EMLP vs BILT

AEMLP

BBILT

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$30,376SOXX · EMLP $20,628

Lowest cost0.33%SOXX · $33 on $10k

Most income5.79%BILT · $579 on $10k

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

Held in common23.0%EMLP and BILT

EMLP

BILT

First Trust North American Energy Infrastructure Fund · $4.2BiShares Infrastructure Active ETF · $121M

+22.6%3 years · per year$18,412 · […][…]

+15.6%5 years · per year$20,628 · […][…]

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

2.80%12-mo yield$280 · $579 on $10k5.79%

−7.9%Worst dropSmaller wins−12.6%

11.1%VolatilityLower wins12.0%

2–2Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsEMLP · BILT

2.7%PPL3.8%

2.4%ETR3.6%

2.0%SRE2.7%

2.0%AEP4.8%

Held in common23.0%

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	SOXX	iShares Semiconductor ETFRead Desk	0.33%	0.28%	−3.1%	+49.8%	+46.5%	+46.4%	+24.9%	−31.2%	$42.6B
2	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
3	BBILT	iShares Infrastructure Active ETFRead Desk	0.60%	5.79%	+0.8%	+9.9%	+10.2%	new	new	−12.6%	$121M
4	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	−5.3%	new	new	new	new	[…]	$17.6B

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	SOXX	iShares Semiconductor ETFRead Desk	0.33%	0.28%	−3.1%	+49.8%	+46.5%	+46.4%	+24.9%	−31.2%	$42.6B
2	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
3	BBILT	iShares Infrastructure Active ETFRead Desk	0.60%	5.79%	+0.8%	+9.9%	+10.2%	new	new	−12.6%	$121M
4	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	−5.3%	new	new	new	new	[…]	$17.6B

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 BILT

EMLP

First Trust North American Energy Infrastructure Fund

$20,628

BILT

iShares Infrastructure Active

[…]

MeasureEMLPBILT

Fee0.95%0.60%

Cost on $10k a year$95$60

Yield2.80%5.79%

5 years, per year+15.6%[…]

3 years, per year+22.6%[…]

Worst drop · 1Y−7.9%−12.6%

Volatility · 1Y11.1%12.0%

2–2measures won
level

23.0%

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, BILT, SOXX, DRAM

Today

23.0%most shared, EMLP and BILT

EMLPBILTSOXXDRAM

EMLP—23.0%0.0%0.0%

BILT23.0%—0.0%0.0%

SOXX0.0%0.0%—3.3%

DRAM0.0%0.0%3.3%—

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

Income After Fees on $10,000

$519most kept, BILT

BILT$579 − $60 = $519

EMLP$280 − $95 = $185

SOXX$28 − $33 = −$5

DRAM$0 − $65 = −$65

KeptFee

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