IVV vs EMLP

AIVV

BEMLP

Measures won2–4EMLP wins · of 6 · 5Y

$10,000 · 5Y$20,336EMLP · QQQ $17,509

Lowest cost0.03%IVV · $3 on $10k

Most income2.85%EMLP · $285 on $10k

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

Held in common2.5%IVV and EMLP

IVV

EMLP

iShares Core S&P 500 ETF · $853BFirst Trust North American Energy Infrastructure Fund · $4.2B

+21.8%3 years · per year$18,084 · $17,913+21.4%

+11.4%5 years · per year$17,177 · $20,336+15.3%

0.03%Expense ratio$3 · $95 on $10k · lower wins0.95%

1.14%12-mo yield$114 · $285 on $10k2.85%

−8.9%Worst dropSmaller wins−7.9%

13.6%VolatilityLower wins11.2%

2–4EMLP wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVV · EMLP

0.3%NEE1.4%

0.2%SO1.7%

0.2%DUK2.2%

0.1%CEG0.2%

Held in common2.5%

End-of-day Nov 6, 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%	2.85%	−0.1%	+16.1%	+17.7%	+21.4%	+15.3%	−7.9%	$4.2B
2	QQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.47%	+1.4%	+7.2%	+5.8%	+23.2%	+11.9%	−14.8%	$469.3B
3	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B

End-of-day Nov 6, 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%	2.85%	−0.1%	+16.1%	+17.7%	+21.4%	+15.3%	−7.9%	$4.2B
2	QQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.47%	+1.4%	+7.2%	+5.8%	+23.2%	+11.9%	−14.8%	$469.3B
3	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IVV vs EMLP

IVV

iShares Core S&P 500

$17,177

EMLP

First Trust North American Energy Infrastructure Fund

$20,336

MeasureIVVEMLP

Fee0.03%0.95%

Cost on $10k a year$3$95

Yield1.14%2.85%

5 years, per year+11.4%+15.3%

3 years, per year+21.8%+21.4%

Worst drop · 1Y−8.9%−7.9%

Volatility · 1Y13.6%11.2%

4–2measures won
EMLP first

2.5%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

QQQM vs QQQ

YTD

InvescoQQQM

+7.2%

QQQInvesco

+7.2%

+7.2%Year to date+7.2%

0.15% · $15Fee · on $10k a year0.18% · $18

$107BAssets$469B

1–0QQQM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026

Overlap: IVV, EMLP, QQQ

Today

52.1%most shared, IVV and QQQ

IVVEMLPQQQ

IVV—2.5%52.1%

EMLP2.5%—1.0%

QQQ52.1%1.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$190most kept, EMLP

EMLP$285 − $95 = $190

IVV$114 − $3 = $111

QQQ$47 − $18 = $29

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee