EMLP vs REIX

AEMLP

BREIX

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$20,216EMLP · IGV $11,367

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 common18.5%EMLP and REIX

EMLP

REIX

First Trust North American Energy Infrastructure Fund · $4.2BNYLIM CBRE Real Estate & Infrastructure ETF · $37M

+21.7%3 years · per year$18,039 · […][…]

+15.1%5 years · per year$20,216 · […][…]

0.95%Expense ratio$95 · $65 on $10k · lower wins0.65%

2.85%12-mo yield$285 · $264 on $10k2.64%

−7.9%Worst dropSmaller wins[…]

11.2%VolatilityLower wins[…]

1–1Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsEMLP · REIX

1.8%XEL1.9%

1.7%WEC2.6%

2.4%ETR1.6%

2.8%PPL1.6%

Held in common18.5%

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	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
2	IGV	iShares Expanded Tech-Software Sector ETFRead Desk	0.38%	0.02%	−4.4%	−6.3%	−11.6%	+13.6%	+2.6%	−33.3%	$12.4B
3	BREIX	NYLIM CBRE Real Estate & Infrastructure ETFRead Desk	0.65%	2.64%	−1.1%	new	new	new	new	[…]	$37M

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	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
2	IGV	iShares Expanded Tech-Software Sector ETFRead Desk	0.38%	0.02%	−4.4%	−6.3%	−11.6%	+13.6%	+2.6%	−33.3%	$12.4B
3	BREIX	NYLIM CBRE Real Estate & Infrastructure ETFRead Desk	0.65%	2.64%	−1.1%	new	new	new	new	[…]	$37M

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 REIX

EMLP

First Trust North American Energy Infrastructure Fund

$20,216

REIX

NYLIM CBRE Real Estate & Infrastructure

[…]

MeasureEMLPREIX

Fee0.95%0.65%

Cost on $10k a year$95$65

Yield2.85%2.64%

5 years, per year+15.1%[…]

3 years, per year+21.7%[…]

Worst drop · 1Y−7.9%[…]

Volatility · 1Y11.2%[…]

1–1measures won
level

18.5%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: EMLP, REIX, IGV

Today

18.5%most shared, EMLP and REIX

EMLPREIXIGV

EMLP—18.5%0.0%

REIX18.5%—0.0%

IGV0.0%0.0%—

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

Income After Fees on $10,000

$199most kept, REIX

REIX$264 − $65 = $199

EMLP$285 − $95 = $190

IGV$2 − $38 = −$36

KeptFee

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