EMLP vs ENFR

AEMLP

BENFR

Measures won2–4ENFR wins · of 6 · 5Y

$10,000 · 5Y$34,950SMH · ENFR $23,026

Lowest cost0.35%ENFR · $35 on $10k

Most income4.24%ENFR · $424 on $10k

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

Held in common33.3%EMLP and ENFR

EMLP

ENFR

First Trust North American Energy Infrastructure Fund · $4.2BAlerian Energy Infrastructure ETF · $511M

+21.4%3 years · per year$17,913 · $19,014+23.9%

+15.3%5 years · per year$20,336 · $23,026+18.2%

0.95%Expense ratio$95 · $35 on $10k · lower wins0.35%

2.85%12-mo yield$285 · $424 on $10k4.24%

−7.9%Worst dropSmaller wins−9.8%

11.2%VolatilityLower wins17.5%

2–4ENFR wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsEMLP · ENFR

8.9%EPD7.4%

7.1%ET8.3%

4.4%MPLX5.1%

3.6%PAGP5.1%

Held in common33.3%

End-of-day Nov 6, 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%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$57.7B
2	BENFR	Alerian Energy Infrastructure ETFRead Desk	0.35%	4.24%	−0.4%	+19.5%	+26.2%	+23.9%	+18.2%	−9.8%	$511M
3	AEMLP	First Trust North American Energy Infrastructure FundRead Desk	0.95%	2.85%	−0.1%	+16.1%	+17.7%	+21.4%	+15.3%	−7.9%	$4.2B
4	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+6.2%	new	new	new	new	[…]	$14.4B

End-of-day Nov 6, 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%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$57.7B
2	BENFR	Alerian Energy Infrastructure ETFRead Desk	0.35%	4.24%	−0.4%	+19.5%	+26.2%	+23.9%	+18.2%	−9.8%	$511M
3	AEMLP	First Trust North American Energy Infrastructure FundRead Desk	0.95%	2.85%	−0.1%	+16.1%	+17.7%	+21.4%	+15.3%	−7.9%	$4.2B
4	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+6.2%	new	new	new	new	[…]	$14.4B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

EMLP vs ENFR

EMLP

First Trust North American Energy Infrastructure Fund

$20,336

ENFR

Alerian Energy Infrastructure

$23,026

MeasureEMLPENFR

Fee0.95%0.35%

Cost on $10k a year$95$35

Yield2.85%4.24%

5 years, per year+15.3%+18.2%

3 years, per year+21.4%+23.9%

Worst drop · 1Y−7.9%−9.8%

Volatility · 1Y11.2%17.5%

4–2measures won
ENFR first

33.3%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+36.2%

SMHVanEck

+28.8%

+36.2%Year to date+28.8%

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

$37.6BAssets$57.7B

2–0SOXX wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: EMLP, ENFR, DRAM, SMH

Today

33.3%most shared, EMLP and ENFR

EMLPENFRDRAMSMH

EMLP—33.3%0.0%0.0%

ENFR33.3%—0.0%0.0%

DRAM0.0%0.0%—3.1%

SMH0.0%0.0%3.1%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$389most kept, ENFR

ENFR$424 − $35 = $389

EMLP$285 − $95 = $190

SMH$24 − $35 = −$11

DRAM$0 − $65 = −$65

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee