IGF vs EMLP

AIGF

BEMLP

Measures won2–4EMLP wins · of 6 · 5Y

$10,000 · 5Y$33,824SMH · EMLP $20,216

Lowest cost0.35%SMH · $35 on $10k

Most income2.95%IGF · $295 on $10k

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

Held in common23.5%IGF and EMLP

IGF

EMLP

iShares Global Infrastructure ETF · $10.9BFirst Trust North American Energy Infrastructure Fund · $4.2B

+19.7%3 years · per year$17,157 · $18,039+21.7%

+9.6%5 years · per year$15,807 · $20,216+15.1%

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

2.95%12-mo yield$295 · $285 on $10k2.85%

−10.4%Worst dropSmaller wins−7.9%

11.3%VolatilityLower wins11.2%

2–4EMLP wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsIGF · EMLP

2.8%DUK2.3%

2.9%SO2.1%

2.0%KMI3.7%

1.9%AEP2.0%

Held in common23.5%

End-of-day Nov 5, 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%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$65.4B
2	BEMLP	First Trust North American Energy Infrastructure FundRead Desk	0.95%	2.85%	−1.5%	+16.1%	+18.6%	+21.7%	+15.1%	−7.9%	$4.2B
3	CIBR	First Trust Nasdaq Cybersecurity ETFRead Desk	0.58%	0.43%	−6.5%	+27.7%	+21.3%	+27.4%	+11.8%	−20.6%	$16.9B
4	AIGF	iShares Global Infrastructure ETFRead Desk	0.37%	2.95%	−1.2%	+8.2%	+10.7%	+19.7%	+9.6%	−10.4%	$10.9B

End-of-day Nov 5, 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%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$65.4B
2	BEMLP	First Trust North American Energy Infrastructure FundRead Desk	0.95%	2.85%	−1.5%	+16.1%	+18.6%	+21.7%	+15.1%	−7.9%	$4.2B
3	CIBR	First Trust Nasdaq Cybersecurity ETFRead Desk	0.58%	0.43%	−6.5%	+27.7%	+21.3%	+27.4%	+11.8%	−20.6%	$16.9B
4	AIGF	iShares Global Infrastructure ETFRead Desk	0.37%	2.95%	−1.2%	+8.2%	+10.7%	+19.7%	+9.6%	−10.4%	$10.9B

End-of-day Nov 5, 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

$15,807

EMLP

First Trust North American Energy Infrastructure Fund

$20,216

MeasureIGFEMLP

Fee0.37%0.95%

Cost on $10k a year$37$95

Yield2.95%2.85%

5 years, per year+9.6%+15.1%

3 years, per year+19.7%+21.7%

Worst drop · 1Y−10.4%−7.9%

Volatility · 1Y11.3%11.2%

4–2measures won
EMLP first

23.5%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+31.6%

SMHVanEck

+24.3%

+31.6%Year to date+24.3%

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

$42.6BAssets$65.4B

2–0SOXX wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: IGF, EMLP, CIBR, SMH

Today

23.5%most shared, IGF and EMLP

IGFEMLPCIBRSMH

IGF—23.5%0.0%0.0%

EMLP23.5%—0.0%0.0%

CIBR0.0%0.0%—5.8%

SMH0.0%0.0%5.8%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$258most kept, IGF

IGF$295 − $37 = $258

EMLP$285 − $95 = $190

SMH$25 − $35 = −$10

CIBR$43 − $58 = −$15

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee