NFRA vs EMLP

ANFRA

BEMLP

Measures won4–2NFRA wins · of 6 · 5Y

$10,000 · 5Y$20,650EMLP · NFRA $13,114

Lowest cost0.48%NFRA · $48 on $10k

Most income5.74%NFRA · $574 on $10k

Smallest drop−7.3%NFRA · worst fall in 1Y

Held in common14.3%NFRA and EMLP

NFRA

EMLP

Northern Trust STOXX Global Broad Infrastructure ETF · $3.1BFirst Trust North American Energy Infrastructure Fund · $4.3B

+15.6%3 years · per year$15,429 · $18,685+23.2%

+5.6%5 years · per year$13,114 · $20,649+15.6%

0.48%Expense ratio$48 · $95 on $10k · lower wins0.95%

5.74%12-mo yield$574 · $277 on $10k2.77%

−7.3%Worst dropSmaller wins−7.9%

10.7%VolatilityLower wins11.1%

4–2NFRA wins

$10,000 · 5 yearsOne scale

Shared top holdingsNFRA · EMLP

2.5%NEE1.6%

1.5%SO2.0%

1.4%DUK2.2%

1.0%AEP2.0%

Held in common14.3%

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	ANFRA	Northern Trust STOXX Global Broad Infrastructure ETFRead Desk		0.48%	5.74%	−0.2%	+8.3%	+9.0%	+15.6%	+5.6%	−7.3%	$3.1B

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	ANFRA	Northern Trust STOXX Global Broad Infrastructure ETFRead Desk		0.48%	5.74%	−0.2%	+8.3%	+9.0%	+15.6%	+5.6%	−7.3%	$3.1B

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

NFRA vs EMLP

NFRA

Northern Trust STOXX Global Broad Infrastructure

$13,114

EMLP

First Trust North American Energy Infrastructure Fund

$20,650

MeasureNFRAEMLP

Fee0.48%0.95%

Cost on $10k a year$48$95

Yield5.74%2.77%

5 years, per year+5.6%+15.6%

3 years, per year+15.6%+23.2%

Worst drop · 1Y−7.3%−7.9%

Volatility · 1Y10.7%11.1%

4–2measures won
NFRA first

14.3%

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: NFRA, EMLP

Today

14.3%most shared, NFRA and EMLP

NFRAEMLP

NFRA—14.3%

EMLP14.3%—

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

Income After Fees on $10,000

$526most kept, NFRA

NFRA$574 − $48 = $526

EMLP$277 − $95 = $182

KeptFee

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