BILT vs EMLP

ABILT

BEMLP

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$20,650EMLP

Lowest cost0.60%BILT · $60 on $10k

Most income5.84%BILT · $584 on $10k

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

Held in common23.3%BILT and EMLP

BILT

EMLP

iShares Infrastructure Active ETF · $120MFirst Trust North American Energy Infrastructure Fund · $4.3B

[…]3 years · per year[…] · $18,685+23.2%

[…]5 years · per year[…] · $20,649+15.6%

0.60%Expense ratio$60 · $95 on $10k · lower wins0.95%

5.84%12-mo yield$584 · $277 on $10k2.77%

−12.6%Worst dropSmaller wins−7.9%

11.9%VolatilityLower wins11.1%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsBILT · EMLP

3.8%PPL2.7%

3.7%ETR2.4%

3.2%SRE2.0%

4.8%AEP2.0%

Held in common23.3%

End-of-day Nov 3, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BEMLP	First Trust North American Energy Infrastructure FundRead Desk		0.95%	2.77%	−0.5%	+19.2%	+21.0%	+23.2%	+15.6%	−7.9%	$4.3B
2	ABILT	iShares Infrastructure Active ETFRead Desk		0.60%	5.84%	−0.5%	+9.0%	+9.2%	new	new	−12.6%	$120M

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

Both

5Y2 funds

#			Trend
1	BEMLP	First Trust North American Energy Infrastructure FundRead Desk		0.95%	2.77%	−0.5%	+19.2%	+21.0%	+23.2%	+15.6%	−7.9%	$4.3B
2	ABILT	iShares Infrastructure Active ETFRead Desk		0.60%	5.84%	−0.5%	+9.0%	+9.2%	new	new	−12.6%	$120M

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

Cards for this view

BILT vs EMLP

BILT

iShares Infrastructure Active

[…]

EMLP

First Trust North American Energy Infrastructure Fund

$20,649

MeasureBILTEMLP

Fee0.60%0.95%

Cost on $10k a year$60$95

Yield5.84%2.77%

5 years, per year[…]+15.6%

3 years, per year[…]+23.2%

Worst drop · 1Y−12.6%−7.9%

Volatility · 1Y11.9%11.1%

2–2measures won
level

23.3%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

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

Overlap: BILT, EMLP

Today

23.3%most shared, BILT and EMLP

BILTEMLP

BILT—23.3%

EMLP23.3%—

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

Income After Fees on $10,000

$524most kept, BILT

BILT$584 − $60 = $524

EMLP$277 − $95 = $182

KeptFee

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