustEMLP

+15.6%

5 years, per year

VIGVanguard

+11.2%

5 years, per year

EMLPVIGFaded: behind in that period

4–0EMLP wins

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

Thematic vs Income: EMLP vs VIG

YTD

First TrustEMLP

+17.9%

VIGVanguard

+16.4%

+17.9%Year to date+16.4%

−7.9%Worst drop · 1Y−7.9%

11.1%Volatility · 1Y10.2%

2.8%Yield1.4%

$4.3BAssets$109B

2–1EMLP wins

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

Cost, Income and Risk

Fees: EMLP, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

EMLP0.95%$95

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

Yields: EMLP, VIG

2.80%highest, EMLP

FundTrailing yieldYield$10k

EMLP2.80%$280

VIG1.44%$144

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

Income After Fees on $10,000

$185most kept, EMLP

EMLP$280 − $95 = $185

VIG$144 − $4 = $140

KeptFee

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

Overlap: EMLP, VIG

Today

2.8%most shared, EMLP and VIG

EMLPVIG

EMLP—2.8%

VIG2.8%—

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

VIGWorst drop−7.9%10.2% vol

EMLPWorst drop−7.9%11.1% vol

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

Paid More vs Made More

YTD

EMLPVIG

+17.9%Year to date+16.4%

2.8%Yield1.4%

+19.8%Past year+18.9%

0.95%Fee0.04%

3–1EMLP wins

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

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$45.1BAssets$109B

2–0DGRO 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