EMLP vs IGF

AEMLP

BIGF

Measures won4–2EMLP wins · of 6 · 5Y

$10,000 · 5Y$20,628EMLP · IGF $16,114

Lowest cost0.37%IGF · $37 on $10k

Most income2.91%IGF · $291 on $10k

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

Held in common23.7%EMLP and IGF

EMLP

IGF

First Trust North American Energy Infrastructure Fund · $4.2BiShares Global Infrastructure ETF · $10.9B

+22.6%3 years · per year$18,412 · $17,459+20.4%

+15.6%5 years · per year$20,628 · $16,114+10.0%

0.95%Expense ratio$95 · $37 on $10k · lower wins0.37%

2.80%12-mo yield$280 · $291 on $10k2.91%

−7.9%Worst dropSmaller wins−10.4%

11.1%VolatilityLower wins11.2%

4–2EMLP wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsEMLP · IGF

2.3%DUK2.7%

3.8%KMI2.1%

2.0%SO3.0%

2.0%AEP1.9%

Held in common23.7%

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	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	BIGF	iShares Global Infrastructure ETFRead Desk	0.37%	2.91%	+1.0%	+9.6%	+11.5%	+20.4%	+10.0%	−10.4%	$10.9B
3	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	−5.3%	new	new	new	new	[…]	$17.6B

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	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	BIGF	iShares Global Infrastructure ETFRead Desk	0.37%	2.91%	+1.0%	+9.6%	+11.5%	+20.4%	+10.0%	−10.4%	$10.9B
3	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	−5.3%	new	new	new	new	[…]	$17.6B

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 IGF

EMLP

First Trust North American Energy Infrastructure Fund

$20,628

IGF

iShares Global Infrastructure

$16,114

MeasureEMLPIGF

Fee0.95%0.37%

Cost on $10k a year$95$37

Yield2.80%2.91%

5 years, per year+15.6%+10.0%

3 years, per year+22.6%+20.4%

Worst drop · 1Y−7.9%−10.4%

Volatility · 1Y11.1%11.2%

4–2measures won
EMLP first

23.7%

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, IGF, DRAM

Today

23.7%most shared, EMLP and IGF

EMLPIGFDRAM

EMLP—23.7%0.0%

IGF23.7%—0.0%

DRAM0.0%0.0%—

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

Income After Fees on $10,000

$254most kept, IGF

IGF$291 − $37 = $254

EMLP$280 − $95 = $185

DRAM$0 − $65 = −$65

KeptFee

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