PAVE vs EMLP

APAVE

BEMLP

Measures won2–3EMLP wins · of 6 · 5Y

$10,000 · 5Y$20,628EMLP · PAVE $20,624

Lowest cost0.47%PAVE · $47 on $10k

Most income2.80%EMLP · $280 on $10k

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

Held in common4.2%PAVE and EMLP

PAVE

EMLP

Global X - U.S. Infrastructure Development ETF · $14.2BFirst Trust North American Energy Infrastructure Fund · $4.2B

+24.4%3 years · per year$19,274 · $18,412+22.6%

+15.6%5 years · per year$20,624 · $20,628+15.6%

0.47%Expense ratio$47 · $95 on $10k · lower wins0.95%

0.80%12-mo yield$80 · $280 on $10k2.80%

−13.8%Worst dropSmaller wins−7.9%

20.6%VolatilityLower wins11.1%

2–3EMLP wins

$10,000 · 5 yearsOne scale

Shared top holdingsPAVE · EMLP

2.9%SRE2.0%

1.1%J1.3%

0.6%TTEK1.4%

0.9%MTZ0.3%

Held in common4.2%

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	APAVE	Global X - U.S. Infrastructure Development ETFRead Desk		0.47%	0.80%	−1.7%	+13.0%	+13.0%	+24.4%	+15.6%	−13.8%	$14.2B

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	APAVE	Global X - U.S. Infrastructure Development ETFRead Desk		0.47%	0.80%	−1.7%	+13.0%	+13.0%	+24.4%	+15.6%	−13.8%	$14.2B

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

PAVE vs EMLP

PAVE

Global X - U.S. Infrastructure Development

$20,624

EMLP

First Trust North American Energy Infrastructure Fund

$20,628

MeasurePAVEEMLP

Fee0.47%0.95%

Cost on $10k a year$47$95

Yield0.80%2.80%

5 years, per year+15.6%+15.6%

3 years, per year+24.4%+22.6%

Worst drop · 1Y−13.8%−7.9%

Volatility · 1Y20.6%11.1%

3–2measures won
EMLP first

4.2%

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: PAVE, EMLP

Today

4.2%most shared, PAVE and EMLP

PAVEEMLP

PAVE—4.2%

EMLP4.2%—

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

PAVE$80 − $47 = $33

KeptFee

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