IGF vs EMLP

AIGF

BEMLP

Measures won2–4EMLP wins · of 6 · 5Y

$10,000 · 5Y$20,628EMLP · IGF $16,114

Lowest cost0.37%IGF · $37 on $10k

Most income2.91%IGF · $291 on $10k

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

Held in common23.7%IGF and EMLP

IGF

EMLP

iShares Global Infrastructure ETF · $10.9BFirst Trust North American Energy Infrastructure Fund · $4.3B

+20.4%3 years · per year$17,459 · $18,412+22.6%

+10.0%5 years · per year$16,114 · $20,628+15.6%

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

2.91%12-mo yield$291 · $280 on $10k2.80%

−10.4%Worst dropSmaller wins−7.9%

11.2%VolatilityLower wins11.1%

2–4EMLP wins

$10,000 · 5 yearsOne scale

Shared top holdingsIGF · EMLP

2.7%DUK2.3%

2.1%KMI3.8%

3.0%SO2.0%

1.9%AEP2.0%

Held in common23.7%

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

Both

5Y2 funds

#			Trend
1	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%	$4.3B
2	AIGF	iShares Global Infrastructure ETFRead Desk		0.37%	2.91%	+1.0%	+9.6%	+11.5%	+20.4%	+10.0%	−10.4%	$10.9B

End-of-day Nov 4, 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%	2.80%	−1.1%	+17.9%	+19.8%	+22.6%	+15.6%	−7.9%	$4.3B
2	AIGF	iShares Global Infrastructure ETFRead Desk		0.37%	2.91%	+1.0%	+9.6%	+11.5%	+20.4%	+10.0%	−10.4%	$10.9B

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

IGF vs EMLP

IGF

iShares Global Infrastructure

$16,114

EMLP

First Trust North American Energy Infrastructure Fund

$20,628

MeasureIGFEMLP

Fee0.37%0.95%

Cost on $10k a year$37$95

Yield2.91%2.80%

5 years, per year+10.0%+15.6%

3 years, per year+20.4%+22.6%

Worst drop · 1Y−10.4%−7.9%

Volatility · 1Y11.2%11.1%

4–2measures won
EMLP first

23.7%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: IGF, EMLP

Today

23.7%most shared, IGF and EMLP

IGFEMLP

IGF—23.7%

EMLP23.7%—

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

Income After Fees on $10,000

$254most kept, IGF

IGF$291 − $37 = $254

EMLP$280 − $95 = $185

KeptFee

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