NFRA vs EMLP

ANFRA

BEMLP

Measures won4–2NFRA wins · of 6 · 5Y

$10,000 · 5Y$20,628EMLP · NFRA $13,443

Lowest cost0.48%NFRA · $48 on $10k

Most income5.64%NFRA · $564 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 · $4.2B

+15.8%3 years · per year$15,521 · $18,412+22.6%

+6.1%5 years · per year$13,443 · $20,628+15.6%

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

5.64%12-mo yield$564 · $280 on $10k2.80%

−7.3%Worst dropSmaller wins−7.9%

10.9%VolatilityLower wins11.1%

4–2NFRA wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsNFRA · EMLP

2.4%NEE1.6%

1.5%SO2.0%

1.4%DUK2.3%

1.0%AEP2.0%

Held in common14.3%

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	ANFRA	Northern Trust STOXX Global Broad Infrastructure ETFRead Desk	0.48%	5.64%	+1.9%	+10.4%	+11.7%	+15.8%	+6.1%	−7.3%	$3.1B
3	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	−5.3%	new	new	new	new	[…]	$17.6B

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	ANFRA	Northern Trust STOXX Global Broad Infrastructure ETFRead Desk	0.48%	5.64%	+1.9%	+10.4%	+11.7%	+15.8%	+6.1%	−7.3%	$3.1B
3	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	−5.3%	new	new	new	new	[…]	$17.6B

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

NFRA vs EMLP

NFRA

Northern Trust STOXX Global Broad Infrastructure

$13,443

EMLP

First Trust North American Energy Infrastructure Fund

$20,628

MeasureNFRAEMLP

Fee0.48%0.95%

Cost on $10k a year$48$95

Yield5.64%2.80%

5 years, per year+6.1%+15.6%

3 years, per year+15.8%+22.6%

Worst drop · 1Y−7.3%−7.9%

Volatility · 1Y10.9%11.1%

4–2measures won
NFRA first

14.3%

holdings shared

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

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

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

Overlap: NFRA, EMLP, DRAM

Today

14.3%most shared, NFRA and EMLP

NFRAEMLPDRAM

NFRA—14.3%0.0%

EMLP14.3%—0.0%

DRAM0.0%0.0%—

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

Income After Fees on $10,000

$516most kept, NFRA

NFRA$564 − $48 = $516

EMLP$280 − $95 = $185

DRAM$0 − $65 = −$65

KeptFee

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