EMLP vs AMLP

AEMLP

BAMLP

Measures won4–2EMLP wins · of 6 · 5Y

$10,000 · 5Y$21,281VGT · AMLP $21,130

Lowest cost0.09%VGT · $9 on $10k

Most income8.03%AMLP · $803 on $10k

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

Held in common23.0%EMLP and AMLP

EMLP

AMLP

First Trust North American Energy Infrastructure Fund · $4.1BAlerian MLP ETF · $12.1B

+20.7%3 years · per year$17,569 · $14,790+13.9%

+15.2%5 years · per year$20,285 · $21,130+16.1%

0.95%Expense ratio$95 · $101 on $10k · lower wins1.01%

2.82%12-mo yield$282 · $803 on $10k8.03%

−7.9%Worst dropSmaller wins−11.0%

11.3%VolatilityLower wins13.4%

4–2EMLP wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsEMLP · AMLP

9.0%EPD13.0%

7.2%ET12.0%

4.4%MPLX12.9%

1.3%CQP4.2%

Held in common23.0%

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	VGT	Vanguard Information Technology ETFRead Desk	0.09%	0.42%	+3.2%	+19.3%	+18.0%	+29.2%	+16.3%	−17.5%	$154.5B
2	BAMLP	Alerian MLP ETFRead Desk	1.01%	8.03%	+0.9%	+14.2%	+16.6%	+13.9%	+16.1%	−11.0%	$12.1B
3	AEMLP	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
4	IGV	iShares Expanded Tech-Software Sector ETFRead Desk	0.38%	0.02%	+2.6%	−4.0%	−7.2%	+13.6%	+3.0%	−33.2%	$12.4B

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	VGT	Vanguard Information Technology ETFRead Desk	0.09%	0.42%	+3.2%	+19.3%	+18.0%	+29.2%	+16.3%	−17.5%	$154.5B
2	BAMLP	Alerian MLP ETFRead Desk	1.01%	8.03%	+0.9%	+14.2%	+16.6%	+13.9%	+16.1%	−11.0%	$12.1B
3	AEMLP	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
4	IGV	iShares Expanded Tech-Software Sector ETFRead Desk	0.38%	0.02%	+2.6%	−4.0%	−7.2%	+13.6%	+3.0%	−33.2%	$12.4B

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

EMLP vs AMLP

EMLP

First Trust North American Energy Infrastructure Fund

$20,285

AMLP

Alerian MLP

$21,130

MeasureEMLPAMLP

Fee0.95%1.01%

Cost on $10k a year$95$101

Yield2.82%8.03%

5 years, per year+15.2%+16.1%

3 years, per year+20.7%+13.9%

Worst drop · 1Y−7.9%−11.0%

Volatility · 1Y11.3%13.4%

4–2measures won
EMLP first

23.0%

holdings shared

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

XLK vs VGT

YTD

SPDRXLK

+19.1%

VGTVanguard

+19.3%

+19.1%Year to date+19.3%

0.08% · $8Fee · on $10k a year0.09% · $9

$110BAssets$155B

1–1level

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%

$120BAssets$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: EMLP, AMLP, IGV, VGT

Today

23.0%most shared, EMLP and AMLP

EMLPAMLPIGVVGT

EMLP—23.0%0.0%0.0%

AMLP23.0%—0.0%0.0%

IGV0.0%0.0%—22.3%

VGT0.0%0.0%22.3%—

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

Income After Fees on $10,000

$702most kept, AMLP

AMLP$803 − $101 = $702

EMLP$282 − $95 = $187

VGT$42 − $9 = $33

IGV$2 − $38 = −$36

KeptFee

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