EMLP vs BILT

AEMLP

BBILT

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$31,133SOXX · EMLP $20,650

Lowest cost0.33%SOXX · $33 on $10k

Most income5.84%BILT · $584 on $10k

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

Held in common23.3%EMLP and BILT

EMLP

BILT

First Trust North American Energy Infrastructure Fund · $4.3BiShares Infrastructure Active ETF · $120M

+23.2%3 years · per year$18,685 · […][…]

+15.6%5 years · per year$20,649 · […][…]

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

2.77%12-mo yield$277 · $584 on $10k5.84%

−7.9%Worst dropSmaller wins−12.6%

11.1%VolatilityLower wins11.9%

2–2Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsEMLP · BILT

2.7%PPL3.8%

2.4%ETR3.7%

2.0%SRE3.2%

2.0%AEP4.8%

Held in common23.3%

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

All Three

5Y3 funds

#
1	SOXX	iShares Semiconductor ETFRead Desk	0.33%	0.27%	+2.5%	+54.7%	+52.2%	+47.3%	+25.5%	−30.7%	$44.3B
2	AEMLP	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
3	BBILT	iShares Infrastructure Active ETFRead Desk	0.60%	5.84%	−0.5%	+9.0%	+9.2%	new	new	−12.6%	$120M

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

All Three

5Y3 funds

#
1	SOXX	iShares Semiconductor ETFRead Desk	0.33%	0.27%	+2.5%	+54.7%	+52.2%	+47.3%	+25.5%	−30.7%	$44.3B
2	AEMLP	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
3	BBILT	iShares Infrastructure Active ETFRead Desk	0.60%	5.84%	−0.5%	+9.0%	+9.2%	new	new	−12.6%	$120M

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

EMLP vs BILT

EMLP

First Trust North American Energy Infrastructure Fund

$20,649

BILT

iShares Infrastructure Active

[…]

MeasureEMLPBILT

Fee0.95%0.60%

Cost on $10k a year$95$60

Yield2.77%5.84%

5 years, per year+15.6%[…]

3 years, per year+23.2%[…]

Worst drop · 1Y−7.9%−12.6%

Volatility · 1Y11.1%11.9%

2–2measures won
level

23.3%

holdings shared

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

SOXX vs SMH

YTD

iSharesSOXX

+54.7%

SMHVanEck

+44.0%

+54.7%Year to date+44.0%

0.33% · $33Fee · on $10k a year0.35% · $35

$44.3BAssets$65.8B

2–0SOXX wins

End-of-day Nov 3, 2026

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

Overlap: EMLP, BILT, SOXX

Today

23.3%most shared, EMLP and BILT

EMLPBILTSOXX

EMLP—23.3%0.0%

BILT23.3%—0.0%

SOXX0.0%0.0%—

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

Income After Fees on $10,000

$524most kept, BILT

BILT$584 − $60 = $524

EMLP$277 − $95 = $182

SOXX$27 − $33 = −$6

KeptFee

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