EMLP vs IVV

AEMLP

BIVV

Measures won5–1EMLP wins · of 6 · 5Y

$10,000 · 5Y$20,810EMLP · IVV $17,265

Lowest cost0.03%IVV · $3 on $10k

Most income2.77%EMLP · $277 on $10k

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

Held in common2.5%EMLP and IVV

First Trust North American Energy Infrastructure Fund · $4.2BiShares Core S&P 500 ETF · $875B

+22.5%3 years · per year$18,386 · $17,931+21.5%

+15.8%5 years · per year$20,810 · $17,265+11.5%

0.95%Expense ratio$95 · $3 on $10k · lower wins0.03%

2.77%

Cards for this view

EMLP

First Trust North American Energy Infrastructure Fund

$20,810

IVV

iShares Core S&P 500

$17,265

#
1	AEMLP	First Trust North American Energy Infrastructure FundRead Desk	0.95%	2.77%	+0.7%	+19.3%	+18.2%	+22.5%	+15.8%	−7.9%	$4.2B
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	−0.4%	+11.5%	+11.6%	+21.5%	+11.5%	−8.9%	$875.2B
3	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	−2.9%	new	new	new	new	[…]	$16.3B

#
1	AEMLP	First Trust North American Energy Infrastructure FundRead Desk	0.95%	2.77%	+0.7%	+19.3%	+18.2%	+22.5%	+15.8%	−7.9%	$4.2B
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	−0.4%	+11.5%	+11.6%	+21.5%	+11.5%	−8.9%	$875.2B
3	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	−2.9%	new	new	new	new	[…]	$16.3B

Loading…