MLPA vs EMLP

AMLPA

BEMLP

Measures won2–4EMLP wins · of 6 · 5Y

$10,000 · 5Y$20,285EMLP · MLPA $19,826

Lowest cost0.08%XLF · $8 on $10k

Most income5.92%MLPA · $592 on $10k

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

Held in common23.0%MLPA and EMLP

MLPA

EMLP

Global X - MLP ETF · $2.3BFirst Trust North American Energy Infrastructure Fund · $4.1B

+12.2%3 years · per year$14,143 · $17,569+20.7%

+14.7%5 years · per year$19,826 · $20,285+15.2%

0.77%Expense ratio$77 · $95 on $10k · lower wins0.95%

5.92%12-mo yield$592 · $282 on $10k2.82%

−11.1%Worst dropSmaller wins−7.9%

13.3%VolatilityLower wins11.3%

2–4EMLP wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsMLPA · EMLP

14.3%EPD9.0%

15.2%ET7.2%

13.0%MPLX4.4%

7.0%CQP1.3%

Held in common23.0%

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	AMLPA	Global X - MLP ETFRead Desk	0.77%	5.92%	−1.1%	+12.2%	+14.2%	+12.2%	+14.7%	−11.1%	$2.3B
3	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.42%	+1.5%	+7.2%	+12.4%	+22.2%	+9.4%	−14.8%	$53.4B

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	AMLPA	Global X - MLP ETFRead Desk	0.77%	5.92%	−1.1%	+12.2%	+14.2%	+12.2%	+14.7%	−11.1%	$2.3B
3	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.42%	+1.5%	+7.2%	+12.4%	+22.2%	+9.4%	−14.8%	$53.4B

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

MLPA vs EMLP

MLPA

Global X - MLP

$19,826

EMLP

First Trust North American Energy Infrastructure Fund

$20,285

MeasureMLPAEMLP

Fee0.77%0.95%

Cost on $10k a year$77$95

Yield5.92%2.82%

5 years, per year+14.7%+15.2%

3 years, per year+12.2%+20.7%

Worst drop · 1Y−11.1%−7.9%

Volatility · 1Y13.3%11.3%

4–2measures won
EMLP first

23.0%

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: MLPA, EMLP, XLF

Today

23.0%most shared, MLPA and EMLP

MLPAEMLPXLF

MLPA—23.0%0.0%

EMLP23.0%—0.0%

XLF0.0%0.0%—

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

Income After Fees on $10,000

$515most kept, MLPA

MLPA$592 − $77 = $515

EMLP$282 − $95 = $187

XLF$142 − $8 = $134

KeptFee

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