EMLP vs NGIF

AEMLP

BNGIF

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$39,579SMH · EMLP $20,650

Lowest cost0.35%SMH · $35 on $10k

Most income2.77%EMLP · $277 on $10k

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

Held in common25.4%EMLP and NGIF

EMLP

NGIF

First Trust North American Energy Infrastructure Fund · $4.3BNuveen Global Infrastructure Fund: ETF Class Shares · $530M

+23.2%3 years · per year$18,685 · […][…]

+15.6%5 years · per year$20,649 · […][…]

0.95%Expense ratio$95 · $88 on $10k · lower wins0.88%

2.77%12-mo yield$277 · $0 on $10k0.00%

−7.9%Worst dropSmaller wins[…]

11.1%VolatilityLower wins[…]

1–1Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsEMLP · NGIF

2.4%ETR4.8%

2.0%AEP5.7%

1.9%LNG3.2%

1.8%XEL3.6%

Held in common25.4%

End-of-day Nov 3, 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%	0.21%	+2.0%	+44.0%	+43.3%	+56.1%	+31.7%	−24.6%	$65.8B
2	AEMLP	First Trust North American Energy Infrastructure FundRead Desk	0.95%	2.77%	−0.5%	+19.2%	+21.0%	+23.2%	+15.6%	−7.9%	$4.3B
3	UTES	Virtus Reaves Utilities ETFRead Desk	0.49%	1.60%	+0.8%	−1.5%	−6.4%	+25.0%	+13.8%	−17.6%	$1.2B
4	BNGIF	Nuveen Global Infrastructure Fund: ETF Class SharesRead Desk	0.88%	0.00%	−0.5%	new	new	new	new	[…]	$530M

End-of-day Nov 3, 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%	0.21%	+2.0%	+44.0%	+43.3%	+56.1%	+31.7%	−24.6%	$65.8B
2	AEMLP	First Trust North American Energy Infrastructure FundRead Desk	0.95%	2.77%	−0.5%	+19.2%	+21.0%	+23.2%	+15.6%	−7.9%	$4.3B
3	UTES	Virtus Reaves Utilities ETFRead Desk	0.49%	1.60%	+0.8%	−1.5%	−6.4%	+25.0%	+13.8%	−17.6%	$1.2B
4	BNGIF	Nuveen Global Infrastructure Fund: ETF Class SharesRead Desk	0.88%	0.00%	−0.5%	new	new	new	new	[…]	$530M

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

Cards for this view

EMLP vs NGIF

EMLP

First Trust North American Energy Infrastructure Fund

$20,649

NGIF

Nuveen Global Infrastructure Fund: ETF Class Shares

[…]

MeasureEMLPNGIF

Fee0.95%0.88%

Cost on $10k a year$95$88

Yield2.77%0.00%

5 years, per year+15.6%[…]

3 years, per year+23.2%[…]

Worst drop · 1Y−7.9%[…]

Volatility · 1Y11.1%[…]

1–1measures won
level

25.4%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+54.7%

SMHVanEck

+44.0%

+54.7%Year to date+44.0%

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

$44.3BAssets$65.8B

2–0SOXX wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: EMLP, NGIF, UTES, SMH

Today

28.5%most shared, NGIF and UTES

EMLPNGIFUTESSMH

EMLP—25.4%20.4%0.0%

NGIF25.4%—28.5%0.0%

UTES20.4%28.5%—0.0%

SMH0.0%0.0%0.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$182most kept, EMLP

EMLP$277 − $95 = $182

UTES$160 − $49 = $111

SMH$21 − $35 = −$14

NGIF$0 − $88 = −$88

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee