EMLP vs IGF

AEMLP

BIGF

Measures won4–2EMLP wins · of 6 · 5Y

$10,000 · 5Y$36,298SMH · EMLP $20,285

Lowest cost0.35%SMH · $35 on $10k

Most income2.90%IGF · $290 on $10k

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

Held in common22.4%EMLP and IGF

EMLP

IGF

First Trust North American Energy Infrastructure Fund · $4.1BiShares Global Infrastructure ETF · $11.0B

+20.7%3 years · per year$17,569 · $16,775+18.8%

+15.2%5 years · per year$20,285 · $16,009+9.9%

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

2.82%12-mo yield$282 · $290 on $10k2.90%

−7.9%Worst dropSmaller wins−10.4%

11.3%VolatilityLower wins11.5%

4–2EMLP wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsEMLP · IGF

2.2%DUK2.8%

3.5%KMI1.9%

2.0%AEP1.9%

2.2%OKE1.8%

Held in common22.4%

End-of-day Nov 9, 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%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	AEMLP	First Trust North American Energy Infrastructure FundRead Desk	0.95%	2.82%	+1.0%	+17.2%	+18.4%	+20.7%	+15.2%	−7.9%	$4.1B
3	BIGF	iShares Global Infrastructure ETFRead Desk	0.37%	2.90%	+2.2%	+10.0%	+12.2%	+18.8%	+9.9%	−10.4%	$11.0B
4	IGV	iShares Expanded Tech-Software Sector ETFRead Desk	0.38%	0.02%	+2.6%	−4.0%	−7.2%	+13.6%	+3.0%	−33.2%	$12.8B

End-of-day Nov 9, 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%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	AEMLP	First Trust North American Energy Infrastructure FundRead Desk	0.95%	2.82%	+1.0%	+17.2%	+18.4%	+20.7%	+15.2%	−7.9%	$4.1B
3	BIGF	iShares Global Infrastructure ETFRead Desk	0.37%	2.90%	+2.2%	+10.0%	+12.2%	+18.8%	+9.9%	−10.4%	$11.0B
4	IGV	iShares Expanded Tech-Software Sector ETFRead Desk	0.38%	0.02%	+2.6%	−4.0%	−7.2%	+13.6%	+3.0%	−33.2%	$12.8B

End-of-day Nov 9, 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

$20,285

IGF

iShares Global Infrastructure

$16,009

MeasureEMLPIGF

Fee0.95%0.37%

Cost on $10k a year$95$37

Yield2.82%2.90%

5 years, per year+15.2%+9.9%

3 years, per year+20.7%+18.8%

Worst drop · 1Y−7.9%−10.4%

Volatility · 1Y11.3%11.5%

4–2measures won
EMLP first

22.4%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+46.5%

SMHVanEck

+35.3%

+46.5%Year to date+35.3%

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

$37.5BAssets$60.7B

2–0SOXX wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: EMLP, IGF, SMH, IGV

Today

22.4%most shared, EMLP and IGF

EMLPIGFSMHIGV

EMLP—22.4%0.0%0.0%

IGF22.4%—0.0%0.0%

SMH0.0%0.0%—4.8%

IGV0.0%0.0%4.8%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$253most kept, IGF

IGF$290 − $37 = $253

EMLP$282 − $95 = $187

SMH$23 − $35 = −$12

IGV$2 − $38 = −$36

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee