EMLP vs IPAV

AEMLP

BIPAV

Measures won3–1EMLP wins · of 6 · 5Y

$10,000 · 5Y$20,336EMLP · PAVE $19,175

Lowest cost0.47%PAVE · $47 on $10k

Most income2.85%EMLP · $285 on $10k

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

Held in common0.0%EMLP and IPAV

EMLP

IPAV

First Trust North American Energy Infrastructure Fund · $4.2BGlobal X Infrastructure Development ex-U.S. ETF · $6M

+21.4%3 years · per year$17,913 · […][…]

+15.3%5 years · per year$20,336 · […][…]

0.95%Expense ratio$95 · $55 on $10k · lower wins0.55%

2.85%12-mo yield$285 · $162 on $10k1.62%

−7.9%Worst dropSmaller wins−17.2%

11.2%VolatilityLower wins19.5%

3–1EMLP wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsEMLP · IPAV

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

Held in common0.0%

End-of-day Nov 6, 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%	2.85%	−0.1%	+16.1%	+17.7%	+21.4%	+15.3%	−7.9%	$4.2B
2	PAVE	Global X - U.S. Infrastructure Development ETFRead Desk	0.47%	0.84%	+0.8%	+7.2%	+7.7%	+21.4%	+13.9%	−15.3%	$14.0B
3	BIPAV	Global X Infrastructure Development ex-U.S. ETFRead Desk	0.55%	1.62%	0.0%	+0.4%	+4.5%	new	new	−17.2%	$6M

End-of-day Nov 6, 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%	2.85%	−0.1%	+16.1%	+17.7%	+21.4%	+15.3%	−7.9%	$4.2B
2	PAVE	Global X - U.S. Infrastructure Development ETFRead Desk	0.47%	0.84%	+0.8%	+7.2%	+7.7%	+21.4%	+13.9%	−15.3%	$14.0B
3	BIPAV	Global X Infrastructure Development ex-U.S. ETFRead Desk	0.55%	1.62%	0.0%	+0.4%	+4.5%	new	new	−17.2%	$6M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

EMLP vs IPAV

EMLP

First Trust North American Energy Infrastructure Fund

$20,336

IPAV

Global X Infrastructure Development ex-U.S.

[…]

MeasureEMLPIPAV

Fee0.95%0.55%

Cost on $10k a year$95$55

Yield2.85%1.62%

5 years, per year+15.3%[…]

3 years, per year+21.4%[…]

Worst drop · 1Y−7.9%−17.2%

Volatility · 1Y11.2%19.5%

3–1measures won
EMLP first

0.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: EMLP, IPAV, PAVE

Today

4.3%most shared, EMLP and PAVE

EMLPIPAVPAVE

EMLP—0.0%4.3%

IPAV0.0%—0.0%

PAVE4.3%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$190most kept, EMLP

EMLP$285 − $95 = $190

IPAV$162 − $55 = $107

PAVE$84 − $47 = $37

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee