REIX vs EMLP

AREIX

BEMLP

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$36,298SMH · SOXX $28,442

Lowest cost0.33%SOXX · $33 on $10k

Most income2.82%EMLP · $282 on $10k

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

Held in common18.2%REIX and EMLP

REIX

EMLP

NYLIM CBRE Real Estate & Infrastructure ETF · $36MFirst Trust North American Energy Infrastructure Fund · $4.1B

[…]3 years · per year[…] · $17,569+20.7%

[…]5 years · per year[…] · $20,285+15.2%

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

2.62%12-mo yield$262 · $282 on $10k2.82%

[…]Worst dropSmaller wins−7.9%

[…]VolatilityLower wins11.3%

1–1Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsREIX · EMLP

1.9%XEL1.7%

1.6%ETR2.5%

1.6%PPL2.8%

2.6%WEC1.6%

Held in common18.2%

End-of-day Nov 9, 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%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	SOXX	iShares Semiconductor ETFRead Desk	0.33%	0.28%	+7.5%	+46.5%	+48.5%	+42.6%	+23.3%	−39.5%	$37.5B
3	BEMLP	First Trust North American Energy Infrastructure FundRead Desk	0.95%	2.82%	+1.0%	+17.2%	+18.4%	+20.7%	+15.2%	−7.9%	$4.1B
4	AREIX	NYLIM CBRE Real Estate & Infrastructure ETFRead Desk	0.65%	2.62%	+1.6%	new	new	new	new	[…]	$36M

End-of-day Nov 9, 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%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	SOXX	iShares Semiconductor ETFRead Desk	0.33%	0.28%	+7.5%	+46.5%	+48.5%	+42.6%	+23.3%	−39.5%	$37.5B
3	BEMLP	First Trust North American Energy Infrastructure FundRead Desk	0.95%	2.82%	+1.0%	+17.2%	+18.4%	+20.7%	+15.2%	−7.9%	$4.1B
4	AREIX	NYLIM CBRE Real Estate & Infrastructure ETFRead Desk	0.65%	2.62%	+1.6%	new	new	new	new	[…]	$36M

End-of-day Nov 9, 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

$20,285

MeasureREIXEMLP

Fee0.65%0.95%

Cost on $10k a year$65$95

Yield2.62%2.82%

5 years, per year[…]+15.2%

3 years, per year[…]+20.7%

Worst drop · 1Y[…]−7.9%

Volatility · 1Y[…]11.3%

1–1measures won
level

18.2%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: REIX, EMLP, SOXX, SMH

Today

69.6%most shared, SOXX and SMH

REIXEMLPSOXXSMH

REIX—18.2%0.0%0.0%

EMLP18.2%—0.0%0.0%

SOXX0.0%0.0%—69.6%

SMH0.0%0.0%69.6%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$197most kept, REIX

REIX$262 − $65 = $197

EMLP$282 − $95 = $187

SOXX$28 − $33 = −$5

SMH$23 − $35 = −$12

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee