EMLP vs KWH

AEMLP

BKWH

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$20,336EMLP

Lowest cost0.60%KWH · $60 on $10k

Most income2.85%EMLP · $285 on $10k

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

Held in common19.5%EMLP and KWH

EMLP

KWH

First Trust North American Energy Infrastructure Fund · $4.1BGMO Power Infrastructure ETF · $53M

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

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

0.95%Expense ratio$95 · $60 on $10k · lower wins0.60%

2.85%12-mo yield$285 · $0 on $10k0.00%

−7.9%Worst dropSmaller wins[…]

11.2%VolatilityLower wins[…]

1–1Level

$10,000 · 5 yearsOne scale

Shared top holdingsEMLP · KWH

2.2%DUK2.2%

2.0%AEP1.8%

1.6%LNG1.7%

2.4%ETR1.6%

Held in common19.5%

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

Both

5Y2 funds

#			Trend
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%	$4.1B
2	BKWH	GMO Power Infrastructure ETFRead Desk		0.60%	0.00%	+0.7%	new	new	new	new	[…]	$53M

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	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%	$4.1B
2	BKWH	GMO Power Infrastructure ETFRead Desk		0.60%	0.00%	+0.7%	new	new	new	new	[…]	$53M

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 KWH

EMLP

First Trust North American Energy Infrastructure Fund

$20,336

KWH

GMO Power Infrastructure

[…]

MeasureEMLPKWH

Fee0.95%0.60%

Cost on $10k a year$95$60

Yield2.85%0.00%

5 years, per year+15.3%[…]

3 years, per year+21.4%[…]

Worst drop · 1Y−7.9%[…]

Volatility · 1Y11.2%[…]

1–1measures won
level

19.5%

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%

$40.7BAssets$45.2B

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: EMLP, KWH

Today

19.5%most shared, EMLP and KWH

EMLPKWH

EMLP—19.5%

KWH19.5%—

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

KWH$0 − $60 = −$60

KeptFee

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