EFRA vs EMLP

AEFRA

BEMLP

Measures won2–3EMLP wins · of 6 · 5Y

$10,000 · 5Y$36,298SMH · EMLP $20,285

Lowest cost0.35%SMH · $35 on $10k

Most income4.02%EFRA · $402 on $10k

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

Held in common1.1%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$15,400 · $17,569+20.7%

[…]5 years · per year[…] · $20,285+15.2%

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

4.02%12-mo yield$402 · $282 on $10k2.82%

−11.2%Worst dropSmaller wins−7.9%

15.5%VolatilityLower wins11.3%

2–3EMLP wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsEFRA · EMLP

2.9%TTEK1.1%

Held in common1.1%

End-of-day Nov 9, 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%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	BEMLP	First Trust North American Energy Infrastructure FundRead Desk	0.95%	2.82%	+1.0%	+17.2%	+18.4%	+20.7%	+15.2%	−7.9%	$4.1B
3	CIBR	First Trust Nasdaq Cybersecurity ETFRead Desk	0.58%	0.42%	+4.0%	+32.8%	+27.5%	+28.7%	+12.4%	−20.6%	$15.8B
4	AEFRA	iShares Environmental Infrastructure and Industrials ETFRead Desk	0.47%	4.02%	+2.1%	+9.6%	+11.6%	+15.5%	new	−11.2%	$6M

End-of-day Nov 9, 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%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	BEMLP	First Trust North American Energy Infrastructure FundRead Desk	0.95%	2.82%	+1.0%	+17.2%	+18.4%	+20.7%	+15.2%	−7.9%	$4.1B
3	CIBR	First Trust Nasdaq Cybersecurity ETFRead Desk	0.58%	0.42%	+4.0%	+32.8%	+27.5%	+28.7%	+12.4%	−20.6%	$15.8B
4	AEFRA	iShares Environmental Infrastructure and Industrials ETFRead Desk	0.47%	4.02%	+2.1%	+9.6%	+11.6%	+15.5%	new	−11.2%	$6M

End-of-day Nov 9, 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

$20,285

MeasureEFRAEMLP

Fee0.47%0.95%

Cost on $10k a year$47$95

Yield4.02%2.82%

5 years, per year[…]+15.2%

3 years, per year+15.5%+20.7%

Worst drop · 1Y−11.2%−7.9%

Volatility · 1Y15.5%11.3%

3–2measures won
EMLP first

1.1%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+46.5%

SMHVanEck

+35.3%

+46.5%Year to date+35.3%

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

$37.5BAssets$60.7B

2–0SOXX wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: EFRA, EMLP, CIBR, SMH

Today

5.7%most shared, CIBR and SMH

EFRAEMLPCIBRSMH

EFRA—1.1%0.0%0.0%

EMLP1.1%—0.0%0.0%

CIBR0.0%0.0%—5.7%

SMH0.0%0.0%5.7%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$355most kept, EFRA

EFRA$402 − $47 = $355

EMLP$282 − $95 = $187

SMH$23 − $35 = −$12

CIBR$42 − $58 = −$16

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee