EMLP vs IGF

AEMLP

BIGF

Measures won4–2EMLP wins · of 6 · 5Y

$10,000 · 5Y$39,579SMH · SOXX $31,133

Lowest cost0.33%SOXX · $33 on $10k

Most income2.94%IGF · $294 on $10k

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

Held in common24.0%EMLP and IGF

EMLP

IGF

First Trust North American Energy Infrastructure Fund · $4.3BiShares Global Infrastructure ETF · $10.9B

+23.2%3 years · per year$18,685 · $17,513+20.5%

+15.6%5 years · per year$20,649 · $15,886+9.7%

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

2.77%12-mo yield$277 · $294 on $10k2.94%

−7.9%Worst dropSmaller wins−10.4%

11.1%VolatilityLower wins11.2%

4–2EMLP wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsEMLP · IGF

2.2%DUK2.7%

3.8%KMI2.2%

2.0%SO3.0%

2.4%OKE2.0%

Held in common24.0%

End-of-day Nov 3, 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%	0.21%	+2.0%	+44.0%	+43.3%	+56.1%	+31.7%	−24.6%	$65.8B
2	SOXX	iShares Semiconductor ETFRead Desk	0.33%	0.27%	+2.5%	+54.7%	+52.2%	+47.3%	+25.5%	−30.7%	$44.3B
3	AEMLP	First Trust North American Energy Infrastructure FundRead Desk	0.95%	2.77%	−0.5%	+19.2%	+21.0%	+23.2%	+15.6%	−7.9%	$4.3B
4	BIGF	iShares Global Infrastructure ETFRead Desk	0.37%	2.94%	−0.3%	+8.5%	+10.9%	+20.5%	+9.7%	−10.4%	$10.9B

End-of-day Nov 3, 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%	0.21%	+2.0%	+44.0%	+43.3%	+56.1%	+31.7%	−24.6%	$65.8B
2	SOXX	iShares Semiconductor ETFRead Desk	0.33%	0.27%	+2.5%	+54.7%	+52.2%	+47.3%	+25.5%	−30.7%	$44.3B
3	AEMLP	First Trust North American Energy Infrastructure FundRead Desk	0.95%	2.77%	−0.5%	+19.2%	+21.0%	+23.2%	+15.6%	−7.9%	$4.3B
4	BIGF	iShares Global Infrastructure ETFRead Desk	0.37%	2.94%	−0.3%	+8.5%	+10.9%	+20.5%	+9.7%	−10.4%	$10.9B

End-of-day Nov 3, 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

$20,650

IGF

iShares Global Infrastructure

$15,886

MeasureEMLPIGF

Fee0.95%0.37%

Cost on $10k a year$95$37

Yield2.77%2.94%

5 years, per year+15.6%+9.7%

3 years, per year+23.2%+20.5%

Worst drop · 1Y−7.9%−10.4%

Volatility · 1Y11.1%11.2%

4–2measures won
EMLP first

24.0%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: EMLP, IGF, SOXX, SMH

Today

69.0%most shared, SOXX and SMH

EMLPIGFSOXXSMH

EMLP—24.0%0.0%0.0%

IGF24.0%—0.0%0.0%

SOXX0.0%0.0%—69.0%

SMH0.0%0.0%69.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$257most kept, IGF

IGF$294 − $37 = $257

EMLP$277 − $95 = $182

SOXX$27 − $33 = −$6

SMH$21 − $35 = −$14

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee