EMLP vs NBET

AEMLP

BNBET

Measures won4–1EMLP wins · of 6 · 5Y

$10,000 · 5Y$20,628EMLP

Lowest cost0.95%EMLP · $95 on $10k

Most income2.80%EMLP · $280 on $10k

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

Held in common29.3%EMLP and NBET

EMLP

NBET

First Trust North American Energy Infrastructure Fund · $4.2BNeuberger Berman Energy Transition & Infrastructure ETF · $56M

+22.6%3 years · per year$18,412 · $20,520+27.1%

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

0.95%Expense ratio$95 · $210 on $10k · lower wins2.10%

2.80%12-mo yield$280 · $250 on $10k2.50%

−7.9%Worst dropSmaller wins−8.0%

11.1%VolatilityLower wins16.7%

4–1EMLP wins

$10,000 · 5 yearsOne scale

Shared top holdingsEMLP · NBET

7.3%ET7.4%

8.9%EPD7.3%

3.7%PAGP2.1%

2.0%SRE2.0%

Held in common29.3%

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	BNBET	Neuberger Berman Energy Transition & Infrastructure ETFRead Desk		2.10%	2.50%	−4.3%	+25.6%	+29.0%	+27.1%	new	−8.0%	$56M

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	BNBET	Neuberger Berman Energy Transition & Infrastructure ETFRead Desk		2.10%	2.50%	−4.3%	+25.6%	+29.0%	+27.1%	new	−8.0%	$56M

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 NBET

EMLP

First Trust North American Energy Infrastructure Fund

$20,628

NBET

Neuberger Berman Energy Transition & Infrastructure

[…]

MeasureEMLPNBET

Fee0.95%2.10%

Cost on $10k a year$95$210

Yield2.80%2.50%

5 years, per year+15.6%[…]

3 years, per year+22.6%+27.1%

Worst drop · 1Y−7.9%−8.0%

Volatility · 1Y11.1%16.7%

4–1measures won
EMLP first

29.3%

holdings shared

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

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

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

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, NBET

Today

29.3%most shared, EMLP and NBET

EMLPNBET

EMLP—29.3%

NBET29.3%—

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

Income After Fees on $10,000

$185most kept, EMLP

EMLP$280 − $95 = $185

NBET$250 − $210 = $40

KeptFee

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