EMLP vs VTI

AEMLP

BVTI

Measures won4–2EMLP wins · of 6 · 5Y

$10,000 · 5Y$20,285EMLP · VTI $16,697

Lowest cost0.03%VTI · $3 on $10k

Most income2.82%EMLP · $282 on $10k

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

Held in common2.2%EMLP and VTI

EMLP

VTI

First Trust North American Energy Infrastructure Fund · $4.1BVanguard Morningstar Total Stock Market ETF · $689B

+20.7%3 years · per year$17,569 · $18,090+21.8%

+15.2%5 years · per year$20,285 · $16,697+10.8%

0.95%Expense ratio$95 · $3 on $10k · lower wins0.03%

2.82%12-mo yield$282 · $106 on $10k1.06%

−7.9%Worst dropSmaller wins−8.9%

11.3%VolatilityLower wins13.9%

4–2EMLP wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsEMLP · VTI

1.4%NEE0.2%

1.7%SO0.1%

2.2%DUK0.1%

0.2%CEG0.1%

Held in common2.2%

End-of-day Nov 9, 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%	2.82%	+1.0%	+17.2%	+18.4%	+20.7%	+15.2%	−7.9%	$4.1B
2	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	+2.5%	+11.6%	+13.9%	+21.8%	+10.8%	−8.9%	$689.2B
3	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+6.3%	new	new	new	new	[…]	$14.7B

End-of-day Nov 9, 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%	2.82%	+1.0%	+17.2%	+18.4%	+20.7%	+15.2%	−7.9%	$4.1B
2	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	+2.5%	+11.6%	+13.9%	+21.8%	+10.8%	−8.9%	$689.2B
3	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+6.3%	new	new	new	new	[…]	$14.7B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

EMLP vs VTI

EMLP

First Trust North American Energy Infrastructure Fund

$20,285

VTI

Vanguard Morningstar Total Stock Market

$16,697

MeasureEMLPVTI

Fee0.95%0.03%

Cost on $10k a year$95$3

Yield2.82%1.06%

5 years, per year+15.2%+10.8%

3 years, per year+20.7%+21.8%

Worst drop · 1Y−7.9%−8.9%

Volatility · 1Y11.3%13.9%

4–2measures won
EMLP first

2.2%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VTI vs ITOT

YTD

VanguardVTI

+11.6%

ITOTiShares

+11.5%

+11.6%Year to date+11.5%

1.1%Yield1.0%

$689BAssets$93.2B

2–0VTI wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: EMLP, VTI, DRAM

Today

2.5%most shared, VTI and DRAM

EMLPVTIDRAM

EMLP—2.2%0.0%

VTI2.2%—2.5%

DRAM0.0%2.5%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$187most kept, EMLP

EMLP$282 − $95 = $187

VTI$106 − $3 = $103

DRAM$0 − $65 = −$65

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee