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$20,336EMLP · 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%2.85%+16.1%+17.7%+21.4%+15.3%−7.9%11.2%$4.2B1.3

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$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 6, 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 · $4.2B$20,336

EMLP

VIG

Vanguard Dividend Appreciation ETF · $109B$16,243

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

EMLPMeasureVIG

+16.1%Year to dateJan 1 → Nov 6+12.1%

+17.7%1 yearTotal return+14.3%

+21.4%3 years · per year$10,000 became $17,913 · $16,669+18.6%

+15.3%5 years · per year$10,000 became $20,336 · $16,243+10.2%

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

2.85%Trailing 12-mo yield$285 · $150 a year on $10k1.50%

−7.9%Worst dropSmaller is better−7.9%

11.2%VolatilityLower is calmer10.8%

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

5–2EMLP wins

End-of-day Nov 6, 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

27.6%in top 5

VIG

in top 522.1%

EMLPStockVIG

8.9%EPDnot top 5

7.1%ETnot top 5

not top 5MSFT4.9%

not top 5AAPL4.9%

4.4%MPLXnot top 5

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

3.6%PAGPnot top 5

3.5%KMInot top 5

Held in common2.8%

End-of-day Nov 6, 2026 · share of each fund

EMLP vs VIG Returns, Every Period

First TrustEMLP

+15.3%

5 years, per year

VIGVanguard

+10.2%

5 years, per year

EMLPVIGFaded: behind in that period

4–0EMLP wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Thematic vs Income: EMLP vs VIG

YTD

First TrustEMLP

+16.1%

VIGVanguard

+12.1%

+16.1%Year to date+12.1%

−7.9%Worst drop · 1Y−7.9%

11.2%Volatility · 1Y10.8%

2.8%Yield1.5%

$4.2BAssets$109B

2–1EMLP wins

End-of-day Nov 6, 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 6, 2026 · fee on $10,000 a year

Yields: EMLP, VIG

2.85%highest, EMLP

FundTrailing yieldYield$10k

EMLP2.85%$285

VIG1.50%$150

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$190most kept, EMLP

EMLP$285 − $95 = $190

VIG$150 − $4 = $146

KeptFee

End-of-day Nov 6, 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 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+17.7%EMLP, at 11.2% volatility

VIGWorst drop−7.9%10.8% vol

EMLPWorst drop−7.9%11.2% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

EMLPVIG

+16.1%Year to date+12.1%

2.8%Yield1.5%

+17.7%Past year+14.3%

0.95%Fee0.04%

3–1EMLP wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026