NBET vs EMLP

ANBET

BEMLP

Measures won1–4EMLP wins · of 6 · 5Y

$10,000 · 5Y$20,650EMLP

Lowest cost0.95%EMLP · $95 on $10k

Most income2.77%EMLP · $277 on $10k

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

Held in common29.6%NBET and EMLP

NBET

EMLP

Neuberger Berman Energy Transition & Infrastructure ETF · $56MFirst Trust North American Energy Infrastructure Fund · $4.3B

+29.3%3 years · per year$21,621 · $18,685+23.2%

[…]5 years · per year[…] · $20,649+15.6%

2.10%Expense ratio$210 · $95 on $10k · lower wins0.95%

2.39%12-mo yield$239 · $277 on $10k2.77%

−8.0%Worst dropSmaller wins−7.9%

16.1%VolatilityLower wins11.1%

1–4EMLP wins

$10,000 · 5 yearsOne scale

Shared top holdingsNBET · EMLP

7.5%ET7.5%

7.3%EPD8.9%

2.0%PAGP3.8%

2.0%SRE2.0%

Held in common29.6%

End-of-day Nov 3, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BEMLP	First Trust North American Energy Infrastructure FundRead Desk		0.95%	2.77%	−0.5%	+19.2%	+21.0%	+23.2%	+15.6%	−7.9%	$4.3B
2	ANBET	Neuberger Berman Energy Transition & Infrastructure ETFRead Desk		2.10%	2.39%	0.0%	+31.2%	+35.5%	+29.3%	new	−8.0%	$56M

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

Both

5Y2 funds

#			Trend
1	BEMLP	First Trust North American Energy Infrastructure FundRead Desk		0.95%	2.77%	−0.5%	+19.2%	+21.0%	+23.2%	+15.6%	−7.9%	$4.3B
2	ANBET	Neuberger Berman Energy Transition & Infrastructure ETFRead Desk		2.10%	2.39%	0.0%	+31.2%	+35.5%	+29.3%	new	−8.0%	$56M

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

Cards for this view

NBET vs EMLP

NBET

Neuberger Berman Energy Transition & Infrastructure

[…]

EMLP

First Trust North American Energy Infrastructure Fund

$20,649

MeasureNBETEMLP

Fee2.10%0.95%

Cost on $10k a year$210$95

Yield2.39%2.77%

5 years, per year[…]+15.6%

3 years, per year+29.3%+23.2%

Worst drop · 1Y−8.0%−7.9%

Volatility · 1Y16.1%11.1%

4–1measures won
EMLP first

29.6%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: NBET, EMLP

Today

29.6%most shared, NBET and EMLP

NBETEMLP

NBET—29.6%

EMLP29.6%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$182most kept, EMLP

EMLP$277 − $95 = $182

NBET$239 − $210 = $29

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee