EMLP vs IVV

AEMLP

BIVV

Measures won4–2EMLP wins · of 6 · 5Y

$10,000 · 5Y$20,336EMLP · SPYM $17,192

Lowest cost0.02%SPYM · $2 on $10k

Most income2.85%EMLP · $285 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 · $4.2BiShares Core S&P 500 ETF · $853B

+21.4%3 years · per year$17,913 · $18,084+21.8%

+15.3%5 years · per year$20,336 · $17,177+11.4%

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

2.85%12-mo yield$285 · $114 on $10k1.14%

−7.9%Worst dropSmaller wins−8.9%

11.2%VolatilityLower wins13.6%

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 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	SPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B
3	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B

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	SPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B
3	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B

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 IVV

EMLP

First Trust North American Energy Infrastructure Fund

$20,336

IVV

iShares Core S&P 500

$17,177

MeasureEMLPIVV

Fee0.95%0.03%

Cost on $10k a year$95$3

Yield2.85%1.14%

5 years, per year+15.3%+11.4%

3 years, per year+21.4%+21.8%

Worst drop · 1Y−7.9%−8.9%

Volatility · 1Y11.2%13.6%

4–2measures won
EMLP first

2.5%

holdings shared

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

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

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026

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

Overlap: EMLP, IVV, SPYM

Today

99.9%most shared, IVV and SPYM

EMLPIVVSPYM

EMLP—2.5%2.5%

IVV2.5%—99.9%

SPYM2.5%99.9%—

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

IVV$114 − $3 = $111

SPYM$105 − $2 = $103

KeptFee

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