POWR vs EMLP

APOWR

BEMLP

Measures won2–4EMLP wins · of 6 · 5Y

$10,000 · 5Y$38,820SMH · EMLP $20,628

Lowest cost0.35%SMH · $35 on $10k

Most income6.40%POWR · $640 on $10k

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

Held in common27.0%POWR and EMLP

POWR

EMLP

iShares U.S. Power Infrastructure ETF · $454MFirst Trust North American Energy Infrastructure Fund · $4.3B

+5.1%3 years · per year$11,616 · $18,412+22.6%

+10.6%5 years · per year$16,569 · $20,628+15.6%

0.39%Expense ratio$39 · $95 on $10k · lower wins0.95%

6.40%12-mo yield$640 · $280 on $10k2.80%

−13.8%Worst dropSmaller wins−7.9%

18.3%VolatilityLower wins11.1%

2–4EMLP wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPOWR · EMLP

3.9%DUK2.3%

4.3%SO2.0%

2.0%ETR2.4%

2.8%AEP2.0%

Held in common27.0%

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

All Three

5Y3 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.22%	−2.7%	+40.0%	+38.2%	+54.7%	+31.2%	−24.6%	$65.8B
2	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%	$4.3B
3	APOWR	iShares U.S. Power Infrastructure ETFRead Desk	0.39%	6.40%	−2.3%	+6.6%	+3.4%	+5.1%	+10.6%	−13.8%	$454M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.22%	−2.7%	+40.0%	+38.2%	+54.7%	+31.2%	−24.6%	$65.8B
2	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%	$4.3B
3	APOWR	iShares U.S. Power Infrastructure ETFRead Desk	0.39%	6.40%	−2.3%	+6.6%	+3.4%	+5.1%	+10.6%	−13.8%	$454M

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

POWR vs EMLP

POWR

iShares U.S. Power Infrastructure

$16,569

EMLP

First Trust North American Energy Infrastructure Fund

$20,628

MeasurePOWREMLP

Fee0.39%0.95%

Cost on $10k a year$39$95

Yield6.40%2.80%

5 years, per year+10.6%+15.6%

3 years, per year+5.1%+22.6%

Worst drop · 1Y−13.8%−7.9%

Volatility · 1Y18.3%11.1%

4–2measures won
EMLP first

27.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+49.8%

SMHVanEck

+40.0%

+49.8%Year to date+40.0%

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

$44.3BAssets$65.8B

2–0SOXX wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: POWR, EMLP, SMH

Today

27.0%most shared, POWR and EMLP

POWREMLPSMH

POWR—27.0%0.0%

EMLP27.0%—0.0%

SMH0.0%0.0%—

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

Income After Fees on $10,000

$601most kept, POWR

POWR$640 − $39 = $601

EMLP$280 − $95 = $185

SMH$22 − $35 = −$13

KeptFee

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