RIFR vs EMLP

ARIFR

BEMLP

Measures won1–3EMLP wins · of 6 · 5Y

$10,000 · 5Y$20,628EMLP

Lowest cost0.59%RIFR · $59 on $10k

Most income2.80%EMLP · $280 on $10k

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

Held in common28.2%RIFR and EMLP

RIFR

EMLP

Russell Investments Exchange Traded Funds - Russell Investments Global Infrastructure ETF · $48MFirst Trust North American Energy Infrastructure Fund · $4.3B

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

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

0.59%Expense ratio$59 · $95 on $10k · lower wins0.95%

0.85%12-mo yield$85 · $280 on $10k2.80%

−9.2%Worst dropSmaller wins−7.9%

11.4%VolatilityLower wins11.1%

1–3EMLP wins

$10,000 · 5 yearsOne scale

Shared top holdingsRIFR · EMLP

3.5%DUK2.3%

2.7%SRE2.0%

3.4%AEP2.0%

1.8%ETR2.4%

Held in common28.2%

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

Both

5Y2 funds

#			Trend
1	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
2	ARIFR	Russell Investments Exchange Traded Funds - Russell Investments Global Infrastructure ETFRead Desk		0.59%	0.85%	+1.4%	+14.8%	+16.2%	new	new	−9.2%	$48M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	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
2	ARIFR	Russell Investments Exchange Traded Funds - Russell Investments Global Infrastructure ETFRead Desk		0.59%	0.85%	+1.4%	+14.8%	+16.2%	new	new	−9.2%	$48M

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

RIFR vs EMLP

RIFR

Russell Investments Exchange Traded Funds - Russell Investments Global Infrastructure

[…]

EMLP

First Trust North American Energy Infrastructure Fund

$20,628

MeasureRIFREMLP

Fee0.59%0.95%

Cost on $10k a year$59$95

Yield0.85%2.80%

5 years, per year[…]+15.6%

3 years, per year[…]+22.6%

Worst drop · 1Y−9.2%−7.9%

Volatility · 1Y11.4%11.1%

3–1measures won
EMLP first

28.2%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: RIFR, EMLP

Today

28.2%most shared, RIFR and EMLP

RIFREMLP

RIFR—28.2%

EMLP28.2%—

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

RIFR$85 − $59 = $26

KeptFee

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