EMLP vs XLU

AEMLP

BXLU

Measures won5–1EMLP wins · of 6 · 5Y

$10,000 · 5Y$20,336EMLP · XLU $14,970

Lowest cost0.08%XLU · $8 on $10k

Most income2.85%EMLP · $285 on $10k

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

Held in common33.4%EMLP and XLU

EMLP

XLU

First Trust North American Energy Infrastructure Fund · $4.2BState Street Utilities Select Sector SPDR ETF · $24.0B

+21.4%3 years · per year$17,913 · $15,627+16.0%

+15.3%5 years · per year$20,336 · $14,971+8.4%

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

2.85%12-mo yield$285 · $281 on $10k2.81%

−7.9%Worst dropSmaller wins−16.1%

11.2%VolatilityLower wins15.7%

5–1EMLP wins

$10,000 · 5 yearsOne scale

Shared top holdingsEMLP · XLU

2.4%ETR3.8%

2.2%DUK7.5%

2.0%AEP5.1%

2.8%PPL2.0%

Held in common33.4%

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

Both

5Y2 funds

#			Trend
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%	$4.2B
2	BXLU	State Street Utilities Select Sector SPDR ETFRead Desk		0.08%	2.81%	−0.4%	+3.1%	−0.2%	+16.0%	+8.4%	−16.1%	$24.0B

End-of-day Nov 6, 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%	−0.1%	+16.1%	+17.7%	+21.4%	+15.3%	−7.9%	$4.2B
2	BXLU	State Street Utilities Select Sector SPDR ETFRead Desk		0.08%	2.81%	−0.4%	+3.1%	−0.2%	+16.0%	+8.4%	−16.1%	$24.0B

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 XLU

EMLP

First Trust North American Energy Infrastructure Fund

$20,336

XLU

Utilities Select Sector SPDR

$14,971

MeasureEMLPXLU

Fee0.95%0.08%

Cost on $10k a year$95$8

Yield2.85%2.81%

5 years, per year+15.3%+8.4%

3 years, per year+21.4%+16.0%

Worst drop · 1Y−7.9%−16.1%

Volatility · 1Y11.2%15.7%

4–1measures won
EMLP first

33.4%

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%

$42.6BAssets$46.8B

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: EMLP, XLU

Today

33.4%most shared, EMLP and XLU

EMLPXLU

EMLP—33.4%

XLU33.4%—

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

Income After Fees on $10,000

$273most kept, XLU

XLU$281 − $8 = $273

EMLP$285 − $95 = $190

KeptFee

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