Compare · 2 funds side by side · dividends reinvested

IGF and EMLP

IGFiShares×EMLPFirst Trust×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$20,336EMLP · best of the two

02 / 04

IGF and EMLP, 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

iShares Global Infrastructure ETFThematic · Infrastructure0.37%2.96%+7.6%+9.4%+19.0%+9.6%−10.4%11.3%$10.8B1.8

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: IGF 2007 · EMLP 2012

Head to Head

Swap sides Versus in desk

Head to Head

iShares Global Infrastructure ETF · $10.8B$15,810

IGF

EMLP

First Trust North American Energy Infrastructure Fund · $4.2B$20,336

$10,000 five years ago, dividends reinvested · they hold 22.5% in common

IGFMeasureEMLP

+7.6%Year to dateJan 1 → Nov 6+16.1%

+9.4%1 yearTotal return+17.7%

+19.0%3 years · per year$10,000 became $16,866 · $17,913+21.4%

+9.6%5 years · per year$10,000 became $15,810 · $20,336+15.3%

0.37%Expense ratio$37 · $95 a year on $10k · lower is better0.95%

2.96%Trailing 12-mo yield$296 · $285 a year on $10k2.85%

−10.4%Worst dropSmaller is better−7.9%

11.3%VolatilityLower is calmer11.2%

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

2–6EMLP wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IGF vs EMLP: Top 5 Holdings

Today

IGF

23.8%in top 5

EMLP

in top 527.6%

IGFStockEMLP

not top 5EPD8.9%

not top 5ET7.1%

5.1%AENA.MCnot top 5

5.1%TCL.AXnot top 5

5.1%NEEnot top 5

not top 5MPLX4.4%

4.3%PACnot top 5

4.2%IBE.MCnot top 5

not top 5PAGP3.6%

not top 5KMI3.5%

Held in common22.5%

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

IGF vs EMLP Returns, Every Period

iSharesIGF

+9.6%

5 years, per year

EMLPFirst Trust

+15.3%

5 years, per year

IGFEMLPFaded: behind in that period

0–4EMLP wins

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

IGF vs EMLP

YTD

iSharesIGF

+7.6%

EMLPFirst Trust

+16.1%

+7.6%Year to date+16.1%

−10.4%Worst drop · 1Y−7.9%

11.3%Volatility · 1Y11.2%

3.0%Yield2.8%

$10.8BAssets$4.2B

3–1EMLP wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IGF, EMLP

Today

0.37%lowest, IGF

FundExpense ratioFee$10k

IGF0.37%$37

EMLP0.95%$95

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

Yields: IGF, EMLP

2.96%highest, IGF

FundTrailing yieldYield$10k

IGF2.96%$296

EMLP2.85%$285

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

Income After Fees on $10,000

$259most kept, IGF

IGF$296 − $37 = $259

EMLP$285 − $95 = $190

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: IGF, EMLP

Today

22.5%most shared, IGF and EMLP

IGFEMLP

IGF—22.5%

EMLP22.5%—

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

EMLPWorst drop−7.9%11.2% vol

IGFWorst drop−10.4%11.3% vol

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

Paid More vs Made More

YTD

IGFEMLP

+7.6%Year to date+16.1%

3.0%Yield2.8%

+9.4%Past year+17.7%

0.37%Fee0.95%

2–2level

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026