EMLP vs POWR

AEMLP

BPOWR

Measures won4–2EMLP wins · of 6 · 5Y

$10,000 · 5Y$20,628EMLP · POWR $16,569

Lowest cost0.39%POWR · $39 on $10k

Most income6.40%POWR · $640 on $10k

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

Held in common27.0%EMLP and POWR

EMLP

POWR

First Trust North American Energy Infrastructure Fund · $4.2BiShares U.S. Power Infrastructure ETF · $444M

+22.6%3 years · per year$18,412 · $11,616+5.1%

+15.6%5 years · per year$20,628 · $16,569+10.6%

0.95%Expense ratio$95 · $39 on $10k · lower wins0.39%

2.80%12-mo yield$280 · $640 on $10k6.40%

−7.9%Worst dropSmaller wins−13.8%

11.1%VolatilityLower wins18.3%

4–2EMLP wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsEMLP · POWR

2.3%DUK3.9%

2.0%SO4.3%

2.4%ETR2.0%

2.0%AEP2.8%

Held in common27.0%

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	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	BPOWR	iShares U.S. Power Infrastructure ETFRead Desk	0.39%	6.40%	−2.3%	+6.6%	+3.4%	+5.1%	+10.6%	−13.8%	$444M
3	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	−5.3%	new	new	new	new	[…]	$17.6B

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	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	BPOWR	iShares U.S. Power Infrastructure ETFRead Desk	0.39%	6.40%	−2.3%	+6.6%	+3.4%	+5.1%	+10.6%	−13.8%	$444M
3	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	−5.3%	new	new	new	new	[…]	$17.6B

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 POWR

EMLP

First Trust North American Energy Infrastructure Fund

$20,628

POWR

iShares U.S. Power Infrastructure

$16,569

MeasureEMLPPOWR

Fee0.95%0.39%

Cost on $10k a year$95$39

Yield2.80%6.40%

5 years, per year+15.6%+10.6%

3 years, per year+22.6%+5.1%

Worst drop · 1Y−7.9%−13.8%

Volatility · 1Y11.1%18.3%

4–2measures won
EMLP first

27.0%

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, POWR, DRAM

Today

27.0%most shared, EMLP and POWR

EMLPPOWRDRAM

EMLP—27.0%0.0%

POWR27.0%—0.0%

DRAM0.0%0.0%—

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

Income After Fees on $10,000

$601most kept, POWR

POWR$640 − $39 = $601

EMLP$280 − $95 = $185

DRAM$0 − $65 = −$65

KeptFee

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