POWR vs EMLP

APOWR

BEMLP

Measures won2–4EMLP wins · of 6 · 5Y

$10,000 · 5Y$33,824SMH · EMLP $20,216

Lowest cost0.35%SMH · $35 on $10k

Most income6.64%POWR · $664 on $10k

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

Held in common27.7%POWR and EMLP

POWR

EMLP

iShares U.S. Power Infrastructure ETF · $444MFirst Trust North American Energy Infrastructure Fund · $4.2B

+4.1%3 years · per year$11,269 · $18,039+21.7%

+9.9%5 years · per year$16,055 · $20,216+15.1%

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

6.64%12-mo yield$664 · $285 on $10k2.85%

−14.5%Worst dropSmaller wins−7.9%

18.6%VolatilityLower wins11.2%

2–4EMLP wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsPOWR · EMLP

4.2%DUK2.3%

2.1%ETR2.4%

4.4%SO2.1%

2.9%AEP2.0%

Held in common27.7%

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$65.4B
2	BEMLP	First Trust North American Energy Infrastructure FundRead Desk	0.95%	2.85%	−1.5%	+16.1%	+18.6%	+21.7%	+15.1%	−7.9%	$4.2B
3	APOWR	iShares U.S. Power Infrastructure ETFRead Desk	0.39%	6.64%	−3.6%	+2.8%	+0.7%	+4.1%	+9.9%	−14.5%	$444M
4	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	−18.0%	new	new	new	new	[…]	$17.6B

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

All Four

5Y4 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$65.4B
2	BEMLP	First Trust North American Energy Infrastructure FundRead Desk	0.95%	2.85%	−1.5%	+16.1%	+18.6%	+21.7%	+15.1%	−7.9%	$4.2B
3	APOWR	iShares U.S. Power Infrastructure ETFRead Desk	0.39%	6.64%	−3.6%	+2.8%	+0.7%	+4.1%	+9.9%	−14.5%	$444M
4	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	−18.0%	new	new	new	new	[…]	$17.6B

End-of-day Nov 5, 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

$16,055

EMLP

First Trust North American Energy Infrastructure Fund

$20,216

MeasurePOWREMLP

Fee0.39%0.95%

Cost on $10k a year$39$95

Yield6.64%2.85%

5 years, per year+9.9%+15.1%

3 years, per year+4.1%+21.7%

Worst drop · 1Y−14.5%−7.9%

Volatility · 1Y18.6%11.2%

4–2measures won
EMLP first

27.7%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+31.6%

SMHVanEck

+24.3%

+31.6%Year to date+24.3%

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

$42.6BAssets$65.4B

2–0SOXX wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: POWR, EMLP, SMH, DRAM

Today

27.7%most shared, POWR and EMLP

POWREMLPSMHDRAM

POWR—27.7%0.0%0.0%

EMLP27.7%—0.0%0.0%

SMH0.0%0.0%—3.2%

DRAM0.0%0.0%3.2%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$625most kept, POWR

POWR$664 − $39 = $625

EMLP$285 − $95 = $190

SMH$25 − $35 = −$10

DRAM$0 − $65 = −$65

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee