EFRA vs EMLP

AEFRA

BEMLP

Measures won2–3EMLP wins · of 6 · 5Y

$10,000 · 5Y$20,628EMLP

Lowest cost0.47%EFRA · $47 on $10k

Most income3.98%EFRA · $398 on $10k

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

Held in common1.4%EFRA and EMLP

EFRA

EMLP

iShares Environmental Infrastructure and Industrials ETF · $6MFirst Trust North American Energy Infrastructure Fund · $4.2B

+17.3%3 years · per year$16,145 · $18,412+22.6%

[…]5 years · per year[…] · $20,628+15.6%

0.47%Expense ratio$47 · $95 on $10k · lower wins0.95%

3.98%12-mo yield$398 · $280 on $10k2.80%

−11.2%Worst dropSmaller wins−7.9%

15.1%VolatilityLower wins11.1%

2–3EMLP wins

$10,000 · 5 yearsOne scale

Shared top holdingsEFRA · EMLP

2.8%TTEK1.4%

Held in common1.4%

End-of-day Nov 4, 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%	2.80%	−1.1%	+17.9%	+19.8%	+22.6%	+15.6%	−7.9%	$4.2B
2	AEFRA	iShares Environmental Infrastructure and Industrials ETFRead Desk		0.47%	3.98%	+2.6%	+10.9%	+13.4%	+17.3%	new	−11.2%	$6M

End-of-day Nov 4, 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%	2.80%	−1.1%	+17.9%	+19.8%	+22.6%	+15.6%	−7.9%	$4.2B
2	AEFRA	iShares Environmental Infrastructure and Industrials ETFRead Desk		0.47%	3.98%	+2.6%	+10.9%	+13.4%	+17.3%	new	−11.2%	$6M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

EFRA vs EMLP

EFRA

iShares Environmental Infrastructure and Industrials

[…]

EMLP

First Trust North American Energy Infrastructure Fund

$20,628

MeasureEFRAEMLP

Fee0.47%0.95%

Cost on $10k a year$47$95

Yield3.98%2.80%

5 years, per year[…]+15.6%

3 years, per year+17.3%+22.6%

Worst drop · 1Y−11.2%−7.9%

Volatility · 1Y15.1%11.1%

3–2measures won
EMLP first

1.4%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: EFRA, EMLP

Today

1.4%most shared, EFRA and EMLP

EFRAEMLP

EFRA—1.4%

EMLP1.4%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$351most kept, EFRA

EFRA$398 − $47 = $351

EMLP$280 − $95 = $185

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee