IDGT vs EMLP

AIDGT

BEMLP

Measures won2–4EMLP wins · of 6 · 5Y

$10,000 · 5Y$20,650EMLP · IDGT $15,803

Lowest cost0.37%IDGT · $37 on $10k

Most income2.77%EMLP · $277 on $10k

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

Held in common0.0%IDGT and EMLP

IDGT

EMLP

iShares U.S. Digital Infrastructure and Real Estate ETF · $471MFirst Trust North American Energy Infrastructure Fund · $4.3B

+25.9%3 years · per year$19,951 · $18,685+23.2%

+9.6%5 years · per year$15,803 · $20,649+15.6%

0.37%Expense ratio$37 · $95 on $10k · lower wins0.95%

0.87%12-mo yield$87 · $277 on $10k2.77%

−21.1%Worst dropSmaller wins−7.9%

26.4%VolatilityLower wins11.1%

2–4EMLP wins

$10,000 · 5 yearsOne scale

Shared top holdingsIDGT · EMLP

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

Held in common0.0%

End-of-day Nov 3, 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	BEMLP	First Trust North American Energy Infrastructure FundRead Desk		0.95%	2.77%	−0.5%	+19.2%	+21.0%	+23.2%	+15.6%	−7.9%	$4.3B
2	AIDGT	iShares U.S. Digital Infrastructure and Real Estate ETFRead Desk		0.37%	0.87%	+1.3%	+25.1%	+17.9%	+25.9%	+9.6%	−21.1%	$471M

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

Both

5Y2 funds

#			Trend
1	BEMLP	First Trust North American Energy Infrastructure FundRead Desk		0.95%	2.77%	−0.5%	+19.2%	+21.0%	+23.2%	+15.6%	−7.9%	$4.3B
2	AIDGT	iShares U.S. Digital Infrastructure and Real Estate ETFRead Desk		0.37%	0.87%	+1.3%	+25.1%	+17.9%	+25.9%	+9.6%	−21.1%	$471M

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

Cards for this view

IDGT vs EMLP

IDGT

iShares U.S. Digital Infrastructure and Real Estate

$15,804

EMLP

First Trust North American Energy Infrastructure Fund

$20,650

MeasureIDGTEMLP

Fee0.37%0.95%

Cost on $10k a year$37$95

Yield0.87%2.77%

5 years, per year+9.6%+15.6%

3 years, per year+25.9%+23.2%

Worst drop · 1Y−21.1%−7.9%

Volatility · 1Y26.4%11.1%

4–2measures won
EMLP first

0.0%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: IDGT, EMLP

Today

0.0%most shared, IDGT and EMLP

IDGTEMLP

IDGT—0.0%

EMLP0.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$182most kept, EMLP

EMLP$277 − $95 = $182

IDGT$87 − $37 = $50

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee