EMLP vs ENFR

AEMLP

BENFR

Measures won2–4ENFR wins · of 6 · 5Y

$10,000 · 5Y$38,820SMH · ENFR $23,470

Lowest cost0.35%ENFR · $35 on $10k

Most income4.10%ENFR · $410 on $10k

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

Held in common33.6%EMLP and ENFR

EMLP

ENFR

First Trust North American Energy Infrastructure Fund · $4.2BAlerian Energy Infrastructure ETF · $523M

+22.6%3 years · per year$18,412 · $19,910+25.8%

+15.6%5 years · per year$20,628 · $23,470+18.6%

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

2.80%12-mo yield$280 · $410 on $10k4.10%

−7.9%Worst dropSmaller wins−9.1%

11.1%VolatilityLower wins17.3%

2–4ENFR wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsEMLP · ENFR

7.3%ET8.2%

8.9%EPD7.1%

4.2%MPLX4.9%

3.8%KMI5.4%

Held in common33.6%

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 Three

5Y3 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.22%	−2.7%	+40.0%	+38.2%	+54.7%	+31.2%	−24.6%	$65.4B
2	BENFR	Alerian Energy Infrastructure ETFRead Desk	0.35%	4.10%	−3.6%	+23.5%	+30.1%	+25.8%	+18.6%	−9.1%	$523M
3	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

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.22%	−2.7%	+40.0%	+38.2%	+54.7%	+31.2%	−24.6%	$65.4B
2	BENFR	Alerian Energy Infrastructure ETFRead Desk	0.35%	4.10%	−3.6%	+23.5%	+30.1%	+25.8%	+18.6%	−9.1%	$523M
3	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

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 ENFR

EMLP

First Trust North American Energy Infrastructure Fund

$20,628

ENFR

Alerian Energy Infrastructure

$23,470

MeasureEMLPENFR

Fee0.95%0.35%

Cost on $10k a year$95$35

Yield2.80%4.10%

5 years, per year+15.6%+18.6%

3 years, per year+22.6%+25.8%

Worst drop · 1Y−7.9%−9.1%

Volatility · 1Y11.1%17.3%

4–2measures won
ENFR first

33.6%

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, ENFR, SMH

Today

33.6%most shared, EMLP and ENFR

EMLPENFRSMH

EMLP—33.6%0.0%

ENFR33.6%—0.0%

SMH0.0%0.0%—

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

Income After Fees on $10,000

$375most kept, ENFR

ENFR$410 − $35 = $375

EMLP$280 − $95 = $185

SMH$22 − $35 = −$13

KeptFee

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