EMLP vs AMLP

AEMLP

BAMLP

Measures won4–2EMLP wins · of 6 · 5Y

$10,000 · 5Y$38,820SMH · AMLP $21,308

Lowest cost0.08%XLF · $8 on $10k

Most income7.96%AMLP · $796 on $10k

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

Held in common22.9%EMLP and AMLP

EMLP

AMLP

First Trust North American Energy Infrastructure Fund · $4.2BAlerian MLP ETF · $12.3B

+22.6%3 years · per year$18,412 · $15,574+15.9%

+15.6%5 years · per year$20,628 · $21,308+16.3%

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

2.80%12-mo yield$280 · $796 on $10k7.96%

−7.9%Worst dropSmaller wins−9.0%

11.1%VolatilityLower wins13.2%

4–2EMLP wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsEMLP · AMLP

8.9%EPD12.3%

7.3%ET12.0%

4.2%MPLX12.5%

1.3%CQP4.3%

Held in common22.9%

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	BAMLP	Alerian MLP ETFRead Desk	1.01%	7.96%	−2.7%	+15.3%	+18.8%	+15.9%	+16.3%	−9.0%	$12.3B
3	AEMLP	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
4	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.40%	+3.5%	+9.4%	+15.3%	+24.7%	+10.1%	−14.8%	$53.8B

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	BAMLP	Alerian MLP ETFRead Desk	1.01%	7.96%	−2.7%	+15.3%	+18.8%	+15.9%	+16.3%	−9.0%	$12.3B
3	AEMLP	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
4	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.40%	+3.5%	+9.4%	+15.3%	+24.7%	+10.1%	−14.8%	$53.8B

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

EMLP vs AMLP

EMLP

First Trust North American Energy Infrastructure Fund

$20,628

AMLP

Alerian MLP

$21,308

MeasureEMLPAMLP

Fee0.95%1.01%

Cost on $10k a year$95$101

Yield2.80%7.96%

5 years, per year+15.6%+16.3%

3 years, per year+22.6%+15.9%

Worst drop · 1Y−7.9%−9.0%

Volatility · 1Y11.1%13.2%

4–2measures won
EMLP first

22.9%

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: EMLP, AMLP, SMH, XLF

Today

22.9%most shared, EMLP and AMLP

EMLPAMLPSMHXLF

EMLP—22.9%0.0%0.0%

AMLP22.9%—0.0%0.0%

SMH0.0%0.0%—0.0%

XLF0.0%0.0%0.0%—

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

Income After Fees on $10,000

$695most kept, AMLP

AMLP$796 − $101 = $695

EMLP$280 − $95 = $185

XLF$140 − $8 = $132

SMH$22 − $35 = −$13

KeptFee

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