ELFY vs EMLP

AELFY

BEMLP

Measures won1–3EMLP wins · of 6 · 5Y

$10,000 · 5Y$33,824SMH · EMLP $20,216

Lowest cost0.35%SMH · $35 on $10k

Most income2.85%EMLP · $285 on $10k

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

Held in common30.3%ELFY and EMLP

ELFY

EMLP

ALPS Electrification Infrastructure ETF · $152MFirst Trust North American Energy Infrastructure Fund · $4.2B

[…]3 years · per year[…] · $18,039+21.7%

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

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

1.25%12-mo yield$125 · $285 on $10k2.85%

−22.4%Worst dropSmaller wins−7.9%

22.4%VolatilityLower wins11.2%

1–3EMLP wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsELFY · EMLP

1.1%TTEK1.4%

1.1%J1.3%

1.1%WEC1.7%

1.1%LNT1.1%

Held in common30.3%

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 Four

5Y4 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$57.7B
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	IGV	iShares Expanded Tech-Software Sector ETFRead Desk	0.38%	0.02%	−4.4%	−6.3%	−11.6%	+13.6%	+2.6%	−33.3%	$12.4B
4	AELFY	ALPS Electrification Infrastructure ETFRead Desk	0.50%	1.25%	−4.5%	+0.9%	−0.9%	new	new	−22.4%	$152M

End-of-day Nov 5, 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%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$57.7B
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	IGV	iShares Expanded Tech-Software Sector ETFRead Desk	0.38%	0.02%	−4.4%	−6.3%	−11.6%	+13.6%	+2.6%	−33.3%	$12.4B
4	AELFY	ALPS Electrification Infrastructure ETFRead Desk	0.50%	1.25%	−4.5%	+0.9%	−0.9%	new	new	−22.4%	$152M

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

ELFY vs EMLP

ELFY

ALPS Electrification Infrastructure

[…]

EMLP

First Trust North American Energy Infrastructure Fund

$20,216

MeasureELFYEMLP

Fee0.50%0.95%

Cost on $10k a year$50$95

Yield1.25%2.85%

5 years, per year[…]+15.1%

3 years, per year[…]+21.7%

Worst drop · 1Y−22.4%−7.9%

Volatility · 1Y22.4%11.2%

3–1measures won
EMLP first

30.3%

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

$37.6BAssets$57.7B

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%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: ELFY, EMLP, SMH, IGV

Today

30.3%most shared, ELFY and EMLP

ELFYEMLPSMHIGV

ELFY—30.3%0.0%0.4%

EMLP30.3%—0.0%0.0%

SMH0.0%0.0%—4.6%

IGV0.4%0.0%4.6%—

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

Income After Fees on $10,000

$190most kept, EMLP

EMLP$285 − $95 = $190

ELFY$125 − $50 = $75

SMH$25 − $35 = −$10

IGV$2 − $38 = −$36

KeptFee

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