IDGT vs EMLP

AIDGT

BEMLP

Measures won2–4EMLP wins · of 6 · 5Y

$10,000 · 5Y$20,336EMLP · IDGT $14,607

Lowest cost0.37%IDGT · $37 on $10k

Most income2.85%EMLP · $285 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 · $435MFirst Trust North American Energy Infrastructure Fund · $4.2B

+23.2%3 years · per year$18,695 · $17,913+21.4%

+7.9%5 years · per year$14,607 · $20,336+15.3%

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

0.92%12-mo yield$92 · $285 on $10k2.85%

−25.3%Worst dropSmaller wins−7.9%

27.6%VolatilityLower wins11.2%

2–4EMLP wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIDGT · EMLP

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	BEMLP	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	AIDGT	iShares U.S. Digital Infrastructure and Real Estate ETFRead Desk	0.37%	0.92%	+1.5%	+18.5%	+14.9%	+23.2%	+7.9%	−25.3%	$435M
3	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+6.2%	new	new	new	new	[…]	$14.4B

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	BEMLP	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	AIDGT	iShares U.S. Digital Infrastructure and Real Estate ETFRead Desk	0.37%	0.92%	+1.5%	+18.5%	+14.9%	+23.2%	+7.9%	−25.3%	$435M
3	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+6.2%	new	new	new	new	[…]	$14.4B

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

IDGT vs EMLP

IDGT

iShares U.S. Digital Infrastructure and Real Estate

$14,607

EMLP

First Trust North American Energy Infrastructure Fund

$20,336

MeasureIDGTEMLP

Fee0.37%0.95%

Cost on $10k a year$37$95

Yield0.92%2.85%

5 years, per year+7.9%+15.3%

3 years, per year+23.2%+21.4%

Worst drop · 1Y−25.3%−7.9%

Volatility · 1Y27.6%11.2%

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%

$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: IDGT, EMLP, DRAM

Today

0.0%most shared, IDGT and EMLP

IDGTEMLPDRAM

IDGT—0.0%0.0%

EMLP0.0%—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

IDGT$92 − $37 = $55

DRAM$0 − $65 = −$65

KeptFee

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