EMLP vs SPY

AEMLP

BSPY

Measures won4–2EMLP wins · of 6 · 5Y

$10,000 · 5Y$20,285EMLP · VOO $17,543

Lowest cost0.03%VOO · $3 on $10k

Most income2.82%EMLP · $282 on $10k

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

Held in common2.5%EMLP and SPY

EMLP

SPY

First Trust North American Energy Infrastructure Fund · $4.1BState Street SPDR S&P 500 ETF · $778B

+20.7%3 years · per year$17,569 · $18,118+21.9%

+15.2%5 years · per year$20,285 · $17,493+11.8%

0.95%Expense ratio$95 · $9 on $10k · lower wins0.09%

2.82%12-mo yield$282 · $101 on $10k1.01%

−7.9%Worst dropSmaller wins−8.9%

11.3%VolatilityLower wins13.7%

4–2EMLP wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsEMLP · SPY

1.4%NEE0.3%

1.7%SO0.2%

2.2%DUK0.2%

0.2%CEG0.1%

Held in common2.5%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	AEMLP	First Trust North American Energy Infrastructure FundRead Desk	0.95%	2.82%	+1.0%	+17.2%	+18.4%	+20.7%	+15.2%	−7.9%	$4.1B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
3	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
4	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+6.3%	new	new	new	new	[…]	$14.7B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	AEMLP	First Trust North American Energy Infrastructure FundRead Desk	0.95%	2.82%	+1.0%	+17.2%	+18.4%	+20.7%	+15.2%	−7.9%	$4.1B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
3	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
4	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+6.3%	new	new	new	new	[…]	$14.7B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

EMLP vs SPY

EMLP

First Trust North American Energy Infrastructure Fund

$20,285

SPY

SPDR S&P 500

$17,493

MeasureEMLPSPY

Fee0.95%0.09%

Cost on $10k a year$95$9

Yield2.82%1.01%

5 years, per year+15.2%+11.8%

3 years, per year+20.7%+21.9%

Worst drop · 1Y−7.9%−8.9%

Volatility · 1Y11.3%13.7%

4–2measures won
EMLP first

2.5%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: EMLP, SPY, DRAM, VOO

Today

92.7%most shared, SPY and VOO

EMLPSPYDRAMVOO

EMLP—2.5%0.0%2.3%

SPY2.5%—1.7%92.7%

DRAM0.0%1.7%—2.8%

VOO2.3%92.7%2.8%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$187most kept, EMLP

EMLP$282 − $95 = $187

VOO$107 − $3 = $104

SPY$101 − $9 = $92

DRAM$0 − $65 = −$65

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee