EMLP vs XLE

AEMLP

BXLE

Measures won4–2EMLP wins · of 6 · 5Y

$10,000 · 5Y$25,568XLE · VGT $20,649

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 common7.0%EMLP and XLE

EMLP

XLE

First Trust North American Energy Infrastructure Fund · $4.2BState Street Energy Select Sector SPDR ETF · $42.0B

+21.4%3 years · per year$17,913 · $15,939+16.8%

+15.3%5 years · per year$20,336 · $25,568+20.7%

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

3.5%KMI3.2%

2.2%OKE2.9%

1.2%TRGP3.1%

0.4%WMB4.1%

Held in common7.0%

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 Three

5Y3 funds

#
1	BXLE	State Street Energy Select Sector SPDR ETFRead Desk	0.08%	2.47%	0.0%	+40.6%	+45.0%	+16.8%	+20.7%	−15.0%	$42.0B
2	VGT	Vanguard Information Technology ETFRead Desk	0.09%	0.44%	+1.4%	+15.6%	+12.1%	+28.6%	+15.6%	−17.5%	$154.5B
3	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

End-of-day Nov 6, 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%	0.0%	+40.6%	+45.0%	+16.8%	+20.7%	−15.0%	$42.0B
2	VGT	Vanguard Information Technology ETFRead Desk	0.09%	0.44%	+1.4%	+15.6%	+12.1%	+28.6%	+15.6%	−17.5%	$154.5B
3	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

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 XLE

EMLP

First Trust North American Energy Infrastructure Fund

$20,336

XLE

Energy Select Sector SPDR

$25,569

MeasureEMLPXLE

Fee0.95%0.08%

Cost on $10k a year$95$8

Yield2.85%2.47%

5 years, per year+15.3%+20.7%

3 years, per year+21.4%+16.8%

Worst drop · 1Y−7.9%−15.0%

Volatility · 1Y11.2%23.3%

4–2measures won
EMLP first

7.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

XLK vs VGT

YTD

SPDRXLK

+14.8%

VGTVanguard

+15.6%

+14.8%Year to date+15.6%

0.08% · $8Fee · on $10k a year0.09% · $9

$117BAssets$155B

1–1level

End-of-day Nov 6, 2026

XLE vs VDE

YTD

SPDRXLE

+40.6%

VDEVanguard

+38.6%

+40.6%Year to date+38.6%

2.5%Yield2.4%

$42.0BAssets$10.4B

2–0XLE wins

End-of-day Nov 6, 2026

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

Overlap: EMLP, XLE, VGT

Today

7.0%most shared, EMLP and XLE

EMLPXLEVGT

EMLP—7.0%0.0%

XLE7.0%—0.0%

VGT0.0%0.0%—

End-of-day Nov 6, 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

VGT$44 − $9 = $35

KeptFee

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