EMLP vs UTES

AEMLP

BUTES

Measures won4–2EMLP wins · of 6 · 5Y

$10,000 · 5Y$20,650EMLP · UTES $19,089

Lowest cost0.08%XLF · $8 on $10k

Most income2.77%EMLP · $277 on $10k

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

Held in common20.4%EMLP and UTES

EMLP

UTES

First Trust North American Energy Infrastructure Fund · $4.3BVirtus Reaves Utilities ETF · $1.2B

+23.2%3 years · per year$18,685 · $19,515+25.0%

+15.6%5 years · per year$20,649 · $19,089+13.8%

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

2.77%12-mo yield$277 · $160 on $10k1.60%

−7.9%Worst dropSmaller wins−17.6%

11.1%VolatilityLower wins22.4%

4–2EMLP wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsEMLP · UTES

2.4%ETR4.9%

2.1%CMS3.6%

2.0%AEP4.8%

1.8%XEL7.3%

Held in common20.4%

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	BUTES	Virtus Reaves Utilities ETFRead Desk	0.49%	1.60%	+0.8%	−1.5%	−6.4%	+25.0%	+13.8%	−17.6%	$1.2B
3	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.44%	−0.6%	+5.7%	+10.9%	+24.0%	+9.0%	−14.8%	$54.2B

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	BUTES	Virtus Reaves Utilities ETFRead Desk	0.49%	1.60%	+0.8%	−1.5%	−6.4%	+25.0%	+13.8%	−17.6%	$1.2B
3	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.44%	−0.6%	+5.7%	+10.9%	+24.0%	+9.0%	−14.8%	$54.2B

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 UTES

EMLP

First Trust North American Energy Infrastructure Fund

$20,650

UTES

Virtus Reaves Utilities

$19,089

MeasureEMLPUTES

Fee0.95%0.49%

Cost on $10k a year$95$49

Yield2.77%1.60%

5 years, per year+15.6%+13.8%

3 years, per year+23.2%+25.0%

Worst drop · 1Y−7.9%−17.6%

Volatility · 1Y11.1%22.4%

4–2measures won
EMLP first

20.4%

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

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: EMLP, UTES, XLF

Today

20.4%most shared, EMLP and UTES

EMLPUTESXLF

EMLP—20.4%0.0%

UTES20.4%—0.0%

XLF0.0%0.0%—

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

XLF$144 − $8 = $136

UTES$160 − $49 = $111

KeptFee

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