EMLP vs SPY

AEMLP

BSPY

Measures won4–2EMLP wins · of 6 · 5Y

$10,000 · 5Y$20,216EMLP · IVV $17,151

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 common2.4%EMLP and SPY

EMLP

SPY

First Trust North American Energy Infrastructure Fund · $4.2BState Street SPDR S&P 500 ETF · $805B

+21.7%3 years · per year$18,039 · $18,174+22.0%

+15.1%5 years · per year$20,216 · $17,099+11.3%

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

2.85%12-mo yield$285 · $103 on $10k1.03%

−7.9%Worst dropSmaller wins−8.9%

11.2%VolatilityLower wins13.6%

4–2EMLP wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsEMLP · SPY

1.7%NEE0.3%

2.1%SO0.2%

2.3%DUK0.2%

0.5%WMB0.1%

Held in common2.4%

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	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B
3	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B

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	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B
3	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B

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 SPY

EMLP

First Trust North American Energy Infrastructure Fund

$20,216

SPY

SPDR S&P 500

$17,099

MeasureEMLPSPY

Fee0.95%0.09%

Cost on $10k a year$95$9

Yield2.85%1.03%

5 years, per year+15.1%+11.3%

3 years, per year+21.7%+22.0%

Worst drop · 1Y−7.9%−8.9%

Volatility · 1Y11.2%13.6%

4–2measures won
EMLP first

2.4%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: EMLP, SPY, IVV

Today

99.9%most shared, SPY and IVV

EMLPSPYIVV

EMLP—2.4%2.4%

SPY2.4%—99.9%

IVV2.4%99.9%—

End-of-day Nov 5, 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

SPY$103 − $9 = $94

KeptFee

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