EMLP vs NFRA

AEMLP

BNFRA

Measures won2–4NFRA wins · of 6 · 5Y

$10,000 · 5Y$20,216EMLP · NFRA $13,116

Lowest cost0.48%NFRA · $48 on $10k

Most income5.74%NFRA · $574 on $10k

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

Held in common14.1%EMLP and NFRA

EMLP

NFRA

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

+21.7%3 years · per year$18,039 · $15,144+14.8%

+15.1%5 years · per year$20,216 · $13,116+5.6%

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

2.85%12-mo yield$285 · $574 on $10k5.74%

−7.9%Worst dropSmaller wins−7.3%

11.2%VolatilityLower wins11.0%

2–4NFRA wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsEMLP · NFRA

1.7%NEE2.5%

2.1%SO1.5%

2.3%DUK1.4%

2.0%AEP1.0%

Held in common14.1%

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	AEMLP	First Trust North American Energy Infrastructure FundRead Desk	0.95%	2.85%	−1.5%	+16.1%	+18.6%	+21.7%	+15.1%	−7.9%	$4.2B
2	BNFRA	Northern Trust STOXX Global Broad Infrastructure ETFRead Desk	0.48%	5.74%	−1.7%	+8.4%	+10.4%	+14.8%	+5.6%	−7.3%	$3.1B
3	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	−18.0%	new	new	new	new	[…]	$14.4B

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

All Three

5Y3 funds

#
1	AEMLP	First Trust North American Energy Infrastructure FundRead Desk	0.95%	2.85%	−1.5%	+16.1%	+18.6%	+21.7%	+15.1%	−7.9%	$4.2B
2	BNFRA	Northern Trust STOXX Global Broad Infrastructure ETFRead Desk	0.48%	5.74%	−1.7%	+8.4%	+10.4%	+14.8%	+5.6%	−7.3%	$3.1B
3	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	−18.0%	new	new	new	new	[…]	$14.4B

End-of-day Nov 5, 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

$20,216

NFRA

Northern Trust STOXX Global Broad Infrastructure

$13,116

MeasureEMLPNFRA

Fee0.95%0.48%

Cost on $10k a year$95$48

Yield2.85%5.74%

5 years, per year+15.1%+5.6%

3 years, per year+21.7%+14.8%

Worst drop · 1Y−7.9%−7.3%

Volatility · 1Y11.2%11.0%

4–2measures won
NFRA first

14.1%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: EMLP, NFRA, DRAM

Today

14.1%most shared, EMLP and NFRA

EMLPNFRADRAM

EMLP—14.1%0.0%

NFRA14.1%—0.0%

DRAM0.0%0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$526most kept, NFRA

NFRA$574 − $48 = $526

EMLP$285 − $95 = $190

DRAM$0 − $65 = −$65

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee