EMLP vs IFRA

AEMLP

BIFRA

Measures won5–1EMLP wins · of 6 · 5Y

$10,000 · 5Y$38,820SMH · EMLP $20,628

Lowest cost0.30%IFRA · $30 on $10k

Most income2.80%EMLP · $280 on $10k

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

Held in common30.9%EMLP and IFRA

EMLP

IFRA

First Trust North American Energy Infrastructure Fund · $4.2BiShares U.S. Infrastructure ETF · $4.0B

+22.6%3 years · per year$18,412 · $17,580+20.7%

+15.6%5 years · per year$20,628 · $17,812+12.2%

0.95%Expense ratio$95 · $30 on $10k · lower wins0.30%

2.80%12-mo yield$280 · $175 on $10k1.75%

−7.9%Worst dropSmaller wins−13.7%

11.1%VolatilityLower wins15.1%

5–1EMLP wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsEMLP · IFRA

2.3%DUK2.8%

2.0%SO3.1%

2.0%AEP2.0%

3.8%KMI1.8%

Held in common30.9%

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	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
3	BIFRA	iShares U.S. Infrastructure ETFRead Desk	0.30%	1.75%	−1.1%	+11.5%	+12.3%	+20.7%	+12.2%	−13.7%	$4.0B

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	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
3	BIFRA	iShares U.S. Infrastructure ETFRead Desk	0.30%	1.75%	−1.1%	+11.5%	+12.3%	+20.7%	+12.2%	−13.7%	$4.0B

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 IFRA

EMLP

First Trust North American Energy Infrastructure Fund

$20,628

IFRA

iShares U.S. Infrastructure

$17,812

MeasureEMLPIFRA

Fee0.95%0.30%

Cost on $10k a year$95$30

Yield2.80%1.75%

5 years, per year+15.6%+12.2%

3 years, per year+22.6%+20.7%

Worst drop · 1Y−7.9%−13.7%

Volatility · 1Y11.1%15.1%

5–1measures won
EMLP first

30.9%

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, IFRA, SMH

Today

30.9%most shared, EMLP and IFRA

EMLPIFRASMH

EMLP—30.9%0.0%

IFRA30.9%—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

$185most kept, EMLP

EMLP$280 − $95 = $185

IFRA$175 − $30 = $145

SMH$22 − $35 = −$13

KeptFee

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