EMLP vs NFRA

AEMLP

BNFRA

Measures won2–4NFRA wins · of 6 · 5Y

$10,000 · 5Y$38,820SMH · EMLP $20,628

Lowest cost0.35%SMH · $35 on $10k

Most income5.64%NFRA · $564 on $10k

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

Held in common14.3%EMLP and NFRA

EMLP

NFRA

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

+22.6%3 years · per year$18,412 · $15,521+15.8%

+15.6%5 years · per year$20,628 · $13,443+6.1%

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

2.80%12-mo yield$280 · $564 on $10k5.64%

−7.9%Worst dropSmaller wins−7.3%

11.1%VolatilityLower wins10.9%

2–4NFRA wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsEMLP · NFRA

1.6%NEE2.4%

2.0%SO1.5%

2.3%DUK1.4%

2.0%AEP1.0%

Held in common14.3%

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

All Three

5Y3 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.22%	−2.7%	+40.0%	+38.2%	+54.7%	+31.2%	−24.6%	$65.4B
2	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
3	BNFRA	Northern Trust STOXX Global Broad Infrastructure ETFRead Desk	0.48%	5.64%	+1.9%	+10.4%	+11.7%	+15.8%	+6.1%	−7.3%	$3.1B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.22%	−2.7%	+40.0%	+38.2%	+54.7%	+31.2%	−24.6%	$65.4B
2	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
3	BNFRA	Northern Trust STOXX Global Broad Infrastructure ETFRead Desk	0.48%	5.64%	+1.9%	+10.4%	+11.7%	+15.8%	+6.1%	−7.3%	$3.1B

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 NFRA

EMLP

First Trust North American Energy Infrastructure Fund

$20,628

NFRA

Northern Trust STOXX Global Broad Infrastructure

$13,443

MeasureEMLPNFRA

Fee0.95%0.48%

Cost on $10k a year$95$48

Yield2.80%5.64%

5 years, per year+15.6%+6.1%

3 years, per year+22.6%+15.8%

Worst drop · 1Y−7.9%−7.3%

Volatility · 1Y11.1%10.9%

4–2measures won
NFRA first

14.3%

holdings shared

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

SOXX vs SMH

YTD

iSharesSOXX

+49.8%

SMHVanEck

+40.0%

+49.8%Year to date+40.0%

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

$42.6BAssets$65.4B

2–0SOXX wins

End-of-day Nov 4, 2026

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

Overlap: EMLP, NFRA, SMH

Today

14.3%most shared, EMLP and NFRA

EMLPNFRASMH

EMLP—14.3%0.0%

NFRA14.3%—0.0%

SMH0.0%0.0%—

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

Income After Fees on $10,000

$516most kept, NFRA

NFRA$564 − $48 = $516

EMLP$280 − $95 = $185

SMH$22 − $35 = −$13

KeptFee

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