EMLP vs GRID

AEMLP

BGRID

Measures won4–2EMLP wins · of 6 · 5Y

$10,000 · 5Y$20,628EMLP · GRID $17,186

Lowest cost0.56%GRID · $56 on $10k

Most income2.80%EMLP · $280 on $10k

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

Held in common0.2%EMLP and GRID

EMLP

GRID

First Trust North American Energy Infrastructure Fund · $4.2BFirst Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund · $11.3B

+22.6%3 years · per year$18,412 · $19,474+24.9%

+15.6%5 years · per year$20,628 · $17,186+11.4%

0.95%Expense ratio$95 · $56 on $10k · lower wins0.56%

2.80%12-mo yield$280 · $95 on $10k0.95%

−7.9%Worst dropSmaller wins−18.3%

11.1%VolatilityLower wins25.2%

4–2EMLP wins

$10,000 · 5 yearsOne scale

Shared top holdingsEMLP · GRID

0.1%PWR9.1%

0.3%MTZ0.1%

0.9%GNRC0.1%

Held in common0.2%

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

Both

5Y2 funds

#			Trend
1	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
2	BGRID	First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index FundRead Desk		0.56%	0.95%	−3.1%	+6.7%	+3.9%	+24.9%	+11.4%	−18.3%	$11.3B

End-of-day Nov 4, 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%	2.80%	−1.1%	+17.9%	+19.8%	+22.6%	+15.6%	−7.9%	$4.2B
2	BGRID	First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index FundRead Desk		0.56%	0.95%	−3.1%	+6.7%	+3.9%	+24.9%	+11.4%	−18.3%	$11.3B

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 GRID

EMLP

First Trust North American Energy Infrastructure Fund

$20,628

GRID

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund

$17,186

MeasureEMLPGRID

Fee0.95%0.56%

Cost on $10k a year$95$56

Yield2.80%0.95%

5 years, per year+15.6%+11.4%

3 years, per year+22.6%+24.9%

Worst drop · 1Y−7.9%−18.3%

Volatility · 1Y11.1%25.2%

4–2measures won
EMLP first

0.2%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: EMLP, GRID

Today

0.2%most shared, EMLP and GRID

EMLPGRID

EMLP—0.2%

GRID0.2%—

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

Income After Fees on $10,000

$185most kept, EMLP

EMLP$280 − $95 = $185

GRID$95 − $56 = $39

KeptFee

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