EMLP vs PAVE

AEMLP

BPAVE

Measures won3–2EMLP wins · of 6 · 5Y

$10,000 · 5Y$20,628EMLP · PAVE $20,624

Lowest cost0.47%PAVE · $47 on $10k

Most income2.80%EMLP · $280 on $10k

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

Held in common4.2%EMLP and PAVE

EMLP

PAVE

First Trust North American Energy Infrastructure Fund · $4.2BGlobal X - U.S. Infrastructure Development ETF · $14.2B

+22.6%3 years · per year$18,412 · $19,274+24.4%

+15.6%5 years · per year$20,628 · $20,624+15.6%

0.95%Expense ratio$95 · $47 on $10k · lower wins0.47%

2.80%12-mo yield$280 · $80 on $10k0.80%

−7.9%Worst dropSmaller wins−13.8%

11.1%VolatilityLower wins20.6%

3–2EMLP wins

$10,000 · 5 yearsOne scale

Shared top holdingsEMLP · PAVE

2.0%SRE2.9%

1.3%J1.1%

1.4%TTEK0.6%

0.3%MTZ0.9%

Held in common4.2%

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	BPAVE	Global X - U.S. Infrastructure Development ETFRead Desk		0.47%	0.80%	−1.7%	+13.0%	+13.0%	+24.4%	+15.6%	−13.8%	$14.2B

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	BPAVE	Global X - U.S. Infrastructure Development ETFRead Desk		0.47%	0.80%	−1.7%	+13.0%	+13.0%	+24.4%	+15.6%	−13.8%	$14.2B

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 PAVE

EMLP

First Trust North American Energy Infrastructure Fund

$20,628

PAVE

Global X - U.S. Infrastructure Development

$20,624

MeasureEMLPPAVE

Fee0.95%0.47%

Cost on $10k a year$95$47

Yield2.80%0.80%

5 years, per year+15.6%+15.6%

3 years, per year+22.6%+24.4%

Worst drop · 1Y−7.9%−13.8%

Volatility · 1Y11.1%20.6%

3–2measures won
EMLP first

4.2%

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, PAVE

Today

4.2%most shared, EMLP and PAVE

EMLPPAVE

EMLP—4.2%

PAVE4.2%—

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

PAVE$80 − $47 = $33

KeptFee

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