EMLP vs PWRZ

AEMLP

BPWRZ

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$20,336EMLP · IGV $11,265

Lowest cost0.38%IGV · $38 on $10k

Most income2.85%EMLP · $285 on $10k

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

Held in common7.1%EMLP and PWRZ

EMLP

PWRZ

First Trust North American Energy Infrastructure Fund · $4.2BTrueShares Eagle Global Next Gen Power Infrastructure ETF · $12M

+21.4%3 years · per year$17,913 · […][…]

+15.3%5 years · per year$20,336 · […][…]

0.95%Expense ratio$95 · $75 on $10k · lower wins0.75%

2.85%12-mo yield$285 · $167 on $10k1.67%

−7.9%Worst dropSmaller wins[…]

11.2%VolatilityLower wins[…]

1–1Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsEMLP · PWRZ

2.0%AEP9.8%

2.2%DUK2.0%

1.4%NEE6.9%

1.2%CWEN5.9%

Held in common7.1%

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 Three

5Y3 funds

#
1	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
2	IGV	iShares Expanded Tech-Software Sector ETFRead Desk	0.38%	0.02%	−0.1%	−6.4%	−11.5%	+13.3%	+2.4%	−33.2%	$12.4B
3	BPWRZ	TrueShares Eagle Global Next Gen Power Infrastructure ETFRead Desk	0.75%	1.67%	−1.7%	new	new	new	new	[…]	$12M

End-of-day Nov 6, 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%	2.85%	−0.1%	+16.1%	+17.7%	+21.4%	+15.3%	−7.9%	$4.2B
2	IGV	iShares Expanded Tech-Software Sector ETFRead Desk	0.38%	0.02%	−0.1%	−6.4%	−11.5%	+13.3%	+2.4%	−33.2%	$12.4B
3	BPWRZ	TrueShares Eagle Global Next Gen Power Infrastructure ETFRead Desk	0.75%	1.67%	−1.7%	new	new	new	new	[…]	$12M

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 PWRZ

EMLP

First Trust North American Energy Infrastructure Fund

$20,336

PWRZ

TrueShares Eagle Global Next Gen Power Infrastructure

[…]

MeasureEMLPPWRZ

Fee0.95%0.75%

Cost on $10k a year$95$75

Yield2.85%1.67%

5 years, per year+15.3%[…]

3 years, per year+21.4%[…]

Worst drop · 1Y−7.9%[…]

Volatility · 1Y11.2%[…]

1–1measures won
level

7.1%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: EMLP, PWRZ, IGV

Today

7.1%most shared, EMLP and PWRZ

EMLPPWRZIGV

EMLP—7.1%0.0%

PWRZ7.1%—0.0%

IGV0.0%0.0%—

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

Income After Fees on $10,000

$190most kept, EMLP

EMLP$285 − $95 = $190

PWRZ$167 − $75 = $92

IGV$2 − $38 = −$36

KeptFee

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