EMLP vs JEPQ

AEMLP

BJEPQ

Measures won3–2EMLP wins · of 6 · 5Y

$10,000 · 5Y$20,628EMLP

Lowest cost0.35%JEPQ · $35 on $10k

Most income12.17%JEPQ · $1,217 on $10k

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

Held in common0.9%EMLP and JEPQ

EMLP

JEPQ

First Trust North American Energy Infrastructure Fund · $4.2BJPMorgan Nasdaq Equity Premium Income ETF · $42.1B

+22.6%3 years · per year$18,412 · $17,406+20.3%

+15.6%5 years · per year$20,628 · […][…]

0.95%Expense ratio$95 · $35 on $10k · lower wins0.35%

2.80%12-mo yield$280 · $1,217 on $10k12.17%

−7.9%Worst dropSmaller wins−8.8%

11.1%VolatilityLower wins15.5%

3–2EMLP wins

$10,000 · 5 yearsOne scale

Shared top holdingsEMLP · JEPQ

1.8%XEL0.3%

2.0%SO0.3%

1.6%NEE0.3%

0.2%CEG0.1%

Held in common0.9%

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

Both

5Y2 funds

#			Trend
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	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$42.1B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
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	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$42.1B

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 JEPQ

EMLP

First Trust North American Energy Infrastructure Fund

$20,628

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureEMLPJEPQ

Fee0.95%0.35%

Cost on $10k a year$95$35

Yield2.80%12.17%

5 years, per year+15.6%[…]

3 years, per year+22.6%+20.3%

Worst drop · 1Y−7.9%−8.8%

Volatility · 1Y11.1%15.5%

3–2measures won
EMLP first

0.9%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

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

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

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, JEPQ

Today

0.9%most shared, EMLP and JEPQ

EMLPJEPQ

EMLP—0.9%

JEPQ0.9%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

EMLP$280 − $95 = $185

KeptFee

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