EMLP vs ITA

AEMLP

BITA

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$20,603ITA · EMLP $20,336

Lowest cost0.37%ITA · $37 on $10k

Most income2.85%EMLP · $285 on $10k

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

Held in common0.0%EMLP and ITA

EMLP

ITA

First Trust North American Energy Infrastructure Fund · $4.2BiShares U.S. Aerospace & Defense ETF · $11.6B

+21.4%3 years · per year$17,913 · $19,113+24.1%

+15.3%5 years · per year$20,336 · $20,603+15.6%

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

2.85%12-mo yield$285 · $58 on $10k0.58%

−7.9%Worst dropSmaller wins−20.0%

11.2%VolatilityLower wins23.7%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsEMLP · ITA

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

Both

5Y2 funds

#			Trend
1	BITA	iShares U.S. Aerospace & Defense ETFRead Desk		0.37%	0.58%	+1.3%	−3.4%	−1.0%	+24.1%	+15.6%	−20.0%	$11.6B
2	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

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

Both

5Y2 funds

#			Trend
1	BITA	iShares U.S. Aerospace & Defense ETFRead Desk		0.37%	0.58%	+1.3%	−3.4%	−1.0%	+24.1%	+15.6%	−20.0%	$11.6B
2	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

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 ITA

EMLP

First Trust North American Energy Infrastructure Fund

$20,336

ITA

iShares U.S. Aerospace & Defense

$20,603

MeasureEMLPITA

Fee0.95%0.37%

Cost on $10k a year$95$37

Yield2.85%0.58%

5 years, per year+15.3%+15.6%

3 years, per year+21.4%+24.1%

Worst drop · 1Y−7.9%−20.0%

Volatility · 1Y11.2%23.7%

3–3measures won
level

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, ITA

Today

0.0%most shared, EMLP and ITA

EMLPITA

EMLP—0.0%

ITA0.0%—

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

ITA$58 − $37 = $21

KeptFee

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