REIX vs EMLP

AREIX

BEMLP

Measures won1–1level · 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 common18.6%REIX and EMLP

REIX

EMLP

NYLIM CBRE Real Estate & Infrastructure ETF · $35MFirst Trust North American Energy Infrastructure Fund · $4.3B

[…]3 years · per year[…] · $18,412+22.6%

[…]5 years · per year[…] · $20,628+15.6%

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

2.61%12-mo yield$261 · $280 on $10k2.80%

[…]Worst dropSmaller wins−7.9%

[…]VolatilityLower wins11.1%

1–1Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsREIX · EMLP

1.9%XEL1.8%

2.6%WEC1.6%

1.6%ETR2.4%

1.6%PPL2.7%

Held in common18.6%

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	AREIX	NYLIM CBRE Real Estate & Infrastructure ETFRead Desk	0.65%	2.61%	+2.0%	new	new	new	new	[…]	$35M

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	AREIX	NYLIM CBRE Real Estate & Infrastructure ETFRead Desk	0.65%	2.61%	+2.0%	new	new	new	new	[…]	$35M

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

REIX vs EMLP

REIX

NYLIM CBRE Real Estate & Infrastructure

[…]

EMLP

First Trust North American Energy Infrastructure Fund

$20,628

MeasureREIXEMLP

Fee0.65%0.95%

Cost on $10k a year$65$95

Yield2.61%2.80%

5 years, per year[…]+15.6%

3 years, per year[…]+22.6%

Worst drop · 1Y[…]−7.9%

Volatility · 1Y[…]11.1%

1–1measures won
level

18.6%

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: REIX, EMLP, SMH

Today

18.6%most shared, REIX and EMLP

REIXEMLPSMH

REIX—18.6%0.0%

EMLP18.6%—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

$196most kept, REIX

REIX$261 − $65 = $196

EMLP$280 − $95 = $185

SMH$22 − $35 = −$13

KeptFee

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