IVV vs EMLP

AIVV

BEMLP

Measures won1–4EMLP wins · of 6 · 5Y

$10,000 · 5Y$35,140SMH · EMLP $20,762

Lowest cost0.03%IVV · $3 on $10k

Most income2.79%EMLP · $279 on $10k

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

Held in common2.5%IVV and EMLP

iShares Core S&P 500 ETF · $883BFirst Trust North American Energy Infrastructure Fund · $4.2B

+21.7%3 years · per year$18,019 · $18,047+21.7%

+11.7%5 years · per year$17,398 · $20,762+15.7%

0.03%Expense ratio$3 · $95 on $10k · lower wins0.95%

1.10%12-mo yield$110 · $279 on $10k

Cards for this view

IVV

iShares Core S&P 500

$17,398

EMLP

First Trust North American Energy Infrastructure Fund

$20,762

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.22%	−1.0%	+39.3%	+43.4%	+49.9%	+28.6%	−33.1%	$63.5B
2	BEMLP	First Trust North American Energy Infrastructure FundRead Desk	0.95%	2.79%	+0.3%	+18.4%	+17.6%	+21.7%	+15.7%	−7.9%	$4.2B
3	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.10%	−0.3%	+12.0%	+12.2%	+21.7%	+11.7%	−8.9%	$882.8B

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.22%	−1.0%	+39.3%	+43.4%	+49.9%	+28.6%	−33.1%	$63.5B
2	BEMLP	First Trust North American Energy Infrastructure FundRead Desk	0.95%	2.79%	+0.3%	+18.4%	+17.6%	+21.7%	+15.7%	−7.9%	$4.2B
3	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.10%	−0.3%	+12.0%	+12.2%	+21.7%	+11.7%	−8.9%	$882.8B

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