Compare · 2 funds side by side · dividends reinvested

ENFR and EMLP

ENFRALPS×EMLPFirst Trust×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$24,183ENFR · best of the two

02 / 04

ENFR and EMLP, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Alerian Energy Infrastructure ETFThematic · Infrastructure0.35%3.95%+28.2%+35.1%+27.4%+19.3%−9.1%16.9%$542M1.3

First Trust North American Energy Infrastructure FundThematic · Infrastructure0.95%2.77%+19.2%+21.0%+23.2%+15.6%−7.9%11.1%$4.3B1.8

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

End-of-day Nov 3, 2026 · returns include dividends · since: ENFR 2013 · EMLP 2012

Head to Head

Swap sides Versus in desk

Head to Head

First Trust North American Energy Infrastructure Fund · $4.3B$20,650

EMLP

ENFR

Alerian Energy Infrastructure ETF · $542M$24,183

$10,000 five years ago, dividends reinvested · they hold 34.3% in common

EMLPMeasureENFR

+19.2%Year to dateJan 1 → Nov 3+28.2%

+21.0%1 yearTotal return+35.1%

+23.2%3 years · per year$10,000 became $18,685 · $20,688+27.4%

+15.6%5 years · per year$10,000 became $20,649 · $24,183+19.3%

0.95%Expense ratio$95 · $35 a year on $10k · lower is better0.35%

2.77%Trailing 12-mo yield$277 · $395 a year on $10k3.95%

−7.9%Worst dropSmaller is better−9.1%

11.1%VolatilityLower is calmer16.9%

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

2–6ENFR wins

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

More Ways to See the Pairs

EMLP vs ENFR: Top 5 Holdings

Today

EMLP

28.3%in top 5

ENFR

in top 534.5%

EMLPStockENFR

8.9%EPD7.1%

7.5%ET8.3%

not top 5ENB.TO7.4%

not top 5WMB6.0%

not top 5LNG5.7%

4.3%MPLXnot top 5

3.8%KMInot top 5

3.8%PAGPnot top 5

Held in common34.3%

End-of-day Nov 3, 2026 · share of each fund

EMLP vs ENFR Returns, Every Period

First TrustEMLP

+15.6%

5 years, per year

ENFRALPS

+19.3%

5 years, per year

EMLPENFRFaded: behind in that period

0–4ENFR wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

EMLP vs ENFR

YTD

First TrustEMLP

+19.2%

ENFRALPS

+28.2%

+19.2%Year to date+28.2%

−7.9%Worst drop · 1Y−9.1%

11.1%Volatility · 1Y16.9%

2.8%Yield4.0%

$4.3BAssets$542M

2–2level

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ENFR, EMLP

Today

0.35%lowest, ENFR

FundExpense ratioFee$10k

ENFR0.35%$35

EMLP0.95%$95

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: ENFR, EMLP

3.95%highest, ENFR

FundTrailing yieldYield$10k

ENFR3.95%$395

EMLP2.77%$277

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$360most kept, ENFR

ENFR$395 − $35 = $360

EMLP$277 − $95 = $182

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: ENFR, EMLP

Today

34.3%most shared, ENFR and EMLP

ENFREMLP

ENFR—34.3%

EMLP34.3%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+35.1%ENFR, at 16.9% volatility

EMLPWorst drop−7.9%11.1% vol

ENFRWorst drop−9.1%16.9% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

ENFREMLP

+28.2%Year to date+19.2%

4.0%Yield2.8%

+35.1%Past year+21.0%

0.35%Fee0.95%

4–0ENFR wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026