EMLP vs XLF

AEMLP

BXLF

Measures won4–2EMLP wins · of 6 · 5Y

$10,000 · 5Y$20,336EMLP · XLF $15,474

Lowest cost0.08%XLF · $8 on $10k

Most income2.85%EMLP · $285 on $10k

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

Held in common0.0%EMLP and XLF

EMLP

XLF

First Trust North American Energy Infrastructure Fund · $4.1BState Street Financial Select Sector SPDR ETF · $54.5B

+21.4%3 years · per year$17,913 · $18,391+22.5%

+15.3%5 years · per year$20,336 · $15,474+9.1%

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

2.85%12-mo yield$285 · $144 on $10k1.44%

−7.9%Worst dropSmaller wins−14.8%

11.2%VolatilityLower wins15.3%

4–2EMLP wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsEMLP · XLF

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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	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%	$4.1B
2	BXLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.44%	−0.6%	+5.7%	+10.4%	+22.5%	+9.1%	−14.8%	$54.5B
3	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+6.2%	new	new	new	new	[…]	$14.7B

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	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%	$4.1B
2	BXLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.44%	−0.6%	+5.7%	+10.4%	+22.5%	+9.1%	−14.8%	$54.5B
3	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+6.2%	new	new	new	new	[…]	$14.7B

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 XLF

EMLP

First Trust North American Energy Infrastructure Fund

$20,336

XLF

Financial Select Sector SPDR

$15,474

MeasureEMLPXLF

Fee0.95%0.08%

Cost on $10k a year$95$8

Yield2.85%1.44%

5 years, per year+15.3%+9.1%

3 years, per year+21.4%+22.5%

Worst drop · 1Y−7.9%−14.8%

Volatility · 1Y11.2%15.3%

4–2measures won
EMLP first

0.0%

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

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: EMLP, XLF, DRAM

Today

0.0%most shared, EMLP and XLF

EMLPXLFDRAM

EMLP—0.0%0.0%

XLF0.0%—0.0%

DRAM0.0%0.0%—

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

Income After Fees on $10,000

$190most kept, EMLP

EMLP$285 − $95 = $190

XLF$144 − $8 = $136

DRAM$0 − $65 = −$65

KeptFee

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