EMLP vs BILT

AEMLP

BBILT

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$33,824SMH · EMLP $20,216

Lowest cost0.35%SMH · $35 on $10k

Most income5.87%BILT · $587 on $10k

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

Held in common24.1%EMLP and BILT

EMLP

BILT

First Trust North American Energy Infrastructure Fund · $4.2BiShares Infrastructure Active ETF · $119M

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

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

0.95%Expense ratio$95 · $60 on $10k · lower wins0.60%

2.85%12-mo yield$285 · $587 on $10k5.87%

−7.9%Worst dropSmaller wins−12.6%

11.2%VolatilityLower wins12.1%

2–2Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsEMLP · BILT

2.8%PPL3.3%

2.4%ETR3.9%

2.0%AEP4.9%

2.0%SRE2.7%

Held in common24.1%

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	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
3	BBILT	iShares Infrastructure Active ETFRead Desk	0.60%	5.87%	−1.4%	+8.4%	+8.9%	new	new	−12.6%	$119M
4	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	−18.0%	new	new	new	new	[…]	$14.4B

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	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
3	BBILT	iShares Infrastructure Active ETFRead Desk	0.60%	5.87%	−1.4%	+8.4%	+8.9%	new	new	−12.6%	$119M
4	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	−18.0%	new	new	new	new	[…]	$14.4B

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 BILT

EMLP

First Trust North American Energy Infrastructure Fund

$20,216

BILT

iShares Infrastructure Active

[…]

MeasureEMLPBILT

Fee0.95%0.60%

Cost on $10k a year$95$60

Yield2.85%5.87%

5 years, per year+15.1%[…]

3 years, per year+21.7%[…]

Worst drop · 1Y−7.9%−12.6%

Volatility · 1Y11.2%12.1%

2–2measures won
level

24.1%

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: EMLP, BILT, SMH, DRAM

Today

24.1%most shared, EMLP and BILT

EMLPBILTSMHDRAM

EMLP—24.1%0.0%0.0%

BILT24.1%—0.0%0.0%

SMH0.0%0.0%—3.2%

DRAM0.0%0.0%3.2%—

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

Income After Fees on $10,000

$527most kept, BILT

BILT$587 − $60 = $527

EMLP$285 − $95 = $190

SMH$25 − $35 = −$10

DRAM$0 − $65 = −$65

KeptFee

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