SRVR vs EMLP

ASRVR

BEMLP

Measures won2–4EMLP wins · of 6 · 5Y

$10,000 · 5Y$36,298SMH · EMLP $20,285

Lowest cost0.35%SMH · $35 on $10k

Most income4.81%SRVR · $481 on $10k

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

Held in common0.2%SRVR and EMLP

SRVR

EMLP

Pacer Data & Infrastructure Real Estate ETF · $279MFirst Trust North American Energy Infrastructure Fund · $4.1B

+5.5%3 years · per year$11,734 · $17,569+20.7%

−4.3%5 years · per year$8,014 · $20,285+15.2%

0.49%Expense ratio$49 · $95 on $10k · lower wins0.95%

4.81%12-mo yield$481 · $282 on $10k2.82%

−22.1%Worst dropSmaller wins−7.9%

19.6%VolatilityLower wins11.3%

2–4EMLP wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSRVR · EMLP

0.5%CEG0.2%

Held in common0.2%

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 Three

5Y3 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	BEMLP	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
3	ASRVR	Pacer Data & Infrastructure Real Estate ETFRead Desk	0.49%	4.81%	+2.8%	+3.3%	−1.4%	+5.5%	−4.3%	−22.1%	$279M

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

All Three

5Y3 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	BEMLP	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
3	ASRVR	Pacer Data & Infrastructure Real Estate ETFRead Desk	0.49%	4.81%	+2.8%	+3.3%	−1.4%	+5.5%	−4.3%	−22.1%	$279M

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

SRVR vs EMLP

SRVR

Pacer Data & Infrastructure Real Estate

$8,014

EMLP

First Trust North American Energy Infrastructure Fund

$20,285

MeasureSRVREMLP

Fee0.49%0.95%

Cost on $10k a year$49$95

Yield4.81%2.82%

5 years, per year−4.3%+15.2%

3 years, per year+5.5%+20.7%

Worst drop · 1Y−22.1%−7.9%

Volatility · 1Y19.6%11.3%

4–2measures won
EMLP first

0.2%

holdings shared

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

SOXX vs SMH

YTD

iSharesSOXX

+46.5%

SMHVanEck

+35.3%

+46.5%Year to date+35.3%

0.33% · $33Fee · on $10k a year0.35% · $35

$39.1BAssets$60.7B

2–0SOXX wins

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: EMLP, SRVR, SMH

Today

0.2%most shared, EMLP and SRVR

EMLPSRVRSMH

EMLP—0.2%0.0%

SRVR0.2%—0.0%

SMH0.0%0.0%—

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

Income After Fees on $10,000

$432most kept, SRVR

SRVR$481 − $49 = $432

EMLP$282 − $95 = $187

SMH$23 − $35 = −$12

KeptFee

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