EMLP vs PAVE

AEMLP

BPAVE

Measures won5–1EMLP wins · of 6 · 5Y

$10,000 · 5Y$33,824SMH · EMLP $20,216

Lowest cost0.35%SMH · $35 on $10k

Most income2.85%EMLP · $285 on $10k

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

Held in common4.1%EMLP and PAVE

EMLP

PAVE

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

+21.7%3 years · per year$18,039 · $17,989+21.6%

+15.1%5 years · per year$20,216 · $19,028+13.7%

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

2.85%12-mo yield$285 · $85 on $10k0.85%

−7.9%Worst dropSmaller wins−15.3%

11.2%VolatilityLower wins21.5%

5–1EMLP wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsEMLP · PAVE

2.0%SRE2.9%

1.3%J1.1%

1.4%TTEK0.6%

0.2%MTZ0.8%

Held in common4.1%

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	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$65.4B
2	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
3	BPAVE	Global X - U.S. Infrastructure Development ETFRead Desk	0.47%	0.85%	−5.9%	+6.3%	+7.4%	+21.6%	+13.7%	−15.3%	$14.2B

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	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$65.4B
2	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
3	BPAVE	Global X - U.S. Infrastructure Development ETFRead Desk	0.47%	0.85%	−5.9%	+6.3%	+7.4%	+21.6%	+13.7%	−15.3%	$14.2B

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 PAVE

EMLP

First Trust North American Energy Infrastructure Fund

$20,216

PAVE

Global X - U.S. Infrastructure Development

$19,029

MeasureEMLPPAVE

Fee0.95%0.47%

Cost on $10k a year$95$47

Yield2.85%0.85%

5 years, per year+15.1%+13.7%

3 years, per year+21.7%+21.6%

Worst drop · 1Y−7.9%−15.3%

Volatility · 1Y11.2%21.5%

5–1measures won
EMLP first

4.1%

holdings shared

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

SOXX vs SMH

YTD

iSharesSOXX

+31.6%

SMHVanEck

+24.3%

+31.6%Year to date+24.3%

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

$42.6BAssets$65.4B

2–0SOXX wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: EMLP, PAVE, SMH

Today

4.1%most shared, EMLP and PAVE

EMLPPAVESMH

EMLP—4.1%0.0%

PAVE4.1%—0.0%

SMH0.0%0.0%—

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

Income After Fees on $10,000

$190most kept, EMLP

EMLP$285 − $95 = $190

PAVE$85 − $47 = $38

SMH$25 − $35 = −$10

KeptFee

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