EMLP vs SPYM

AEMLP

BSPYM

Measures won4–2EMLP wins · of 6 · 5Y

$10,000 · 5Y$20,650EMLP · SPYM $17,749

Lowest cost0.02%SPYM · $2 on $10k

Most income2.77%EMLP · $277 on $10k

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

Held in common2.5%EMLP and SPYM

EMLP

SPYM

First Trust North American Energy Infrastructure Fund · $4.3BState Street SPDR Portfolio S&P 500 ETF · $185B

+23.2%3 years · per year$18,685 · $19,092+24.1%

+15.6%5 years · per year$20,649 · $17,749+12.2%

0.95%Expense ratio$95 · $2 on $10k · lower wins0.02%

2.77%12-mo yield$277 · $103 on $10k1.03%

−7.9%Worst dropSmaller wins−8.9%

11.1%VolatilityLower wins12.7%

4–2EMLP wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsEMLP · SPYM

1.6%NEE0.3%

2.0%SO0.2%

2.2%DUK0.1%

0.5%WMB0.1%

Held in common2.5%

End-of-day Nov 3, 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%	2.77%	−0.5%	+19.2%	+21.0%	+23.2%	+15.6%	−7.9%	$4.3B
2	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$185.3B
3	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+0.3%	+11.5%	+11.8%	+24.0%	+12.1%	−8.9%	$798.0B

End-of-day Nov 3, 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%	2.77%	−0.5%	+19.2%	+21.0%	+23.2%	+15.6%	−7.9%	$4.3B
2	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$185.3B
3	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+0.3%	+11.5%	+11.8%	+24.0%	+12.1%	−8.9%	$798.0B

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

Cards for this view

EMLP vs SPYM

EMLP

First Trust North American Energy Infrastructure Fund

$20,650

SPYM

SPDR Portfolio S&P 500

$17,749

MeasureEMLPSPYM

Fee0.95%0.02%

Cost on $10k a year$95$2

Yield2.77%1.03%

5 years, per year+15.6%+12.2%

3 years, per year+23.2%+24.1%

Worst drop · 1Y−7.9%−8.9%

Volatility · 1Y11.1%12.7%

4–2measures won
EMLP first

2.5%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: EMLP, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

EMLPSPYMSPY

EMLP—2.5%2.5%

SPYM2.5%—99.9%

SPY2.5%99.9%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$182most kept, EMLP

EMLP$277 − $95 = $182

SPYM$103 − $2 = $101

SPY$101 − $9 = $92

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee