AMLP vs EMLP

AAMLP

BEMLP

Measures won2–4EMLP wins · of 6 · 5Y

$10,000 · 5Y$33,824SMH · AMLP $20,959

Lowest cost0.08%XLF · $8 on $10k

Most income8.14%AMLP · $814 on $10k

Smallest drop−7.9%EMLP · worst fall in 1Y

Held in common22.4%AMLP and EMLP

AMLP

EMLP

Alerian MLP ETF · $12.3BFirst Trust North American Energy Infrastructure Fund · $4.2B

+14.9%3 years · per year$15,151 · $18,039+21.7%

+16.0%5 years · per year$20,959 · $20,216+15.1%

1.01%Expense ratio$101 · $95 on $10k · lower wins0.95%

8.14%12-mo yield$814 · $285 on $10k2.85%

−11.0%Worst dropSmaller wins−7.9%

13.4%VolatilityLower wins11.2%

2–4EMLP wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsAMLP · EMLP

12.5%EPD8.8%

12.0%ET7.1%

12.7%MPLX4.1%

4.0%CQP1.2%

Held in common22.4%

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$65.4B
2	AAMLP	Alerian MLP ETFRead Desk	1.01%	8.14%	−2.2%	+12.8%	+16.3%	+14.9%	+16.0%	−11.0%	$12.3B
3	BEMLP	First Trust North American Energy Infrastructure FundRead Desk	0.95%	2.85%	−1.5%	+16.1%	+18.6%	+21.7%	+15.1%	−7.9%	$4.2B
4	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.44%	−2.9%	+6.3%	+11.4%	+23.0%	+9.2%	−14.8%	$53.8B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$65.4B
2	AAMLP	Alerian MLP ETFRead Desk	1.01%	8.14%	−2.2%	+12.8%	+16.3%	+14.9%	+16.0%	−11.0%	$12.3B
3	BEMLP	First Trust North American Energy Infrastructure FundRead Desk	0.95%	2.85%	−1.5%	+16.1%	+18.6%	+21.7%	+15.1%	−7.9%	$4.2B
4	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.44%	−2.9%	+6.3%	+11.4%	+23.0%	+9.2%	−14.8%	$53.8B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

AMLP vs EMLP

AMLP

Alerian MLP

$20,959

EMLP

First Trust North American Energy Infrastructure Fund

$20,216

MeasureAMLPEMLP

Fee1.01%0.95%

Cost on $10k a year$101$95

Yield8.14%2.85%

5 years, per year+16.0%+15.1%

3 years, per year+14.9%+21.7%

Worst drop · 1Y−11.0%−7.9%

Volatility · 1Y13.4%11.2%

4–2measures won
EMLP first

22.4%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+31.6%

SMHVanEck

+24.3%

+31.6%Year to date+24.3%

0.33% · $33Fee · on $10k a year0.35% · $35

$42.6BAssets$65.4B

2–0SOXX wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: AMLP, EMLP, SMH, XLF

Today

22.4%most shared, AMLP and EMLP

AMLPEMLPSMHXLF

AMLP—22.4%0.0%0.0%

EMLP22.4%—0.0%0.0%

SMH0.0%0.0%—0.0%

XLF0.0%0.0%0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$713most kept, AMLP

AMLP$814 − $101 = $713

EMLP$285 − $95 = $190

XLF$144 − $8 = $136

SMH$25 − $35 = −$10

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee