ENFR vs EMLP

AENFR

BEMLP

Measures won4–2ENFR wins · of 6 · 5Y

$10,000 · 5Y$36,298SMH · ENFR $22,985

Lowest cost0.35%ENFR · $35 on $10k

Most income5.92%MLPA · $592 on $10k

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

Held in common33.4%ENFR and EMLP

ENFR

EMLP

Alerian Energy Infrastructure ETF · $508MFirst Trust North American Energy Infrastructure Fund · $4.1B

+23.2%3 years · per year$18,704 · $17,569+20.7%

+18.1%5 years · per year$22,985 · $20,285+15.2%

0.35%Expense ratio$35 · $95 on $10k · lower wins0.95%

4.18%12-mo yield$418 · $282 on $10k2.82%

−9.8%Worst dropSmaller wins−7.9%

17.5%VolatilityLower wins11.3%

4–2ENFR wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsENFR · EMLP

7.5%EPD9.0%

8.3%ET7.2%

5.1%MPLX4.4%

5.0%PAGP3.5%

Held in common33.4%

End-of-day Nov 9, 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%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	AENFR	Alerian Energy Infrastructure ETFRead Desk	0.35%	4.18%	+1.4%	+21.2%	+26.8%	+23.2%	+18.1%	−9.8%	$508M
3	BEMLP	First Trust North American Energy Infrastructure FundRead Desk	0.95%	2.82%	+1.0%	+17.2%	+18.4%	+20.7%	+15.2%	−7.9%	$4.1B
4	MLPA	Global X - MLP ETFRead Desk	0.77%	5.92%	−1.1%	+12.2%	+14.2%	+12.2%	+14.7%	−11.1%	$2.3B

End-of-day Nov 9, 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%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	AENFR	Alerian Energy Infrastructure ETFRead Desk	0.35%	4.18%	+1.4%	+21.2%	+26.8%	+23.2%	+18.1%	−9.8%	$508M
3	BEMLP	First Trust North American Energy Infrastructure FundRead Desk	0.95%	2.82%	+1.0%	+17.2%	+18.4%	+20.7%	+15.2%	−7.9%	$4.1B
4	MLPA	Global X - MLP ETFRead Desk	0.77%	5.92%	−1.1%	+12.2%	+14.2%	+12.2%	+14.7%	−11.1%	$2.3B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

ENFR vs EMLP

ENFR

Alerian Energy Infrastructure

$22,985

EMLP

First Trust North American Energy Infrastructure Fund

$20,285

MeasureENFREMLP

Fee0.35%0.95%

Cost on $10k a year$35$95

Yield4.18%2.82%

5 years, per year+18.1%+15.2%

3 years, per year+23.2%+20.7%

Worst drop · 1Y−9.8%−7.9%

Volatility · 1Y17.5%11.3%

4–2measures won
ENFR first

33.4%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+46.5%

SMHVanEck

+35.3%

+46.5%Year to date+35.3%

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

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: ENFR, EMLP, MLPA, SMH

Today

33.4%most shared, ENFR and EMLP

ENFREMLPMLPASMH

ENFR—33.4%25.8%0.0%

EMLP33.4%—23.0%0.0%

MLPA25.8%23.0%—0.0%

SMH0.0%0.0%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$515most kept, MLPA

MLPA$592 − $77 = $515

ENFR$418 − $35 = $383

EMLP$282 − $95 = $187

SMH$23 − $35 = −$12

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee