EFRA vs EMLP

AEFRA

BEMLP

Measures won2–3EMLP wins · of 6 · 5Y

$10,000 · 5Y$20,336EMLP · CIBR $17,242

Lowest cost0.47%EFRA · $47 on $10k

Most income4.11%EFRA · $411 on $10k

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

Held in common1.3%EFRA and EMLP

EFRA

EMLP

iShares Environmental Infrastructure and Industrials ETF · $6MFirst Trust North American Energy Infrastructure Fund · $4.1B

+15.5%3 years · per year$15,415 · $17,913+21.4%

[…]5 years · per year[…] · $20,336+15.3%

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

4.11%12-mo yield$411 · $285 on $10k2.85%

−11.2%Worst dropSmaller wins−7.9%

15.3%VolatilityLower wins11.2%

2–3EMLP wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsEFRA · EMLP

2.8%TTEK1.3%

Held in common1.3%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	BEMLP	First Trust North American Energy Infrastructure FundRead Desk	0.95%	2.85%	−0.1%	+16.1%	+17.7%	+21.4%	+15.3%	−7.9%	$4.1B
2	CIBR	First Trust Nasdaq Cybersecurity ETFRead Desk	0.58%	0.43%	0.0%	+27.7%	+21.1%	+27.4%	+11.5%	−20.6%	$15.8B
3	AEFRA	iShares Environmental Infrastructure and Industrials ETFRead Desk	0.47%	4.11%	−0.4%	+7.3%	+8.8%	+15.5%	new	−11.2%	$6M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BEMLP	First Trust North American Energy Infrastructure FundRead Desk	0.95%	2.85%	−0.1%	+16.1%	+17.7%	+21.4%	+15.3%	−7.9%	$4.1B
2	CIBR	First Trust Nasdaq Cybersecurity ETFRead Desk	0.58%	0.43%	0.0%	+27.7%	+21.1%	+27.4%	+11.5%	−20.6%	$15.8B
3	AEFRA	iShares Environmental Infrastructure and Industrials ETFRead Desk	0.47%	4.11%	−0.4%	+7.3%	+8.8%	+15.5%	new	−11.2%	$6M

End-of-day Nov 6, 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

$20,336

MeasureEFRAEMLP

Fee0.47%0.95%

Cost on $10k a year$47$95

Yield4.11%2.85%

5 years, per year[…]+15.3%

3 years, per year+15.5%+21.4%

Worst drop · 1Y−11.2%−7.9%

Volatility · 1Y15.3%11.2%

3–2measures won
EMLP first

1.3%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: EFRA, EMLP, CIBR

Today

1.3%most shared, EFRA and EMLP

EFRAEMLPCIBR

EFRA—1.3%0.0%

EMLP1.3%—0.0%

CIBR0.0%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$364most kept, EFRA

EFRA$411 − $47 = $364

EMLP$285 − $95 = $190

CIBR$43 − $58 = −$15

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee