POWR vs EMLP

APOWR

BEMLP

Measures won2–4EMLP wins · of 6 · 5Y

$10,000 · 5Y$31,133SOXX · EMLP $20,650

Lowest cost0.33%SOXX · $33 on $10k

Most income6.25%POWR · $625 on $10k

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

Held in common27.1%POWR and EMLP

POWR

EMLP

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

+6.2%3 years · per year$11,992 · $18,685+23.2%

+10.7%5 years · per year$16,619 · $20,649+15.6%

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

6.25%12-mo yield$625 · $277 on $10k2.77%

−13.8%Worst dropSmaller wins−7.9%

18.2%VolatilityLower wins11.1%

2–4EMLP wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPOWR · EMLP

4.1%DUK2.2%

2.1%ETR2.4%

4.4%SO2.0%

2.9%AEP2.0%

Held in common27.1%

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

All Three

5Y3 funds

#
1	SOXX	iShares Semiconductor ETFRead Desk	0.33%	0.27%	+2.5%	+54.7%	+52.2%	+47.3%	+25.5%	−30.7%	$44.3B
2	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
3	APOWR	iShares U.S. Power Infrastructure ETFRead Desk	0.39%	6.25%	+1.3%	+9.2%	+6.3%	+6.2%	+10.7%	−13.8%	$454M

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

All Three

5Y3 funds

#
1	SOXX	iShares Semiconductor ETFRead Desk	0.33%	0.27%	+2.5%	+54.7%	+52.2%	+47.3%	+25.5%	−30.7%	$44.3B
2	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
3	APOWR	iShares U.S. Power Infrastructure ETFRead Desk	0.39%	6.25%	+1.3%	+9.2%	+6.3%	+6.2%	+10.7%	−13.8%	$454M

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

POWR vs EMLP

POWR

iShares U.S. Power Infrastructure

$16,619

EMLP

First Trust North American Energy Infrastructure Fund

$20,650

MeasurePOWREMLP

Fee0.39%0.95%

Cost on $10k a year$39$95

Yield6.25%2.77%

5 years, per year+10.7%+15.6%

3 years, per year+6.2%+23.2%

Worst drop · 1Y−13.8%−7.9%

Volatility · 1Y18.2%11.1%

4–2measures won
EMLP first

27.1%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+54.7%

SMHVanEck

+44.0%

+54.7%Year to date+44.0%

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

$44.3BAssets$65.8B

2–0SOXX wins

End-of-day Nov 3, 2026

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

Overlap: POWR, EMLP, SOXX

Today

27.1%most shared, POWR and EMLP

POWREMLPSOXX

POWR—27.1%0.0%

EMLP27.1%—0.0%

SOXX0.0%0.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$586most kept, POWR

POWR$625 − $39 = $586

EMLP$277 − $95 = $182

SOXX$27 − $33 = −$6

KeptFee

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