IPAV vs EMLP

AIPAV

BEMLP

Measures won1–3EMLP wins · of 6 · 5Y

$10,000 · 5Y$33,824SMH · SOXX $26,093

Lowest cost0.33%SOXX · $33 on $10k

Most income2.85%EMLP · $285 on $10k

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

Held in common0.0%IPAV and EMLP

IPAV

EMLP

Global X Infrastructure Development ex-U.S. ETF · $6MFirst Trust North American Energy Infrastructure Fund · $4.2B

[…]3 years · per year[…] · $18,039+21.7%

[…]5 years · per year[…] · $20,216+15.1%

0.55%Expense ratio$55 · $95 on $10k · lower wins0.95%

1.62%12-mo yield$162 · $285 on $10k2.85%

−17.2%Worst dropSmaller wins−7.9%

19.5%VolatilityLower wins11.2%

1–3EMLP wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsIPAV · EMLP

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

Held in common0.0%

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%	$57.7B
2	SOXX	iShares Semiconductor ETFRead Desk	0.33%	0.78%	−12.1%	+31.6%	+34.0%	+39.8%	+21.1%	−39.5%	$37.6B
3	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
4	AIPAV	Global X Infrastructure Development ex-U.S. ETFRead Desk	0.55%	1.62%	−3.2%	+0.4%	+5.4%	new	new	−17.2%	$6M

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%	$57.7B
2	SOXX	iShares Semiconductor ETFRead Desk	0.33%	0.78%	−12.1%	+31.6%	+34.0%	+39.8%	+21.1%	−39.5%	$37.6B
3	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
4	AIPAV	Global X Infrastructure Development ex-U.S. ETFRead Desk	0.55%	1.62%	−3.2%	+0.4%	+5.4%	new	new	−17.2%	$6M

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

IPAV vs EMLP

IPAV

Global X Infrastructure Development ex-U.S.

[…]

EMLP

First Trust North American Energy Infrastructure Fund

$20,216

MeasureIPAVEMLP

Fee0.55%0.95%

Cost on $10k a year$55$95

Yield1.62%2.85%

5 years, per year[…]+15.1%

3 years, per year[…]+21.7%

Worst drop · 1Y−17.2%−7.9%

Volatility · 1Y19.5%11.2%

3–1measures won
EMLP first

0.0%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: IPAV, EMLP, SOXX, SMH

Today

69.8%most shared, SOXX and SMH

IPAVEMLPSOXXSMH

IPAV—0.0%0.0%0.0%

EMLP0.0%—0.0%0.0%

SOXX0.0%0.0%—69.8%

SMH0.0%0.0%69.8%—

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

Income After Fees on $10,000

$190most kept, EMLP

EMLP$285 − $95 = $190

IPAV$162 − $55 = $107

SOXX$78 − $33 = $45

SMH$25 − $35 = −$10

KeptFee

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