IGV vs EMLP

AIGV

BEMLP

Measures won1–5EMLP wins · of 6 · 5Y

$10,000 · 5Y$20,285EMLP · IGV $11,584

Lowest cost0.38%IGV · $38 on $10k

Most income2.82%EMLP · $282 on $10k

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

Held in common0.0%IGV and EMLP

IGV

EMLP

iShares Expanded Tech-Software Sector ETF · $12.4BFirst Trust North American Energy Infrastructure Fund · $4.1B

+13.6%3 years · per year$14,660 · $17,569+20.7%

+3.0%5 years · per year$11,584 · $20,285+15.2%

0.38%Expense ratio$38 · $95 on $10k · lower wins0.95%

0.02%12-mo yield$2 · $282 on $10k2.82%

−33.2%Worst dropSmaller wins−7.9%

32.9%VolatilityLower wins11.3%

1–5EMLP wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIGV · EMLP

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 9, 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	BEMLP	First Trust North American Energy Infrastructure FundRead Desk	0.95%	2.82%	+1.0%	+17.2%	+18.4%	+20.7%	+15.2%	−7.9%	$4.1B
2	AIGV	iShares Expanded Tech-Software Sector ETFRead Desk	0.38%	0.02%	+2.6%	−4.0%	−7.2%	+13.6%	+3.0%	−33.2%	$12.4B
3	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+6.3%	new	new	new	new	[…]	$14.7B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BEMLP	First Trust North American Energy Infrastructure FundRead Desk	0.95%	2.82%	+1.0%	+17.2%	+18.4%	+20.7%	+15.2%	−7.9%	$4.1B
2	AIGV	iShares Expanded Tech-Software Sector ETFRead Desk	0.38%	0.02%	+2.6%	−4.0%	−7.2%	+13.6%	+3.0%	−33.2%	$12.4B
3	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+6.3%	new	new	new	new	[…]	$14.7B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IGV vs EMLP

IGV

iShares Expanded Tech-Software Sector

$11,584

EMLP

First Trust North American Energy Infrastructure Fund

$20,285

MeasureIGVEMLP

Fee0.38%0.95%

Cost on $10k a year$38$95

Yield0.02%2.82%

5 years, per year+3.0%+15.2%

3 years, per year+13.6%+20.7%

Worst drop · 1Y−33.2%−7.9%

Volatility · 1Y32.9%11.3%

5–1measures won
EMLP first

0.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: IGV, EMLP, DRAM

Today

0.0%most shared, IGV and EMLP

IGVEMLPDRAM

IGV—0.0%0.0%

EMLP0.0%—0.0%

DRAM0.0%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$187most kept, EMLP

EMLP$282 − $95 = $187

IGV$2 − $38 = −$36

DRAM$0 − $65 = −$65

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee