IFRA vs EMLP

AIFRA

BEMLP

Measures won1–5EMLP wins · of 6 · 5Y

$10,000 · 5Y$20,650EMLP · IFRA $17,734

Lowest cost0.30%IFRA · $30 on $10k

Most income2.77%EMLP · $277 on $10k

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

Held in common31.0%IFRA and EMLP

IFRA

EMLP

iShares U.S. Infrastructure ETF · $4.1BFirst Trust North American Energy Infrastructure Fund · $4.3B

+21.5%3 years · per year$17,919 · $18,685+23.2%

+12.1%5 years · per year$17,734 · $20,649+15.6%

0.30%Expense ratio$30 · $95 on $10k · lower wins0.95%

1.73%12-mo yield$173 · $277 on $10k2.77%

−13.7%Worst dropSmaller wins−7.9%

15.1%VolatilityLower wins11.1%

1–5EMLP wins

$10,000 · 5 yearsOne scale

Shared top holdingsIFRA · EMLP

2.9%DUK2.2%

3.1%SO2.0%

2.0%AEP2.0%

1.9%KMI3.8%

Held in common31.0%

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	AIFRA	iShares U.S. Infrastructure ETFRead Desk		0.30%	1.73%	0.0%	+12.8%	+13.4%	+21.5%	+12.1%	−13.7%	$4.1B

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	AIFRA	iShares U.S. Infrastructure ETFRead Desk		0.30%	1.73%	0.0%	+12.8%	+13.4%	+21.5%	+12.1%	−13.7%	$4.1B

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

IFRA vs EMLP

IFRA

iShares U.S. Infrastructure

$17,734

EMLP

First Trust North American Energy Infrastructure Fund

$20,650

MeasureIFRAEMLP

Fee0.30%0.95%

Cost on $10k a year$30$95

Yield1.73%2.77%

5 years, per year+12.1%+15.6%

3 years, per year+21.5%+23.2%

Worst drop · 1Y−13.7%−7.9%

Volatility · 1Y15.1%11.1%

5–1measures won
EMLP first

31.0%

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: IFRA, EMLP

Today

31.0%most shared, IFRA and EMLP

IFRAEMLP

IFRA—31.0%

EMLP31.0%—

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

IFRA$173 − $30 = $143

KeptFee

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