EMLP vs SRVR

AEMLP

BSRVR

Measures won4–2EMLP wins · of 6 · 5Y

$10,000 · 5Y$20,628EMLP · SRVR $8,102

Lowest cost0.49%SRVR · $49 on $10k

Most income4.80%SRVR · $480 on $10k

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

Held in common0.2%EMLP and SRVR

EMLP

SRVR

First Trust North American Energy Infrastructure Fund · $4.2BPacer Data & Infrastructure Real Estate ETF · $287M

+22.6%3 years · per year$18,412 · $12,454+7.6%

+15.6%5 years · per year$20,628 · $8,102−4.1%

0.95%Expense ratio$95 · $49 on $10k · lower wins0.49%

2.80%12-mo yield$280 · $480 on $10k4.80%

−7.9%Worst dropSmaller wins−22.1%

11.1%VolatilityLower wins19.2%

4–2EMLP wins

$10,000 · 5 yearsOne scale

Shared top holdingsEMLP · SRVR

0.2%CEG0.5%

Held in common0.2%

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

Both

5Y2 funds

#			Trend
1	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
2	BSRVR	Pacer Data & Infrastructure Real Estate ETFRead Desk		0.49%	4.80%	+2.4%	+3.4%	−3.0%	+7.6%	−4.1%	−22.1%	$287M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	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
2	BSRVR	Pacer Data & Infrastructure Real Estate ETFRead Desk		0.49%	4.80%	+2.4%	+3.4%	−3.0%	+7.6%	−4.1%	−22.1%	$287M

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 SRVR

EMLP

First Trust North American Energy Infrastructure Fund

$20,628

SRVR

Pacer Data & Infrastructure Real Estate

$8,102

MeasureEMLPSRVR

Fee0.95%0.49%

Cost on $10k a year$95$49

Yield2.80%4.80%

5 years, per year+15.6%−4.1%

3 years, per year+22.6%+7.6%

Worst drop · 1Y−7.9%−22.1%

Volatility · 1Y11.1%19.2%

4–2measures won
EMLP first

0.2%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: EMLP, SRVR

Today

0.2%most shared, EMLP and SRVR

EMLPSRVR

EMLP—0.2%

SRVR0.2%—

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

Income After Fees on $10,000

$431most kept, SRVR

SRVR$480 − $49 = $431

EMLP$280 − $95 = $185

KeptFee

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