EMIF vs EMLP

AEMIF

BEMLP

Measures won2–4EMLP wins · of 6 · 5Y

$10,000 · 5Y$20,650EMLP · EMIF $12,782

Lowest cost0.60%EMIF · $60 on $10k

Most income4.22%EMIF · $422 on $10k

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

Held in common0.0%EMIF and EMLP

EMIF

EMLP

iShares Emerging Markets Infrastructure ETF · $13MFirst Trust North American Energy Infrastructure Fund · $4.3B

+15.6%3 years · per year$15,441 · $18,685+23.2%

+5.0%5 years · per year$12,782 · $20,649+15.6%

0.60%Expense ratio$60 · $95 on $10k · lower wins0.95%

4.22%12-mo yield$422 · $277 on $10k2.77%

−17.2%Worst dropSmaller wins−7.9%

16.9%VolatilityLower wins11.1%

2–4EMLP wins

$10,000 · 5 yearsOne scale

Shared top holdingsEMIF · EMLP

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 3, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BEMLP	First Trust North American Energy Infrastructure FundRead Desk		0.95%	2.77%	−0.5%	+19.2%	+21.0%	+23.2%	+15.6%	−7.9%	$4.3B
2	AEMIF	iShares Emerging Markets Infrastructure ETFRead Desk		0.60%	4.22%	−0.4%	+0.3%	+5.3%	+15.6%	+5.0%	−17.2%	$13M

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

Both

5Y2 funds

#			Trend
1	BEMLP	First Trust North American Energy Infrastructure FundRead Desk		0.95%	2.77%	−0.5%	+19.2%	+21.0%	+23.2%	+15.6%	−7.9%	$4.3B
2	AEMIF	iShares Emerging Markets Infrastructure ETFRead Desk		0.60%	4.22%	−0.4%	+0.3%	+5.3%	+15.6%	+5.0%	−17.2%	$13M

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

Cards for this view

EMIF vs EMLP

EMIF

iShares Emerging Markets Infrastructure

$12,782

EMLP

First Trust North American Energy Infrastructure Fund

$20,650

MeasureEMIFEMLP

Fee0.60%0.95%

Cost on $10k a year$60$95

Yield4.22%2.77%

5 years, per year+5.0%+15.6%

3 years, per year+15.6%+23.2%

Worst drop · 1Y−17.2%−7.9%

Volatility · 1Y16.9%11.1%

4–2measures won
EMLP first

0.0%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: EMIF, EMLP

Today

0.0%most shared, EMIF and EMLP

EMIFEMLP

EMIF—0.0%

EMLP0.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$362most kept, EMIF

EMIF$422 − $60 = $362

EMLP$277 − $95 = $182

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee