Compare · 3 funds side by side · dividends reinvested

MLPA, EMLP and XLF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$20,285EMLP · best of the three

02 / 04

MLPA, EMLP and XLF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust North American Energy Infrastructure FundThematic · Infrastructure0.95%2.82%+17.2%+18.4%+20.7%+15.2%−7.9%11.3%$4.1B1.5

Global X - MLP ETFSectors · Energy0.77%5.92%+12.2%+14.2%+12.2%+14.7%−11.1%13.3%$2.3B2.0

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.42%+7.2%+12.4%+22.2%+9.4%−14.8%15.3%$53.4B2.5

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: MLPA 2012 · EMLP 2012 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

Global X - MLP ETF · $2.3B$19,826

MLPA

EMLP

First Trust North American Energy Infrastructure Fund · $4.1B$20,285

$10,000 five years ago, dividends reinvested · they hold 23.0% in common

MLPAMeasureEMLP

+12.2%Year to dateJan 1 → Nov 9+17.2%

+14.2%1 yearTotal return+18.4%

+12.2%3 years · per year$10,000 became $14,143 · $17,569+20.7%

+14.7%5 years · per year$10,000 became $19,826 · $20,285+15.2%

0.77%Expense ratio$77 · $95 a year on $10k · lower is better0.95%

5.92%Trailing 12-mo yield$592 · $282 a year on $10k2.82%

−11.1%Worst dropSmaller is better−7.9%

13.3%VolatilityLower is calmer11.3%

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

2–6EMLP wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

MLPA vs EMLP: Top 5 Holdings

Today

MLPA

64.3%in top 5

EMLP

in top 527.8%

MLPAStockEMLP

15.2%ET7.2%

14.3%EPD9.0%

13.0%MPLX4.4%

12.2%PAAnot top 5

9.6%WESnot top 5

not top 5PAGP3.5%

not top 5KMI3.5%

Held in common23.0%

End-of-day Nov 9, 2026 · share of each fund

MLPA vs EMLP Returns, Every Period

Global XMLPA

+14.7%

5 years, per year

EMLPFirst Trust

+15.2%

5 years, per year

MLPAEMLPFaded: behind in that period

0–4EMLP wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Sector vs Thematic: MLPA vs EMLP

YTD

Global XMLPA

+12.2%

EMLPFirst Trust

+17.2%

+12.2%Year to date+17.2%

−11.1%Worst drop · 1Y−7.9%

13.3%Volatility · 1Y11.3%

5.9%Yield2.8%

$2.3BAssets$4.1B

3–1EMLP wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: MLPA, EMLP, XLF

Today

0.08%lowest, XLF

FundExpense ratioFee$10k

XLF0.08%$8

MLPA0.77%$77

EMLP0.95%$95

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: MLPA, EMLP, XLF

5.92%highest, MLPA

FundTrailing yieldYield$10k

MLPA5.92%$592

EMLP2.82%$282

XLF1.42%$142

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$515most kept, MLPA

MLPA$592 − $77 = $515

EMLP$282 − $95 = $187

XLF$142 − $8 = $134

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: MLPA, EMLP, XLF

Today

23.0%most shared, MLPA and EMLP

MLPAEMLPXLF

MLPA—23.0%0.0%

EMLP23.0%—0.0%

XLF0.0%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+18.4%EMLP, at 11.3% volatility

EMLPWorst drop−7.9%11.3% vol

MLPAWorst drop−11.1%13.3% vol

XLFWorst drop−14.8%15.3% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

MLPAEMLP

+12.2%Year to date+17.2%

5.9%Yield2.8%

+14.2%Past year+18.4%

0.77%Fee0.95%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026