EFRA vs EMLP

AEFRA

BEMLP

Measures won2–3EMLP wins · of 6 · 5Y

$10,000 · 5Y$33,824SMH · EMLP $20,216

Lowest cost0.35%SMH · $35 on $10k

Most income4.09%EFRA · $409 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

+15.8%3 years · per year$15,544 · $18,039+21.7%

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

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

4.09%12-mo yield$409 · $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%TTEK1.4%

Held in common1.4%

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 Three

5Y3 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$65.4B
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	AEFRA	iShares Environmental Infrastructure and Industrials ETFRead Desk	0.47%	4.09%	−2.8%	+7.7%	+10.2%	+15.8%	new	−11.2%	$6M

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

All Three

5Y3 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$65.4B
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	AEFRA	iShares Environmental Infrastructure and Industrials ETFRead Desk	0.47%	4.09%	−2.8%	+7.7%	+10.2%	+15.8%	new	−11.2%	$6M

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

EFRA vs EMLP

EFRA

iShares Environmental Infrastructure and Industrials

[…]

EMLP

First Trust North American Energy Infrastructure Fund

$20,216

MeasureEFRAEMLP

Fee0.47%0.95%

Cost on $10k a year$47$95

Yield4.09%2.85%

5 years, per year[…]+15.1%

3 years, per year+15.8%+21.7%

Worst drop · 1Y−11.2%−7.9%

Volatility · 1Y15.3%11.2%

3–2measures won
EMLP first

1.4%

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

$42.6BAssets$65.4B

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%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: EFRA, EMLP, SMH

Today

1.4%most shared, EFRA and EMLP

EFRAEMLPSMH

EFRA—1.4%0.0%

EMLP1.4%—0.0%

SMH0.0%0.0%—

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

Income After Fees on $10,000

$362most kept, EFRA

EFRA$409 − $47 = $362

EMLP$285 − $95 = $190

SMH$25 − $35 = −$10

KeptFee

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