NUIF vs EMLP

ANUIF

BEMLP

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$20,336EMLP

Lowest cost0.55%NUIF · $55 on $10k

Most income2.85%EMLP · $285 on $10k

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

Held in common28.5%NUIF and EMLP

NUIF

EMLP

Nuveen US Infrastructure ETF · $25MFirst Trust North American Energy Infrastructure Fund · $4.2B

[…]3 years · per year[…] · $17,913+21.4%

[…]5 years · per year[…] · $20,336+15.3%

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

0.00%12-mo yield$0 · $285 on $10k2.85%

[…]Worst dropSmaller wins−7.9%

[…]VolatilityLower wins11.2%

1–1Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsNUIF · EMLP

3.0%KMI3.5%

7.7%ETR2.4%

2.4%OKE2.2%

9.2%AEP2.0%

Held in common28.5%

End-of-day Nov 6, 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%	2.85%	−0.1%	+16.1%	+17.7%	+21.4%	+15.3%	−7.9%	$4.2B
2	ANUIF	Nuveen US Infrastructure ETFRead Desk	0.55%	0.00%	−0.8%	new	new	new	new	[…]	$25M
3	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+6.2%	new	new	new	new	[…]	$14.4B

End-of-day Nov 6, 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%	2.85%	−0.1%	+16.1%	+17.7%	+21.4%	+15.3%	−7.9%	$4.2B
2	ANUIF	Nuveen US Infrastructure ETFRead Desk	0.55%	0.00%	−0.8%	new	new	new	new	[…]	$25M
3	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+6.2%	new	new	new	new	[…]	$14.4B

End-of-day Nov 6, 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

$20,336

MeasureNUIFEMLP

Fee0.55%0.95%

Cost on $10k a year$55$95

Yield0.00%2.85%

5 years, per year[…]+15.3%

3 years, per year[…]+21.4%

Worst drop · 1Y[…]−7.9%

Volatility · 1Y[…]11.2%

1–1measures won
level

28.5%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: NUIF, EMLP, DRAM

Today

28.5%most shared, NUIF and EMLP

NUIFEMLPDRAM

NUIF—28.5%0.0%

EMLP28.5%—0.0%

DRAM0.0%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$190most kept, EMLP

EMLP$285 − $95 = $190

NUIF$0 − $55 = −$55

DRAM$0 − $65 = −$65

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee