EMLP vs ELFY

AEMLP

BELFY

Measures won3–1EMLP wins · of 6 · 5Y

$10,000 · 5Y$20,216EMLP

Lowest cost0.50%ELFY · $50 on $10k

Most income2.85%EMLP · $285 on $10k

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

Held in common30.3%EMLP and ELFY

EMLP

ELFY

First Trust North American Energy Infrastructure Fund · $4.2BALPS Electrification Infrastructure ETF · $159M

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

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

0.95%Expense ratio$95 · $50 on $10k · lower wins0.50%

2.85%12-mo yield$285 · $125 on $10k1.25%

−7.9%Worst dropSmaller wins−22.4%

11.2%VolatilityLower wins22.4%

3–1EMLP wins

$10,000 · 5 yearsOne scale

Shared top holdingsEMLP · ELFY

1.4%TTEK1.1%

1.3%J1.1%

1.7%WEC1.1%

1.1%LNT1.1%

Held in common30.3%

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

Both

5Y2 funds

#			Trend
1	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
2	BELFY	ALPS Electrification Infrastructure ETFRead Desk		0.50%	1.25%	−4.5%	+0.9%	−0.9%	new	new	−22.4%	$159M

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

Both

5Y2 funds

#			Trend
1	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
2	BELFY	ALPS Electrification Infrastructure ETFRead Desk		0.50%	1.25%	−4.5%	+0.9%	−0.9%	new	new	−22.4%	$159M

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 ELFY

EMLP

First Trust North American Energy Infrastructure Fund

$20,216

ELFY

ALPS Electrification Infrastructure

[…]

MeasureEMLPELFY

Fee0.95%0.50%

Cost on $10k a year$95$50

Yield2.85%1.25%

5 years, per year+15.1%[…]

3 years, per year+21.7%[…]

Worst drop · 1Y−7.9%−22.4%

Volatility · 1Y11.2%22.4%

3–1measures won
EMLP first

30.3%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: EMLP, ELFY

Today

30.3%most shared, EMLP and ELFY

EMLPELFY

EMLP—30.3%

ELFY30.3%—

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

Income After Fees on $10,000

$190most kept, EMLP

EMLP$285 − $95 = $190

ELFY$125 − $50 = $75

KeptFee

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