NFRX vs EMLP

ANFRX

BEMLP

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$20,628EMLP

Lowest cost0.85%NFRX · $85 on $10k

Most income2.80%EMLP · $280 on $10k

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

Held in common19.9%NFRX and EMLP

NFRX

EMLP

Harrison Street Infrastructure Active ETF · $115MFirst Trust North American Energy Infrastructure Fund · $4.2B

[…]3 years · per year[…] · $18,412+22.6%

[…]5 years · per year[…] · $20,628+15.6%

0.85%Expense ratio$85 · $95 on $10k · lower wins0.95%

1.27%12-mo yield$127 · $280 on $10k2.80%

[…]Worst dropSmaller wins−7.9%

[…]VolatilityLower wins11.1%

1–1Level

$10,000 · 5 yearsOne scale

Shared top holdingsNFRX · EMLP

3.5%ETR2.4%

2.7%SRE2.0%

3.5%AEP2.0%

2.7%LNG1.8%

Held in common19.9%

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

Both

5Y2 funds

#			Trend
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	ANFRX	Harrison Street Infrastructure Active ETFRead Desk		0.85%	1.27%	+1.1%	new	new	new	new	[…]	$115M

End-of-day Nov 4, 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%	2.80%	−1.1%	+17.9%	+19.8%	+22.6%	+15.6%	−7.9%	$4.2B
2	ANFRX	Harrison Street Infrastructure Active ETFRead Desk		0.85%	1.27%	+1.1%	new	new	new	new	[…]	$115M

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

NFRX vs EMLP

NFRX

Harrison Street Infrastructure Active

[…]

EMLP

First Trust North American Energy Infrastructure Fund

$20,628

MeasureNFRXEMLP

Fee0.85%0.95%

Cost on $10k a year$85$95

Yield1.27%2.80%

5 years, per year[…]+15.6%

3 years, per year[…]+22.6%

Worst drop · 1Y[…]−7.9%

Volatility · 1Y[…]11.1%

1–1measures won
level

19.9%

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: NFRX, EMLP

Today

19.9%most shared, NFRX and EMLP

NFRXEMLP

NFRX—19.9%

EMLP19.9%—

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

Income After Fees on $10,000

$185most kept, EMLP

EMLP$280 − $95 = $185

NFRX$127 − $85 = $42

KeptFee

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