EMLP vs SRVR

AEMLP

BSRVR

Measures won4–2EMLP wins · of 6 · 5Y

$10,000 · 5Y$20,216EMLP · IGV $11,367

Lowest cost0.38%IGV · $38 on $10k

Most income4.96%SRVR · $496 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 · $279M

+21.7%3 years · per year$18,039 · $11,805+5.7%

+15.1%5 years · per year$20,216 · $7,741−5.0%

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

2.85%12-mo yield$285 · $496 on $10k4.96%

−7.9%Worst dropSmaller wins−22.1%

11.2%VolatilityLower wins19.4%

4–2EMLP wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsEMLP · SRVR

0.2%CEG0.5%

Held in common0.2%

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 Four

5Y4 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	IGV	iShares Expanded Tech-Software Sector ETFRead Desk	0.38%	0.02%	−4.4%	−6.3%	−11.6%	+13.6%	+2.6%	−33.3%	$12.4B
3	BSRVR	Pacer Data & Infrastructure Real Estate ETFRead Desk	0.49%	4.96%	−3.2%	+0.1%	−5.7%	+5.7%	−5.0%	−22.1%	$279M
4	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	−18.0%	new	new	new	new	[…]	$14.4B

End-of-day Nov 5, 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%	2.85%	−1.5%	+16.1%	+18.6%	+21.7%	+15.1%	−7.9%	$4.2B
2	IGV	iShares Expanded Tech-Software Sector ETFRead Desk	0.38%	0.02%	−4.4%	−6.3%	−11.6%	+13.6%	+2.6%	−33.3%	$12.4B
3	BSRVR	Pacer Data & Infrastructure Real Estate ETFRead Desk	0.49%	4.96%	−3.2%	+0.1%	−5.7%	+5.7%	−5.0%	−22.1%	$279M
4	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	−18.0%	new	new	new	new	[…]	$14.4B

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 SRVR

EMLP

First Trust North American Energy Infrastructure Fund

$20,216

SRVR

Pacer Data & Infrastructure Real Estate

$7,741

MeasureEMLPSRVR

Fee0.95%0.49%

Cost on $10k a year$95$49

Yield2.85%4.96%

5 years, per year+15.1%−5.0%

3 years, per year+21.7%+5.7%

Worst drop · 1Y−7.9%−22.1%

Volatility · 1Y11.2%19.4%

4–2measures won
EMLP first

0.2%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: EMLP, SRVR, DRAM, IGV

Today

0.2%most shared, EMLP and SRVR

EMLPSRVRDRAMIGV

EMLP—0.2%0.0%0.0%

SRVR0.2%—0.0%0.0%

DRAM0.0%0.0%—0.0%

IGV0.0%0.0%0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$447most kept, SRVR

SRVR$496 − $49 = $447

EMLP$285 − $95 = $190

IGV$2 − $38 = −$36

DRAM$0 − $65 = −$65

KeptFee

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