EMLP vs XLE

AEMLP

BXLE

Measures won4–2EMLP wins · of 6 · 5Y

$10,000 · 5Y$25,404XLE · EMLP $20,216

Lowest cost0.08%XLE · $8 on $10k

Most income2.85%EMLP · $285 on $10k

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

Held in common7.1%EMLP and XLE

EMLP

XLE

First Trust North American Energy Infrastructure Fund · $4.2BState Street Energy Select Sector SPDR ETF · $44.1B

+21.7%3 years · per year$18,039 · $15,905+16.7%

+15.1%5 years · per year$20,216 · $25,404+20.5%

0.95%Expense ratio$95 · $8 on $10k · lower wins0.08%

2.85%12-mo yield$285 · $247 on $10k2.47%

−7.9%Worst dropSmaller wins−15.0%

11.2%VolatilityLower wins23.3%

4–2EMLP wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsEMLP · XLE

3.7%KMI3.2%

2.2%OKE2.9%

1.3%TRGP3.2%

0.5%WMB4.2%

Held in common7.1%

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

All Three

5Y3 funds

#
1	BXLE	State Street Energy Select Sector SPDR ETFRead Desk	0.08%	2.47%	−3.0%	+40.6%	+45.4%	+16.7%	+20.5%	−15.0%	$44.1B
2	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
3	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	−18.0%	new	new	new	new	[…]	$17.6B

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

All Three

5Y3 funds

#
1	BXLE	State Street Energy Select Sector SPDR ETFRead Desk	0.08%	2.47%	−3.0%	+40.6%	+45.4%	+16.7%	+20.5%	−15.0%	$44.1B
2	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
3	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	−18.0%	new	new	new	new	[…]	$17.6B

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 XLE

EMLP

First Trust North American Energy Infrastructure Fund

$20,216

XLE

Energy Select Sector SPDR

$25,404

MeasureEMLPXLE

Fee0.95%0.08%

Cost on $10k a year$95$8

Yield2.85%2.47%

5 years, per year+15.1%+20.5%

3 years, per year+21.7%+16.7%

Worst drop · 1Y−7.9%−15.0%

Volatility · 1Y11.2%23.3%

4–2measures won
EMLP first

7.1%

holdings shared

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

XLE vs VDE

YTD

SPDRXLE

+40.6%

VDEVanguard

+38.4%

+40.6%Year to date+38.4%

2.5%Yield2.4%

$44.1BAssets$10.4B

2–0XLE wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: EMLP, XLE, DRAM

Today

7.1%most shared, EMLP and XLE

EMLPXLEDRAM

EMLP—7.1%0.0%

XLE7.1%—0.0%

DRAM0.0%0.0%—

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

Income After Fees on $10,000

$239most kept, XLE

XLE$247 − $8 = $239

EMLP$285 − $95 = $190

DRAM$0 − $65 = −$65

KeptFee

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