ELFY vs EMLP

AELFY

BEMLP

Measures won1–3EMLP wins · of 6 · 5Y

$10,000 · 5Y$38,820SMH · EMLP $20,628

Lowest cost0.35%SMH · $35 on $10k

Most income2.80%EMLP · $280 on $10k

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

Held in common29.6%ELFY and EMLP

ELFY

EMLP

ALPS Electrification Infrastructure ETF · $159MFirst Trust North American Energy Infrastructure Fund · $4.2B

[…]3 years · per year[…] · $18,412+22.6%

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

0.50%Expense ratio$50 · $95 on $10k · lower wins0.95%

1.19%12-mo yield$119 · $280 on $10k2.80%

−18.8%Worst dropSmaller wins−7.9%

22.0%VolatilityLower wins11.1%

1–3EMLP wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsELFY · EMLP

1.1%J1.3%

1.0%LNG1.8%

1.0%TTEK1.4%

1.0%WEC1.6%

Held in common29.6%

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

All Four

5Y4 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.22%	−2.7%	+40.0%	+38.2%	+54.7%	+31.2%	−24.6%	$65.4B
2	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
3	AELFY	ALPS Electrification Infrastructure ETFRead Desk	0.50%	1.19%	−3.0%	+5.7%	+1.9%	new	new	−18.8%	$159M
4	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	−5.3%	new	new	new	new	[…]	$17.6B

End-of-day Nov 4, 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%	0.22%	−2.7%	+40.0%	+38.2%	+54.7%	+31.2%	−24.6%	$65.4B
2	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
3	AELFY	ALPS Electrification Infrastructure ETFRead Desk	0.50%	1.19%	−3.0%	+5.7%	+1.9%	new	new	−18.8%	$159M
4	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	−5.3%	new	new	new	new	[…]	$17.6B

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

ELFY vs EMLP

ELFY

ALPS Electrification Infrastructure

[…]

EMLP

First Trust North American Energy Infrastructure Fund

$20,628

MeasureELFYEMLP

Fee0.50%0.95%

Cost on $10k a year$50$95

Yield1.19%2.80%

5 years, per year[…]+15.6%

3 years, per year[…]+22.6%

Worst drop · 1Y−18.8%−7.9%

Volatility · 1Y22.0%11.1%

3–1measures won
EMLP first

29.6%

holdings shared

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

SOXX vs SMH

YTD

iSharesSOXX

+49.8%

SMHVanEck

+40.0%

+49.8%Year to date+40.0%

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

$42.6BAssets$65.4B

2–0SOXX wins

End-of-day Nov 4, 2026

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

Overlap: ELFY, EMLP, DRAM, SMH

Today

29.6%most shared, ELFY and EMLP

ELFYEMLPDRAMSMH

ELFY—29.6%0.0%0.0%

EMLP29.6%—0.0%0.0%

DRAM0.0%0.0%—3.3%

SMH0.0%0.0%3.3%—

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

Income After Fees on $10,000

$185most kept, EMLP

EMLP$280 − $95 = $185

ELFY$119 − $50 = $69

SMH$22 − $35 = −$13

DRAM$0 − $65 = −$65

KeptFee

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