EMLP vs VIG

AEMLP

BVIG

Measures won3–2EMLP wins · of 6 · 5Y

$10,000 · 5Y$38,820SMH · EMLP $20,628

Lowest cost0.04%VIG · $4 on $10k

Most income2.91%SCHD · $291 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

+22.6%3 years · per year$18,412 · $17,533+20.6%

+15.6%5 years · per year$20,628 · $17,005+11.2%

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

2.80%12-mo yield$280 · $144 on $10k1.44%

−7.9%Worst dropSmaller wins−7.9%

11.1%VolatilityLower wins10.2%

3–2EMLP wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsEMLP · VIG

1.6%NEE0.7%

0.5%CMI0.3%

2.0%AEP0.3%

2.0%SRE0.2%

Held in common2.8%

End-of-day Nov 4, 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%	0.22%	−2.7%	+40.0%	+38.2%	+54.7%	+31.2%	−24.6%	$65.4B
2	AEMLP	First Trust North American Energy Infrastructure FundRead Desk	0.95%	2.80%	−1.1%	+17.9%	+19.8%	+22.6%	+15.6%	−7.9%	$4.2B
3	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
4	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B

End-of-day Nov 4, 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%	0.22%	−2.7%	+40.0%	+38.2%	+54.7%	+31.2%	−24.6%	$65.4B
2	AEMLP	First Trust North American Energy Infrastructure FundRead Desk	0.95%	2.80%	−1.1%	+17.9%	+19.8%	+22.6%	+15.6%	−7.9%	$4.2B
3	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
4	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B

End-of-day Nov 4, 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

$20,628

VIG

Vanguard Dividend Appreciation

$17,005

MeasureEMLPVIG

Fee0.95%0.04%

Cost on $10k a year$95$4

Yield2.80%1.44%

5 years, per year+15.6%+11.2%

3 years, per year+22.6%+20.6%

Worst drop · 1Y−7.9%−7.9%

Volatility · 1Y11.1%10.2%

3–2measures won
EMLP first

2.8%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+49.8%

SMHVanEck

+40.0%

+49.8%Year to date+40.0%

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

$42.6BAssets$65.4B

2–0SOXX wins

End-of-day Nov 4, 2026

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: EMLP, VIG, SMH, SCHD

Today

14.5%most shared, VIG and SCHD

EMLPVIGSMHSCHD

EMLP—2.8%0.0%1.5%

VIG2.8%—10.3%14.5%

SMH0.0%10.3%—8.6%

SCHD1.5%14.5%8.6%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

EMLP$280 − $95 = $185

VIG$144 − $4 = $140

SMH$22 − $35 = −$13

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee