BILT vs EMLP

ABILT

BEMLP

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$33,824SMH · EMLP $20,216

Lowest cost0.35%SMH · $35 on $10k

Most income5.87%BILT · $587 on $10k

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

Held in common24.1%BILT and EMLP

BILT

EMLP

iShares Infrastructure Active ETF · $119MFirst Trust North American Energy Infrastructure Fund · $4.2B

[…]3 years · per year[…] · $18,039+21.7%

[…]5 years · per year[…] · $20,216+15.1%

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

5.87%12-mo yield$587 · $285 on $10k2.85%

−12.6%Worst dropSmaller wins−7.9%

12.1%VolatilityLower wins11.2%

2–2Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsBILT · EMLP

3.3%PPL2.8%

3.9%ETR2.4%

4.9%AEP2.0%

2.7%SRE2.0%

Held in common24.1%

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%	$57.7B
2	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
3	ABILT	iShares Infrastructure Active ETFRead Desk	0.60%	5.87%	−1.4%	+8.4%	+8.9%	new	new	−12.6%	$119M
4	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	−18.0%	new	new	new	new	[…]	$14.4B

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%	$57.7B
2	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
3	ABILT	iShares Infrastructure Active ETFRead Desk	0.60%	5.87%	−1.4%	+8.4%	+8.9%	new	new	−12.6%	$119M
4	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	−18.0%	new	new	new	new	[…]	$14.4B

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

BILT vs EMLP

BILT

iShares Infrastructure Active

[…]

EMLP

First Trust North American Energy Infrastructure Fund

$20,216

MeasureBILTEMLP

Fee0.60%0.95%

Cost on $10k a year$60$95

Yield5.87%2.85%

5 years, per year[…]+15.1%

3 years, per year[…]+21.7%

Worst drop · 1Y−12.6%−7.9%

Volatility · 1Y12.1%11.2%

2–2measures won
level

24.1%

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

$37.6BAssets$57.7B

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%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: BILT, EMLP, SMH, DRAM

Today

24.1%most shared, BILT and EMLP

BILTEMLPSMHDRAM

BILT—24.1%0.0%0.0%

EMLP24.1%—0.0%0.0%

SMH0.0%0.0%—3.2%

DRAM0.0%0.0%3.2%—

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

Income After Fees on $10,000

$527most kept, BILT

BILT$587 − $60 = $527

EMLP$285 − $95 = $190

SMH$25 − $35 = −$10

DRAM$0 − $65 = −$65

KeptFee

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