RBLD vs EMLP

ARBLD

BEMLP

Measures won1–5EMLP wins · of 6 · 5Y

$10,000 · 5Y$38,820SMH · EMLP $20,628

Lowest cost0.35%SMH · $35 on $10k

Most income2.80%EMLP · $280 on $10k

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

Held in common27.3%RBLD and EMLP

RBLD

EMLP

First Trust Alerian U.S. NextGen Infrastructure ETF · $43MFirst Trust North American Energy Infrastructure Fund · $4.2B

+21.2%3 years · per year$17,808 · $18,412+22.6%

+10.3%5 years · per year$16,332 · $20,628+15.6%

0.65%Expense ratio$65 · $95 on $10k · lower wins0.95%

1.05%12-mo yield$105 · $280 on $10k2.80%

−8.7%Worst dropSmaller wins−7.9%

14.6%VolatilityLower wins11.1%

1–5EMLP wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsRBLD · EMLP

1.1%LNG1.8%

1.1%WEC1.6%

1.1%CNP1.6%

1.1%NEE1.6%

Held in common27.3%

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%	$65.4B
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%	$4.2B
3	ARBLD	First Trust Alerian U.S. NextGen Infrastructure ETFRead Desk	0.65%	1.05%	−1.3%	+13.4%	+10.8%	+21.2%	+10.3%	−8.7%	$43M

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%	$65.4B
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%	$4.2B
3	ARBLD	First Trust Alerian U.S. NextGen Infrastructure ETFRead Desk	0.65%	1.05%	−1.3%	+13.4%	+10.8%	+21.2%	+10.3%	−8.7%	$43M

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

RBLD vs EMLP

RBLD

First Trust Alerian U.S. NextGen Infrastructure

$16,332

EMLP

First Trust North American Energy Infrastructure Fund

$20,628

MeasureRBLDEMLP

Fee0.65%0.95%

Cost on $10k a year$65$95

Yield1.05%2.80%

5 years, per year+10.3%+15.6%

3 years, per year+21.2%+22.6%

Worst drop · 1Y−8.7%−7.9%

Volatility · 1Y14.6%11.1%

5–1measures won
EMLP first

27.3%

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

$42.6BAssets$65.4B

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%

$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

Overlap: RBLD, EMLP, SMH

Today

27.3%most shared, RBLD and EMLP

RBLDEMLPSMH

RBLD—27.3%0.0%

EMLP27.3%—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

$185most kept, EMLP

EMLP$280 − $95 = $185

RBLD$105 − $65 = $40

SMH$22 − $35 = −$13

KeptFee

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