EMLP vs VYM

AEMLP

BVYM

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$20,216EMLP · VYM $17,002

Lowest cost0.04%VYM · $4 on $10k

Most income2.85%EMLP · $285 on $10k

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

Held in common5.6%EMLP and VYM

EMLP

VYM

First Trust North American Energy Infrastructure Fund · $4.2BVanguard High Dividend Yield ETF · $78.9B

+21.7%3 years · per year$18,039 · $17,266+20.0%

+15.1%5 years · per year$20,216 · $17,002+11.2%

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

2.85%12-mo yield$285 · $230 on $10k2.30%

−7.9%Worst dropSmaller wins−6.7%

11.2%VolatilityLower wins10.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsEMLP · VYM

1.7%NEE0.7%

2.1%SO0.4%

2.3%DUK0.4%

0.5%WMB0.4%

Held in common5.6%

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

Both

5Y2 funds

#			Trend
1	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
2	BVYM	Vanguard High Dividend Yield ETFRead Desk		0.04%	2.30%	−3.3%	+13.3%	+17.7%	+20.0%	+11.2%	−6.7%	$78.9B

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

Both

5Y2 funds

#			Trend
1	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
2	BVYM	Vanguard High Dividend Yield ETFRead Desk		0.04%	2.30%	−3.3%	+13.3%	+17.7%	+20.0%	+11.2%	−6.7%	$78.9B

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 VYM

EMLP

First Trust North American Energy Infrastructure Fund

$20,216

VYM

Vanguard High Dividend Yield

$17,002

MeasureEMLPVYM

Fee0.95%0.04%

Cost on $10k a year$95$4

Yield2.85%2.30%

5 years, per year+15.1%+11.2%

3 years, per year+21.7%+20.0%

Worst drop · 1Y−7.9%−6.7%

Volatility · 1Y11.2%10.6%

3–3measures won
level

5.6%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD 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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: EMLP, VYM

Today

5.6%most shared, EMLP and VYM

EMLPVYM

EMLP—5.6%

VYM5.6%—

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

Income After Fees on $10,000

$226most kept, VYM

VYM$230 − $4 = $226

EMLP$285 − $95 = $190

KeptFee

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