EMLP vs VIG

AEMLP

BVIG

Measures won3–2EMLP wins · of 6 · 5Y

$10,000 · 5Y$20,336EMLP · CIBR $17,242

Lowest cost0.04%VIG · $4 on $10k

Most income3.00%SCHD · $300 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common2.8%EMLP and VIG

EMLP

VIG

First Trust North American Energy Infrastructure Fund · $4.2BVanguard Dividend Appreciation ETF · $109B

+21.4%3 years · per year$17,913 · $16,669+18.6%

+15.3%5 years · per year$20,336 · $16,243+10.2%

0.95%Expense ratio$95 · $4 on $10k · lower wins0.04%

2.85%12-mo yield$285 · $150 on $10k1.50%

−7.9%Worst dropSmaller wins−7.9%

11.2%VolatilityLower wins10.8%

3–2EMLP wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsEMLP · VIG

1.4%NEE0.7%

0.4%CMI0.3%

2.0%AEP0.3%

2.0%SRE0.2%

Held in common2.8%

End-of-day Nov 6, 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%	−0.1%	+16.1%	+17.7%	+21.4%	+15.3%	−7.9%	$4.2B
2	CIBR	First Trust Nasdaq Cybersecurity ETFRead Desk	0.58%	0.43%	0.0%	+27.7%	+21.1%	+27.4%	+11.5%	−20.6%	$16.9B
3	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
4	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B

End-of-day Nov 6, 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%	−0.1%	+16.1%	+17.7%	+21.4%	+15.3%	−7.9%	$4.2B
2	CIBR	First Trust Nasdaq Cybersecurity ETFRead Desk	0.58%	0.43%	0.0%	+27.7%	+21.1%	+27.4%	+11.5%	−20.6%	$16.9B
3	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
4	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

EMLP vs VIG

EMLP

First Trust North American Energy Infrastructure Fund

$20,336

VIG

Vanguard Dividend Appreciation

$16,243

MeasureEMLPVIG

Fee0.95%0.04%

Cost on $10k a year$95$4

Yield2.85%1.50%

5 years, per year+15.3%+10.2%

3 years, per year+21.4%+18.6%

Worst drop · 1Y−7.9%−7.9%

Volatility · 1Y11.2%10.8%

3–2measures won
EMLP first

2.8%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: EMLP, VIG, CIBR, SCHD

Today

14.5%most shared, VIG and SCHD

EMLPVIGCIBRSCHD

EMLP—2.8%0.0%1.4%

VIG2.8%—10.0%14.5%

CIBR0.0%10.0%—3.3%

SCHD1.4%14.5%3.3%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

EMLP$285 − $95 = $190

VIG$150 − $4 = $146

CIBR$43 − $58 = −$15

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee