IVV vs EMLP

AIVV

BEMLP

Measures won2–4EMLP wins · of 6 · 5Y

$10,000 · 5Y$20,628EMLP · IVV $18,118

Lowest cost0.03%IVV · $3 on $10k

Most income2.80%EMLP · $280 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 · $887BFirst Trust North American Energy Infrastructure Fund · $4.2B

+24.2%3 years · per year$19,178 · $18,412+22.6%

+12.6%5 years · per year$18,118 · $20,628+15.6%

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

1.09%12-mo yield$109 · $280 on $10k2.80%

−8.9%Worst dropSmaller wins−7.9%

12.9%VolatilityLower wins11.1%

2–4EMLP wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVV · EMLP

0.3%NEE1.6%

0.2%SO2.0%

0.2%DUK2.3%

0.1%WMB0.5%

Held in common2.5%

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

All Three

5Y3 funds

#
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%	$4.2B
2	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$886.8B
3	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T

End-of-day Nov 4, 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%	2.80%	−1.1%	+17.9%	+19.8%	+22.6%	+15.6%	−7.9%	$4.2B
2	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$886.8B
3	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T

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

IVV vs EMLP

IVV

iShares Core S&P 500

$18,118

EMLP

First Trust North American Energy Infrastructure Fund

$20,628

MeasureIVVEMLP

Fee0.03%0.95%

Cost on $10k a year$3$95

Yield1.09%2.80%

5 years, per year+12.6%+15.6%

3 years, per year+24.2%+22.6%

Worst drop · 1Y−8.9%−7.9%

Volatility · 1Y12.9%11.1%

4–2measures won
EMLP first

2.5%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: IVV, EMLP, VOO

Today

94.5%most shared, IVV and VOO

IVVEMLPVOO

IVV—2.5%94.5%

EMLP2.5%—2.3%

VOO94.5%2.3%—

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

Income After Fees on $10,000

$185most kept, EMLP

EMLP$280 − $95 = $185

IVV$109 − $3 = $106

VOO$105 − $3 = $102

KeptFee

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