IFRA vs EMLP

AIFRA

BEMLP

Measures won1–5EMLP wins · of 6 · 5Y

$10,000 · 5Y$38,820SMH · EMLP $20,628

Lowest cost0.30%IFRA · $30 on $10k

Most income2.80%EMLP · $280 on $10k

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

Held in common30.9%IFRA and EMLP

IFRA

EMLP

iShares U.S. Infrastructure ETF · $4.0BFirst Trust North American Energy Infrastructure Fund · $4.2B

+20.7%3 years · per year$17,580 · $18,412+22.6%

+12.2%5 years · per year$17,812 · $20,628+15.6%

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

1.75%12-mo yield$175 · $280 on $10k2.80%

−13.7%Worst dropSmaller wins−7.9%

15.1%VolatilityLower wins11.1%

1–5EMLP wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIFRA · EMLP

2.8%DUK2.3%

3.1%SO2.0%

2.0%AEP2.0%

1.8%KMI3.8%

Held in common30.9%

End-of-day Nov 4, 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	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.22%	−2.7%	+40.0%	+38.2%	+54.7%	+31.2%	−24.6%	$65.4B
2	BEMLP	First Trust North American Energy Infrastructure FundRead Desk	0.95%	2.80%	−1.1%	+17.9%	+19.8%	+22.6%	+15.6%	−7.9%	$4.2B
3	AIFRA	iShares U.S. Infrastructure ETFRead Desk	0.30%	1.75%	−1.1%	+11.5%	+12.3%	+20.7%	+12.2%	−13.7%	$4.0B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.22%	−2.7%	+40.0%	+38.2%	+54.7%	+31.2%	−24.6%	$65.4B
2	BEMLP	First Trust North American Energy Infrastructure FundRead Desk	0.95%	2.80%	−1.1%	+17.9%	+19.8%	+22.6%	+15.6%	−7.9%	$4.2B
3	AIFRA	iShares U.S. Infrastructure ETFRead Desk	0.30%	1.75%	−1.1%	+11.5%	+12.3%	+20.7%	+12.2%	−13.7%	$4.0B

End-of-day Nov 4, 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

$17,812

EMLP

First Trust North American Energy Infrastructure Fund

$20,628

MeasureIFRAEMLP

Fee0.30%0.95%

Cost on $10k a year$30$95

Yield1.75%2.80%

5 years, per year+12.2%+15.6%

3 years, per year+20.7%+22.6%

Worst drop · 1Y−13.7%−7.9%

Volatility · 1Y15.1%11.1%

5–1measures won
EMLP first

30.9%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+49.8%

SMHVanEck

+40.0%

+49.8%Year to date+40.0%

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

$42.6BAssets$65.4B

2–0SOXX wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: IFRA, EMLP, SMH

Today

30.9%most shared, IFRA and EMLP

IFRAEMLPSMH

IFRA—30.9%0.0%

EMLP30.9%—0.0%

SMH0.0%0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$185most kept, EMLP

EMLP$280 − $95 = $185

IFRA$175 − $30 = $145

SMH$22 − $35 = −$13

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee