EMLP vs POWR

AEMLP

BPOWR

Measures won4–2EMLP wins · of 6 · 5Y

$10,000 · 5Y$34,950SMH · EMLP $20,336

Lowest cost0.35%SMH · $35 on $10k

Most income6.56%POWR · $656 on $10k

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

Held in common27.2%EMLP and POWR

EMLP

POWR

First Trust North American Energy Infrastructure Fund · $4.2BiShares U.S. Power Infrastructure ETF · $429M

+21.4%3 years · per year$17,913 · $11,405+4.5%

+15.3%5 years · per year$20,336 · $16,399+10.4%

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

2.85%12-mo yield$285 · $656 on $10k6.56%

−7.9%Worst dropSmaller wins−14.5%

11.2%VolatilityLower wins18.6%

4–2EMLP wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsEMLP · POWR

2.2%DUK4.3%

2.4%ETR2.2%

2.0%AEP2.9%

1.7%SO4.6%

Held in common27.2%

End-of-day Nov 6, 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%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$57.7B
2	AEMLP	First Trust North American Energy Infrastructure FundRead Desk	0.95%	2.85%	−0.1%	+16.1%	+17.7%	+21.4%	+15.3%	−7.9%	$4.2B
3	BPOWR	iShares U.S. Power Infrastructure ETFRead Desk	0.39%	6.56%	+1.3%	+4.1%	+0.4%	+4.5%	+10.4%	−14.5%	$429M
4	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+6.2%	new	new	new	new	[…]	$14.4B

End-of-day Nov 6, 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%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$57.7B
2	AEMLP	First Trust North American Energy Infrastructure FundRead Desk	0.95%	2.85%	−0.1%	+16.1%	+17.7%	+21.4%	+15.3%	−7.9%	$4.2B
3	BPOWR	iShares U.S. Power Infrastructure ETFRead Desk	0.39%	6.56%	+1.3%	+4.1%	+0.4%	+4.5%	+10.4%	−14.5%	$429M
4	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+6.2%	new	new	new	new	[…]	$14.4B

End-of-day Nov 6, 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

$20,336

POWR

iShares U.S. Power Infrastructure

$16,399

MeasureEMLPPOWR

Fee0.95%0.39%

Cost on $10k a year$95$39

Yield2.85%6.56%

5 years, per year+15.3%+10.4%

3 years, per year+21.4%+4.5%

Worst drop · 1Y−7.9%−14.5%

Volatility · 1Y11.2%18.6%

4–2measures won
EMLP first

27.2%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+36.2%

SMHVanEck

+28.8%

+36.2%Year to date+28.8%

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

$37.6BAssets$57.7B

2–0SOXX wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: EMLP, POWR, DRAM, SMH

Today

27.2%most shared, EMLP and POWR

EMLPPOWRDRAMSMH

EMLP—27.2%0.0%0.0%

POWR27.2%—0.0%0.0%

DRAM0.0%0.0%—3.1%

SMH0.0%0.0%3.1%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$617most kept, POWR

POWR$656 − $39 = $617

EMLP$285 − $95 = $190

SMH$24 − $35 = −$11

DRAM$0 − $65 = −$65

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee