IFRA vs EMLP

AIFRA

BEMLP

Measures won1–5EMLP wins · of 6 · 5Y

$10,000 · 5Y$34,950SMH · EMLP $20,336

Lowest cost0.30%IFRA · $30 on $10k

Most income2.85%EMLP · $285 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 · $3.9BFirst Trust North American Energy Infrastructure Fund · $4.2B

+18.5%3 years · per year$16,660 · $17,913+21.4%

+11.2%5 years · per year$17,009 · $20,336+15.3%

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

1.82%12-mo yield$182 · $285 on $10k2.85%

−13.7%Worst dropSmaller wins−7.9%

15.5%VolatilityLower wins11.2%

1–5EMLP wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsIFRA · EMLP

3.0%DUK2.2%

2.1%AEP2.0%

1.8%KMI3.5%

3.2%SO1.7%

Held in common31.0%

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 Four

5Y4 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$57.7B
2	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
3	AIFRA	iShares U.S. Infrastructure ETFRead Desk	0.30%	1.82%	−0.1%	+7.6%	+8.5%	+18.5%	+11.2%	−13.7%	$3.9B
4	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 Four

5Y4 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$57.7B
2	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
3	AIFRA	iShares U.S. Infrastructure ETFRead Desk	0.30%	1.82%	−0.1%	+7.6%	+8.5%	+18.5%	+11.2%	−13.7%	$3.9B
4	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

IFRA vs EMLP

IFRA

iShares U.S. Infrastructure

$17,009

EMLP

First Trust North American Energy Infrastructure Fund

$20,336

MeasureIFRAEMLP

Fee0.30%0.95%

Cost on $10k a year$30$95

Yield1.82%2.85%

5 years, per year+11.2%+15.3%

3 years, per year+18.5%+21.4%

Worst drop · 1Y−13.7%−7.9%

Volatility · 1Y15.5%11.2%

5–1measures won
EMLP first

31.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+36.2%

SMHVanEck

+28.8%

+36.2%Year to date+28.8%

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

$37.6BAssets$57.7B

2–0SOXX wins

End-of-day Nov 6, 2026

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

Overlap: IFRA, EMLP, DRAM, SMH

Today

31.0%most shared, IFRA and EMLP

IFRAEMLPDRAMSMH

IFRA—31.0%0.0%0.0%

EMLP31.0%—0.0%0.0%

DRAM0.0%0.0%—3.1%

SMH0.0%0.0%3.1%—

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

IFRA$182 − $30 = $152

SMH$24 − $35 = −$11

DRAM$0 − $65 = −$65

KeptFee

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