EMLP vs QQQ

AEMLP

BQQQ

Measures won4–2EMLP wins · of 6 · 5Y

$10,000 · 5Y$20,336EMLP · QQQ $17,509

Lowest cost0.03%IVV · $3 on $10k

Most income2.85%EMLP · $285 on $10k

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

Held in common1.0%EMLP and QQQ

EMLP

QQQ

First Trust North American Energy Infrastructure Fund · $4.2BInvesco QQQ Trust, Series 1 · $469B

+21.4%3 years · per year$17,913 · $18,694+23.2%

+15.3%5 years · per year$20,336 · $17,509+11.9%

0.95%Expense ratio$95 · $18 on $10k · lower wins0.18%

2.85%12-mo yield$285 · $47 on $10k0.47%

−7.9%Worst dropSmaller wins−14.8%

11.2%VolatilityLower wins21.3%

4–2EMLP wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsEMLP · QQQ

2.0%AEP0.3%

1.7%XEL0.2%

0.3%EXC0.2%

0.2%CEG0.4%

Held in common1.0%

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	BQQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.47%	+1.4%	+7.2%	+5.8%	+23.2%	+11.9%	−14.8%	$469.3B
3	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B

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	BQQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.47%	+1.4%	+7.2%	+5.8%	+23.2%	+11.9%	−14.8%	$469.3B
3	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B

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 QQQ

EMLP

First Trust North American Energy Infrastructure Fund

$20,336

QQQ

Invesco QQQ Trust

$17,509

MeasureEMLPQQQ

Fee0.95%0.18%

Cost on $10k a year$95$18

Yield2.85%0.47%

5 years, per year+15.3%+11.9%

3 years, per year+21.4%+23.2%

Worst drop · 1Y−7.9%−14.8%

Volatility · 1Y11.2%21.3%

4–2measures won
EMLP first

1.0%

holdings shared

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

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

QQQM vs QQQ

YTD

InvescoQQQM

+7.2%

QQQInvesco

+7.2%

+7.2%Year to date+7.2%

0.15% · $15Fee · on $10k a year0.18% · $18

$107BAssets$469B

1–0QQQM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026

Overlap: EMLP, QQQ, IVV

Today

52.1%most shared, QQQ and IVV

EMLPQQQIVV

EMLP—1.0%2.5%

QQQ1.0%—52.1%

IVV2.5%52.1%—

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

IVV$114 − $3 = $111

QQQ$47 − $18 = $29

KeptFee

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