EMLP vs IVV

AEMLP

BIVV

Measures won4–2EMLP wins · of 6 · 5Y

$10,000 · 5Y$28,442SOXX · EMLP $20,285

Lowest cost0.03%IVV · $3 on $10k

Most income2.82%EMLP · $282 on $10k

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

Held in common2.5%EMLP and IVV

EMLP

IVV

First Trust North American Energy Infrastructure Fund · $4.1BiShares Core S&P 500 ETF · $853B

+20.7%3 years · per year$17,569 · $18,159+22.0%

+15.2%5 years · per year$20,285 · $17,545+11.9%

0.95%Expense ratio$95 · $3 on $10k · lower wins0.03%

2.82%12-mo yield$282 · $111 on $10k1.11%

−7.9%Worst dropSmaller wins−8.9%

11.3%VolatilityLower wins13.8%

4–2EMLP wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsEMLP · IVV

1.4%NEE0.3%

1.7%SO0.2%

2.2%DUK0.2%

0.2%CEG0.1%

Held in common2.5%

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 Three

5Y3 funds

#
1	SOXX	iShares Semiconductor ETFRead Desk	0.33%	0.71%	+7.5%	+46.5%	+48.5%	+42.6%	+23.3%	−39.5%	$39.1B
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	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	SOXX	iShares Semiconductor ETFRead Desk	0.33%	0.71%	+7.5%	+46.5%	+48.5%	+42.6%	+23.3%	−39.5%	$39.1B
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	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B

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 IVV

EMLP

First Trust North American Energy Infrastructure Fund

$20,285

IVV

iShares Core S&P 500

$17,545

MeasureEMLPIVV

Fee0.95%0.03%

Cost on $10k a year$95$3

Yield2.82%1.11%

5 years, per year+15.2%+11.9%

3 years, per year+20.7%+22.0%

Worst drop · 1Y−7.9%−8.9%

Volatility · 1Y11.3%13.8%

4–2measures won
EMLP first

2.5%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

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

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 9, 2026

Overlap: EMLP, IVV, SOXX

Today

14.7%most shared, IVV and SOXX

EMLPIVVSOXX

EMLP—2.5%0.0%

IVV2.5%—14.7%

SOXX0.0%14.7%—

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

Income After Fees on $10,000

$187most kept, EMLP

EMLP$282 − $95 = $187

IVV$111 − $3 = $108

SOXX$71 − $33 = $38

KeptFee

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