EMLP vs NFRA

AEMLP

BNFRA

Measures won2–4NFRA wins · of 6 · 5Y

$10,000 · 5Y$34,950SMH · EMLP $20,336

Lowest cost0.35%SMH · $35 on $10k

Most income5.79%NFRA · $579 on $10k

Smallest drop−7.3%NFRA · worst fall in 1Y

Held in common13.6%EMLP and NFRA

EMLP

NFRA

First Trust North American Energy Infrastructure Fund · $4.2BNorthern Trust STOXX Global Broad Infrastructure ETF · $3.1B

+21.4%3 years · per year$17,913 · $14,866+14.1%

+15.3%5 years · per year$20,336 · $13,102+5.6%

0.95%Expense ratio$95 · $48 on $10k · lower wins0.48%

2.85%12-mo yield$285 · $579 on $10k5.79%

−7.9%Worst dropSmaller wins−7.3%

11.2%VolatilityLower wins11.0%

2–4NFRA wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsEMLP · NFRA

1.7%SO1.5%

1.4%NEE2.5%

2.2%DUK1.4%

2.0%AEP0.9%

Held in common13.6%

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%	$57.7B
2	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
3	CIBR	First Trust Nasdaq Cybersecurity ETFRead Desk	0.58%	0.43%	0.0%	+27.7%	+21.1%	+27.4%	+11.5%	−20.6%	$16.9B
4	BNFRA	Northern Trust STOXX Global Broad Infrastructure ETFRead Desk	0.48%	5.79%	−0.9%	+7.4%	+9.2%	+14.1%	+5.6%	−7.3%	$3.1B

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%	$57.7B
2	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
3	CIBR	First Trust Nasdaq Cybersecurity ETFRead Desk	0.58%	0.43%	0.0%	+27.7%	+21.1%	+27.4%	+11.5%	−20.6%	$16.9B
4	BNFRA	Northern Trust STOXX Global Broad Infrastructure ETFRead Desk	0.48%	5.79%	−0.9%	+7.4%	+9.2%	+14.1%	+5.6%	−7.3%	$3.1B

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 NFRA

EMLP

First Trust North American Energy Infrastructure Fund

$20,336

NFRA

Northern Trust STOXX Global Broad Infrastructure

$13,103

MeasureEMLPNFRA

Fee0.95%0.48%

Cost on $10k a year$95$48

Yield2.85%5.79%

5 years, per year+15.3%+5.6%

3 years, per year+21.4%+14.1%

Worst drop · 1Y−7.9%−7.3%

Volatility · 1Y11.2%11.0%

4–2measures won
NFRA first

13.6%

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

$37.6BAssets$57.7B

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: EMLP, NFRA, CIBR, SMH

Today

13.6%most shared, EMLP and NFRA

EMLPNFRACIBRSMH

EMLP—13.6%0.0%0.0%

NFRA13.6%—0.0%0.0%

CIBR0.0%0.0%—5.9%

SMH0.0%0.0%5.9%—

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

Income After Fees on $10,000

$531most kept, NFRA

NFRA$579 − $48 = $531

EMLP$285 − $95 = $190

SMH$24 − $35 = −$11

CIBR$43 − $58 = −$15

KeptFee

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