EMLP vs AMLP

AEMLP

BAMLP

Measures won4–2EMLP wins · of 6 · 5Y

$10,000 · 5Y$25,404XLE · AMLP $20,959

Lowest cost0.08%XLE · $8 on $10k

Most income8.14%AMLP · $814 on $10k

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

Held in common22.4%EMLP and AMLP

EMLP

AMLP

First Trust North American Energy Infrastructure Fund · $4.2BAlerian MLP ETF · $12.0B

+21.7%3 years · per year$18,039 · $15,151+14.9%

+15.1%5 years · per year$20,216 · $20,959+16.0%

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

2.85%12-mo yield$285 · $814 on $10k8.14%

−7.9%Worst dropSmaller wins−11.0%

11.2%VolatilityLower wins13.4%

4–2EMLP wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsEMLP · AMLP

8.8%EPD12.5%

7.1%ET12.0%

4.1%MPLX12.7%

1.2%CQP4.0%

Held in common22.4%

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	XLE	State Street Energy Select Sector SPDR ETFRead Desk	0.08%	2.47%	−3.0%	+40.6%	+45.4%	+16.7%	+20.5%	−15.0%	$42.0B
2	BAMLP	Alerian MLP ETFRead Desk	1.01%	8.14%	−2.2%	+12.8%	+16.3%	+14.9%	+16.0%	−11.0%	$12.0B
3	VGT	Vanguard Information Technology ETFRead Desk	0.09%	0.44%	−7.3%	+14.0%	+11.1%	+28.8%	+15.4%	−17.5%	$154.5B
4	AEMLP	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

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	XLE	State Street Energy Select Sector SPDR ETFRead Desk	0.08%	2.47%	−3.0%	+40.6%	+45.4%	+16.7%	+20.5%	−15.0%	$42.0B
2	BAMLP	Alerian MLP ETFRead Desk	1.01%	8.14%	−2.2%	+12.8%	+16.3%	+14.9%	+16.0%	−11.0%	$12.0B
3	VGT	Vanguard Information Technology ETFRead Desk	0.09%	0.44%	−7.3%	+14.0%	+11.1%	+28.8%	+15.4%	−17.5%	$154.5B
4	AEMLP	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

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

EMLP vs AMLP

EMLP

First Trust North American Energy Infrastructure Fund

$20,216

AMLP

Alerian MLP

$20,959

MeasureEMLPAMLP

Fee0.95%1.01%

Cost on $10k a year$95$101

Yield2.85%8.14%

5 years, per year+15.1%+16.0%

3 years, per year+21.7%+14.9%

Worst drop · 1Y−7.9%−11.0%

Volatility · 1Y11.2%13.4%

4–2measures won
EMLP first

22.4%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

XLK vs VGT

YTD

SPDRXLK

+13.2%

VGTVanguard

+14.0%

+13.2%Year to date+14.0%

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

$117BAssets$155B

1–1level

End-of-day Nov 5, 2026

XLE vs VDE

YTD

SPDRXLE

+40.6%

VDEVanguard

+38.4%

+40.6%Year to date+38.4%

2.5%Yield2.4%

$42.0BAssets$10.4B

2–0XLE 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

Overlap: EMLP, AMLP, VGT, XLE

Today

22.4%most shared, EMLP and AMLP

EMLPAMLPVGTXLE

EMLP—22.4%0.0%7.1%

AMLP22.4%—0.0%0.0%

VGT0.0%0.0%—0.0%

XLE7.1%0.0%0.0%—

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

Income After Fees on $10,000

$713most kept, AMLP

AMLP$814 − $101 = $713

XLE$247 − $8 = $239

EMLP$285 − $95 = $190

VGT$44 − $9 = $35

KeptFee

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