EMLP vs VIG

AEMLP

BVIG

Measures won3–2EMLP wins · of 6 · 5Y

$10,000 · 5Y$20,336EMLP · VYM $16,941

Lowest cost0.04%VIG · $4 on $10k

Most income2.85%EMLP · $285 on $10k

Smallest drop−6.7%VYM · worst fall in 1Y

Held in common2.8%EMLP and VIG

EMLP

VIG

First Trust North American Energy Infrastructure Fund · $4.1BVanguard 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 three, 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 Three

5Y3 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%	$4.1B
2	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
3	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 Three

5Y3 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%	$4.1B
2	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
3	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

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: EMLP, VIG, VYM

Today

60.6%most shared, VIG and VYM

EMLPVIGVYM

EMLP—2.8%5.6%

VIG2.8%—60.6%

VYM5.6%60.6%—

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

Income After Fees on $10,000

$227most kept, VYM

VYM$231 − $4 = $227

EMLP$285 − $95 = $190

VIG$150 − $4 = $146

KeptFee

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