EMLP vs VIG

AEMLP

BVIG

Measures won3–2EMLP wins · of 6 · 5Y

$10,000 · 5Y$33,824SMH · EMLP $20,216

Lowest cost0.04%VIG · $4 on $10k

Most income2.98%SCHD · $298 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

+21.7%3 years · per year$18,039 · $16,814+18.9%

+15.1%5 years · per year$20,216 · $16,331+10.3%

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

2.85%12-mo yield$285 · $149 on $10k1.49%

−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

1.7%NEE0.7%

0.4%CMI0.3%

2.0%AEP0.3%

2.0%SRE0.2%

Held in common2.8%

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	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$65.4B
2	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
3	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
4	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B

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	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$65.4B
2	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
3	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
4	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B

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 VIG

EMLP

First Trust North American Energy Infrastructure Fund

$20,216

VIG

Vanguard Dividend Appreciation

$16,331

MeasureEMLPVIG

Fee0.95%0.04%

Cost on $10k a year$95$4

Yield2.85%1.49%

5 years, per year+15.1%+10.3%

3 years, per year+21.7%+18.9%

Worst drop · 1Y−7.9%−7.9%

Volatility · 1Y11.2%10.8%

3–2measures won
EMLP first

2.8%

holdings shared

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

SOXX vs SMH

YTD

iSharesSOXX

+31.6%

SMHVanEck

+24.3%

+31.6%Year to date+24.3%

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

$42.6BAssets$65.4B

2–0SOXX wins

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$46.1BAssets$109B

2–0DGRO 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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: EMLP, VIG, SCHD, SMH

Today

14.5%most shared, VIG and SCHD

EMLPVIGSCHDSMH

EMLP—2.8%1.4%0.0%

VIG2.8%—14.5%10.3%

SCHD1.4%14.5%—8.6%

SMH0.0%10.3%8.6%—

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

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

EMLP$285 − $95 = $190

VIG$149 − $4 = $145

SMH$25 − $35 = −$10

KeptFee

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