EMLP vs REIX

AEMLP

BREIX

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$30,376SOXX · EMLP $20,628

Lowest cost0.33%SOXX · $33 on $10k

Most income2.80%EMLP · $280 on $10k

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

Held in common18.6%EMLP and REIX

EMLP

REIX

First Trust North American Energy Infrastructure Fund · $4.2BNYLIM CBRE Real Estate & Infrastructure ETF · $36M

+22.6%3 years · per year$18,412 · […][…]

+15.6%5 years · per year$20,628 · […][…]

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

2.80%12-mo yield$280 · $261 on $10k2.61%

−7.9%Worst dropSmaller wins[…]

11.1%VolatilityLower wins[…]

1–1Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsEMLP · REIX

1.8%XEL1.9%

1.6%WEC2.6%

2.4%ETR1.6%

2.7%PPL1.6%

Held in common18.6%

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	SOXX	iShares Semiconductor ETFRead Desk	0.33%	0.28%	−3.1%	+49.8%	+46.5%	+46.4%	+24.9%	−31.2%	$42.6B
2	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
3	BREIX	NYLIM CBRE Real Estate & Infrastructure ETFRead Desk	0.65%	2.61%	+2.0%	new	new	new	new	[…]	$36M

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	SOXX	iShares Semiconductor ETFRead Desk	0.33%	0.28%	−3.1%	+49.8%	+46.5%	+46.4%	+24.9%	−31.2%	$42.6B
2	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
3	BREIX	NYLIM CBRE Real Estate & Infrastructure ETFRead Desk	0.65%	2.61%	+2.0%	new	new	new	new	[…]	$36M

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 REIX

EMLP

First Trust North American Energy Infrastructure Fund

$20,628

REIX

NYLIM CBRE Real Estate & Infrastructure

[…]

MeasureEMLPREIX

Fee0.95%0.65%

Cost on $10k a year$95$65

Yield2.80%2.61%

5 years, per year+15.6%[…]

3 years, per year+22.6%[…]

Worst drop · 1Y−7.9%[…]

Volatility · 1Y11.1%[…]

1–1measures won
level

18.6%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+49.8%

SMHVanEck

+40.0%

+49.8%Year to date+40.0%

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

$42.6BAssets$65.4B

2–0SOXX wins

End-of-day Nov 4, 2026

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

Overlap: EMLP, REIX, SOXX

Today

18.6%most shared, EMLP and REIX

EMLPREIXSOXX

EMLP—18.6%0.0%

REIX18.6%—0.0%

SOXX0.0%0.0%—

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

Income After Fees on $10,000

$196most kept, REIX

REIX$261 − $65 = $196

EMLP$280 − $95 = $185

SOXX$28 − $33 = −$5

KeptFee

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