RIFR vs EMLP

ARIFR

BEMLP

Measures won1–3EMLP wins · of 6 · 5Y

$10,000 · 5Y$33,824SMH · EMLP $20,216

Lowest cost0.35%SMH · $35 on $10k

Most income2.85%EMLP · $285 on $10k

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

Held in common30.2%RIFR and EMLP

RIFR

EMLP

Russell Investments Exchange Traded Funds - Russell Investments Global Infrastructure ETF · $49MFirst Trust North American Energy Infrastructure Fund · $4.2B

[…]3 years · per year[…] · $18,039+21.7%

[…]5 years · per year[…] · $20,216+15.1%

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

0.86%12-mo yield$86 · $285 on $10k2.85%

−9.2%Worst dropSmaller wins−7.9%

11.4%VolatilityLower wins11.2%

1–3EMLP wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsRIFR · EMLP

3.6%DUK2.3%

3.5%AEP2.0%

2.8%SRE2.0%

1.9%ETR2.4%

Held in common30.2%

End-of-day Nov 5, 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%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$57.7B
2	BEMLP	First Trust North American Energy Infrastructure FundRead Desk	0.95%	2.85%	−1.5%	+16.1%	+18.6%	+21.7%	+15.1%	−7.9%	$4.2B
3	CIBR	First Trust Nasdaq Cybersecurity ETFRead Desk	0.58%	0.43%	−6.5%	+27.7%	+21.3%	+27.4%	+11.8%	−20.6%	$16.9B
4	ARIFR	Russell Investments Exchange Traded Funds - Russell Investments Global Infrastructure ETFRead Desk	0.59%	0.86%	−1.4%	+13.2%	+14.6%	new	new	−9.2%	$49M

End-of-day Nov 5, 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%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$57.7B
2	BEMLP	First Trust North American Energy Infrastructure FundRead Desk	0.95%	2.85%	−1.5%	+16.1%	+18.6%	+21.7%	+15.1%	−7.9%	$4.2B
3	CIBR	First Trust Nasdaq Cybersecurity ETFRead Desk	0.58%	0.43%	−6.5%	+27.7%	+21.3%	+27.4%	+11.8%	−20.6%	$16.9B
4	ARIFR	Russell Investments Exchange Traded Funds - Russell Investments Global Infrastructure ETFRead Desk	0.59%	0.86%	−1.4%	+13.2%	+14.6%	new	new	−9.2%	$49M

End-of-day Nov 5, 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

$20,216

MeasureRIFREMLP

Fee0.59%0.95%

Cost on $10k a year$59$95

Yield0.86%2.85%

5 years, per year[…]+15.1%

3 years, per year[…]+21.7%

Worst drop · 1Y−9.2%−7.9%

Volatility · 1Y11.4%11.2%

3–1measures won
EMLP first

30.2%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+31.6%

SMHVanEck

+24.3%

+31.6%Year to date+24.3%

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

$37.6BAssets$57.7B

2–0SOXX wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: RIFR, EMLP, SMH, CIBR

Today

30.2%most shared, RIFR and EMLP

RIFREMLPSMHCIBR

RIFR—30.2%0.0%0.0%

EMLP30.2%—0.0%0.0%

SMH0.0%0.0%—5.8%

CIBR0.0%0.0%5.8%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$190most kept, EMLP

EMLP$285 − $95 = $190

RIFR$86 − $59 = $27

SMH$25 − $35 = −$10

CIBR$43 − $58 = −$15

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee