EMLP vs MLPX

AEMLP

BMLPX

Measures won2–4MLPX wins · of 6 · 5Y

$10,000 · 5Y$34,950SMH · MLPX $23,364

Lowest cost0.35%SMH · $35 on $10k

Most income4.44%MLPX · $444 on $10k

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

Held in common26.3%EMLP and MLPX

EMLP

MLPX

First Trust North American Energy Infrastructure Fund · $4.1BGlobal X - MLP & Energy Infrastructure ETF · $3.4B

+21.4%3 years · per year$17,913 · $18,613+23.0%

+15.3%5 years · per year$20,336 · $23,364+18.5%

0.95%Expense ratio$95 · $45 on $10k · lower wins0.45%

2.85%12-mo yield$285 · $444 on $10k4.44%

−7.9%Worst dropSmaller wins−10.0%

11.2%VolatilityLower wins17.9%

2–4MLPX wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsEMLP · MLPX

8.9%EPD4.7%

4.4%MPLX4.6%

7.1%ET4.3%

3.5%KMI7.1%

Held in common26.3%

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 Four

5Y4 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$60.7B
2	BMLPX	Global X - MLP & Energy Infrastructure ETFRead Desk	0.45%	4.44%	−0.9%	+17.9%	+23.7%	+23.0%	+18.5%	−10.0%	$3.4B
3	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
4	IGV	iShares Expanded Tech-Software Sector ETFRead Desk	0.38%	0.02%	−0.1%	−6.4%	−11.5%	+13.3%	+2.4%	−33.2%	$12.4B

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

All Four

5Y4 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$60.7B
2	BMLPX	Global X - MLP & Energy Infrastructure ETFRead Desk	0.45%	4.44%	−0.9%	+17.9%	+23.7%	+23.0%	+18.5%	−10.0%	$3.4B
3	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
4	IGV	iShares Expanded Tech-Software Sector ETFRead Desk	0.38%	0.02%	−0.1%	−6.4%	−11.5%	+13.3%	+2.4%	−33.2%	$12.4B

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 MLPX

EMLP

First Trust North American Energy Infrastructure Fund

$20,336

MLPX

Global X - MLP & Energy Infrastructure

$23,364

MeasureEMLPMLPX

Fee0.95%0.45%

Cost on $10k a year$95$45

Yield2.85%4.44%

5 years, per year+15.3%+18.5%

3 years, per year+21.4%+23.0%

Worst drop · 1Y−7.9%−10.0%

Volatility · 1Y11.2%17.9%

4–2measures won
MLPX first

26.3%

holdings shared

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

SOXX vs SMH

YTD

iSharesSOXX

+36.2%

SMHVanEck

+28.8%

+36.2%Year to date+28.8%

0.33% · $33Fee · on $10k a year0.35% · $35

$39.1BAssets$60.7B

2–0SOXX wins

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

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

Overlap: EMLP, MLPX, SMH, IGV

Today

26.3%most shared, EMLP and MLPX

EMLPMLPXSMHIGV

EMLP—26.3%0.0%0.0%

MLPX26.3%—0.0%0.0%

SMH0.0%0.0%—4.9%

IGV0.0%0.0%4.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$399most kept, MLPX

MLPX$444 − $45 = $399

EMLP$285 − $95 = $190

SMH$24 − $35 = −$11

IGV$2 − $38 = −$36

KeptFee

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