EMLP vs IGV

AEMLP

BIGV

Measures won5–1EMLP wins · of 6 · 5Y

$10,000 · 5Y$20,628EMLP · IGV $12,032

Lowest cost0.38%IGV · $38 on $10k

Most income2.80%EMLP · $280 on $10k

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

Held in common0.0%EMLP and IGV

EMLP

IGV

First Trust North American Energy Infrastructure Fund · $4.2BiShares Expanded Tech-Software Sector ETF · $13.0B

+22.6%3 years · per year$18,412 · $15,526+15.8%

+15.6%5 years · per year$20,628 · $12,032+3.8%

0.95%Expense ratio$95 · $38 on $10k · lower wins0.38%

2.80%12-mo yield$280 · $2 on $10k0.02%

−7.9%Worst dropSmaller wins−35.5%

11.1%VolatilityLower wins32.7%

5–1EMLP wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsEMLP · IGV

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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	BIGV	iShares Expanded Tech-Software Sector ETFRead Desk	0.38%	0.02%	+0.9%	−2.0%	−10.5%	+15.8%	+3.8%	−35.5%	$13.0B
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	BIGV	iShares Expanded Tech-Software Sector ETFRead Desk	0.38%	0.02%	+0.9%	−2.0%	−10.5%	+15.8%	+3.8%	−35.5%	$13.0B
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 IGV

EMLP

First Trust North American Energy Infrastructure Fund

$20,628

IGV

iShares Expanded Tech-Software Sector

$12,032

MeasureEMLPIGV

Fee0.95%0.38%

Cost on $10k a year$95$38

Yield2.80%0.02%

5 years, per year+15.6%+3.8%

3 years, per year+22.6%+15.8%

Worst drop · 1Y−7.9%−35.5%

Volatility · 1Y11.1%32.7%

5–1measures won
EMLP first

0.0%

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, IGV, DRAM

Today

0.0%most shared, EMLP and IGV

EMLPIGVDRAM

EMLP—0.0%0.0%

IGV0.0%—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

$185most kept, EMLP

EMLP$280 − $95 = $185

IGV$2 − $38 = −$36

DRAM$0 − $65 = −$65

KeptFee

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