EMLP vs VTI

AEMLP

BVTI

Measures won4–2EMLP wins · of 6 · 5Y

$10,000 · 5Y$20,628EMLP · IVV $18,118

Lowest cost0.03%VTI · $3 on $10k

Most income2.80%EMLP · $280 on $10k

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

Held in common2.3%EMLP and VTI

EMLP

VTI

First Trust North American Energy Infrastructure Fund · $4.2BVanguard Morningstar Total Stock Market ETF · $689B

+22.6%3 years · per year$18,412 · $19,059+24.0%

+15.6%5 years · per year$20,628 · $17,257+11.5%

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

2.80%12-mo yield$280 · $105 on $10k1.05%

−7.9%Worst dropSmaller wins−8.9%

11.1%VolatilityLower wins13.1%

4–2EMLP wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsEMLP · VTI

1.6%NEE0.2%

2.0%SO0.1%

2.3%DUK0.1%

0.2%CEG0.1%

Held in common2.3%

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 Three

5Y3 funds

#
1	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
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$886.8B
3	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.05%	+1.5%	+13.4%	+13.5%	+24.0%	+11.5%	−8.9%	$689.2B

End-of-day Nov 4, 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%	2.80%	−1.1%	+17.9%	+19.8%	+22.6%	+15.6%	−7.9%	$4.2B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$886.8B
3	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.05%	+1.5%	+13.4%	+13.5%	+24.0%	+11.5%	−8.9%	$689.2B

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 VTI

EMLP

First Trust North American Energy Infrastructure Fund

$20,628

VTI

Vanguard Morningstar Total Stock Market

$17,258

MeasureEMLPVTI

Fee0.95%0.03%

Cost on $10k a year$95$3

Yield2.80%1.05%

5 years, per year+15.6%+11.5%

3 years, per year+22.6%+24.0%

Worst drop · 1Y−7.9%−8.9%

Volatility · 1Y11.1%13.1%

4–2measures won
EMLP first

2.3%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

VTI vs ITOT

YTD

VanguardVTI

+13.4%

ITOTiShares

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$689BAssets$97.0B

1–0VTI wins

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 4, 2026

Overlap: EMLP, VTI, IVV

Today

86.9%most shared, VTI and IVV

EMLPVTIIVV

EMLP—2.3%2.5%

VTI2.3%—86.9%

IVV2.5%86.9%—

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

Income After Fees on $10,000

$185most kept, EMLP

EMLP$280 − $95 = $185

IVV$109 − $3 = $106

VTI$105 − $3 = $102

KeptFee

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