NFRA vs EMLP

ANFRA

BEMLP

Measures won4–2NFRA wins · of 6 · 5Y

$10,000 · 5Y$33,824SMH · EMLP $20,216

Lowest cost0.35%SMH · $35 on $10k

Most income5.74%NFRA · $574 on $10k

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

Held in common14.1%NFRA and EMLP

NFRA

EMLP

Northern Trust STOXX Global Broad Infrastructure ETF · $3.1BFirst Trust North American Energy Infrastructure Fund · $4.2B

+14.8%3 years · per year$15,144 · $18,039+21.7%

+5.6%5 years · per year$13,116 · $20,216+15.1%

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

5.74%12-mo yield$574 · $285 on $10k2.85%

−7.3%Worst dropSmaller wins−7.9%

11.0%VolatilityLower wins11.2%

4–2NFRA wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsNFRA · EMLP

2.5%NEE1.7%

1.5%SO2.1%

1.4%DUK2.3%

1.0%AEP2.0%

Held in common14.1%

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

All Four

5Y4 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$57.7B
2	BEMLP	First Trust North American Energy Infrastructure FundRead Desk	0.95%	2.85%	−1.5%	+16.1%	+18.6%	+21.7%	+15.1%	−7.9%	$4.2B
3	ANFRA	Northern Trust STOXX Global Broad Infrastructure ETFRead Desk	0.48%	5.74%	−1.7%	+8.4%	+10.4%	+14.8%	+5.6%	−7.3%	$3.1B
4	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	−18.0%	new	new	new	new	[…]	$14.4B

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

All Four

5Y4 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$57.7B
2	BEMLP	First Trust North American Energy Infrastructure FundRead Desk	0.95%	2.85%	−1.5%	+16.1%	+18.6%	+21.7%	+15.1%	−7.9%	$4.2B
3	ANFRA	Northern Trust STOXX Global Broad Infrastructure ETFRead Desk	0.48%	5.74%	−1.7%	+8.4%	+10.4%	+14.8%	+5.6%	−7.3%	$3.1B
4	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	−18.0%	new	new	new	new	[…]	$14.4B

End-of-day Nov 5, 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

$13,116

EMLP

First Trust North American Energy Infrastructure Fund

$20,216

MeasureNFRAEMLP

Fee0.48%0.95%

Cost on $10k a year$48$95

Yield5.74%2.85%

5 years, per year+5.6%+15.1%

3 years, per year+14.8%+21.7%

Worst drop · 1Y−7.3%−7.9%

Volatility · 1Y11.0%11.2%

4–2measures won
NFRA first

14.1%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+31.6%

SMHVanEck

+24.3%

+31.6%Year to date+24.3%

0.33% · $33Fee · on $10k a year0.35% · $35

$37.6BAssets$57.7B

2–0SOXX wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: NFRA, EMLP, DRAM, SMH

Today

14.1%most shared, NFRA and EMLP

NFRAEMLPDRAMSMH

NFRA—14.1%0.0%0.0%

EMLP14.1%—0.0%0.0%

DRAM0.0%0.0%—3.2%

SMH0.0%0.0%3.2%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$526most kept, NFRA

NFRA$574 − $48 = $526

EMLP$285 − $95 = $190

SMH$25 − $35 = −$10

DRAM$0 − $65 = −$65

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee