NUIF vs EMLP

ANUIF

BEMLP

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$20,650EMLP

Lowest cost0.55%NUIF · $55 on $10k

Most income2.77%EMLP · $277 on $10k

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

Held in common30.2%NUIF and EMLP

NUIF

EMLP

Nuveen US Infrastructure ETF · $25MFirst Trust North American Energy Infrastructure Fund · $4.3B

[…]3 years · per year[…] · $18,685+23.2%

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

0.55%Expense ratio$55 · $95 on $10k · lower wins0.95%

0.00%12-mo yield$0 · $277 on $10k2.77%

[…]Worst dropSmaller wins−7.9%

[…]VolatilityLower wins11.1%

1–1Level

$10,000 · 5 yearsOne scale

Shared top holdingsNUIF · EMLP

3.1%KMI3.8%

2.5%OKE2.4%

7.5%ETR2.4%

8.7%AEP2.0%

Held in common30.2%

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	ANUIF	Nuveen US Infrastructure ETFRead Desk		0.55%	0.00%	−0.4%	new	new	new	new	[…]	$25M

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	ANUIF	Nuveen US Infrastructure ETFRead Desk		0.55%	0.00%	−0.4%	new	new	new	new	[…]	$25M

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

NUIF vs EMLP

NUIF

Nuveen US Infrastructure

[…]

EMLP

First Trust North American Energy Infrastructure Fund

$20,649

MeasureNUIFEMLP

Fee0.55%0.95%

Cost on $10k a year$55$95

Yield0.00%2.77%

5 years, per year[…]+15.6%

3 years, per year[…]+23.2%

Worst drop · 1Y[…]−7.9%

Volatility · 1Y[…]11.1%

1–1measures won
level

30.2%

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: NUIF, EMLP

Today

30.2%most shared, NUIF and EMLP

NUIFEMLP

NUIF—30.2%

EMLP30.2%—

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

NUIF$0 − $55 = −$55

KeptFee

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