EMLP vs VYM

AEMLP

BVYM

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$34,950SMH · EMLP $20,336

Lowest cost0.04%VYM · $4 on $10k

Most income3.00%SCHD · $300 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

+21.4%3 years · per year$17,913 · $17,107+19.6%

+15.3%5 years · per year$20,336 · $16,941+11.1%

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

2.85%12-mo yield$285 · $231 on $10k2.31%

−7.9%Worst dropSmaller wins−6.7%

11.2%VolatilityLower wins10.6%

3–3Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsEMLP · VYM

1.4%NEE0.7%

1.7%SO0.4%

2.2%DUK0.4%

0.4%WMB0.4%

Held in common5.6%

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 Four

5Y4 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$57.7B
2	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%	$4.2B
3	BVYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
4	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B

End-of-day Nov 6, 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%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$57.7B
2	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%	$4.2B
3	BVYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
4	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B

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 VYM

EMLP

First Trust North American Energy Infrastructure Fund

$20,336

VYM

Vanguard High Dividend Yield

$16,941

MeasureEMLPVYM

Fee0.95%0.04%

Cost on $10k a year$95$4

Yield2.85%2.31%

5 years, per year+15.3%+11.1%

3 years, per year+21.4%+19.6%

Worst drop · 1Y−7.9%−6.7%

Volatility · 1Y11.2%10.6%

3–3measures won
level

5.6%

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

SOXX vs SMH

YTD

iSharesSOXX

+36.2%

SMHVanEck

+28.8%

+36.2%Year to date+28.8%

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

$37.6BAssets$57.7B

2–0SOXX 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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: EMLP, VYM, SMH, SCHD

Today

21.9%most shared, VYM and SCHD

EMLPVYMSMHSCHD

EMLP—5.6%0.0%1.4%

VYM5.6%—9.0%21.9%

SMH0.0%9.0%—7.9%

SCHD1.4%21.9%7.9%—

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

VYM$231 − $4 = $227

EMLP$285 − $95 = $190

SMH$24 − $35 = −$11

KeptFee

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