EMLP vs CSIO

AEMLP

BCSIO

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$36,298SMH · SOXX $28,442

Lowest cost0.33%SOXX · $33 on $10k

Most income2.82%EMLP · $282 on $10k

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

Held in common12.1%EMLP and CSIO

EMLP

CSIO

First Trust North American Energy Infrastructure Fund · $4.1BCohen & Steers Infrastructure Opportunities Active ETF · $53M

+20.7%3 years · per year$17,569 · […][…]

+15.2%5 years · per year$20,285 · […][…]

0.95%Expense ratio$95 · $65 on $10k · lower wins0.65%

2.82%12-mo yield$282 · $182 on $10k1.82%

−7.9%Worst dropSmaller wins[…]

11.3%VolatilityLower wins[…]

1–1Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsEMLP · CSIO

2.5%ETR6.2%

1.7%SO2.1%

1.7%EVRG3.4%

1.6%CNP3.0%

Held in common12.1%

End-of-day Nov 9, 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%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	SOXX	iShares Semiconductor ETFRead Desk	0.33%	0.28%	+7.5%	+46.5%	+48.5%	+42.6%	+23.3%	−39.5%	$37.5B
3	AEMLP	First Trust North American Energy Infrastructure FundRead Desk	0.95%	2.82%	+1.0%	+17.2%	+18.4%	+20.7%	+15.2%	−7.9%	$4.1B
4	BCSIO	Cohen & Steers Infrastructure Opportunities Active ETFRead Desk	0.65%	1.82%	+1.9%	+16.1%	new	new	new	[…]	$53M

End-of-day Nov 9, 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%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	SOXX	iShares Semiconductor ETFRead Desk	0.33%	0.28%	+7.5%	+46.5%	+48.5%	+42.6%	+23.3%	−39.5%	$37.5B
3	AEMLP	First Trust North American Energy Infrastructure FundRead Desk	0.95%	2.82%	+1.0%	+17.2%	+18.4%	+20.7%	+15.2%	−7.9%	$4.1B
4	BCSIO	Cohen & Steers Infrastructure Opportunities Active ETFRead Desk	0.65%	1.82%	+1.9%	+16.1%	new	new	new	[…]	$53M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

EMLP vs CSIO

EMLP

First Trust North American Energy Infrastructure Fund

$20,285

CSIO

Cohen & Steers Infrastructure Opportunities Active

[…]

MeasureEMLPCSIO

Fee0.95%0.65%

Cost on $10k a year$95$65

Yield2.82%1.82%

5 years, per year+15.2%[…]

3 years, per year+20.7%[…]

Worst drop · 1Y−7.9%[…]

Volatility · 1Y11.3%[…]

1–1measures won
level

12.1%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: EMLP, CSIO, SMH, SOXX

Today

69.6%most shared, SMH and SOXX

EMLPCSIOSMHSOXX

EMLP—12.1%0.0%0.0%

CSIO12.1%—0.0%0.0%

SMH0.0%0.0%—69.6%

SOXX0.0%0.0%69.6%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$187most kept, EMLP

EMLP$282 − $95 = $187

CSIO$182 − $65 = $117

SOXX$28 − $33 = −$5

SMH$23 − $35 = −$12

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee