SRVR vs EMLP

ASRVR

BEMLP

Measures won2–4EMLP wins · of 6 · 5Y

$10,000 · 5Y$20,216EMLP · SRVR $7,741

Lowest cost0.49%SRVR · $49 on $10k

Most income4.96%SRVR · $496 on $10k

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

Held in common0.2%SRVR and EMLP

SRVR

EMLP

Pacer Data & Infrastructure Real Estate ETF · $287MFirst Trust North American Energy Infrastructure Fund · $4.2B

+5.7%3 years · per year$11,805 · $18,039+21.7%

−5.0%5 years · per year$7,741 · $20,216+15.1%

0.49%Expense ratio$49 · $95 on $10k · lower wins0.95%

4.96%12-mo yield$496 · $285 on $10k2.85%

−22.1%Worst dropSmaller wins−7.9%

19.4%VolatilityLower wins11.2%

2–4EMLP wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSRVR · EMLP

0.5%CEG0.2%

Held in common0.2%

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 Three

5Y3 funds

#
1	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
2	ASRVR	Pacer Data & Infrastructure Real Estate ETFRead Desk	0.49%	4.96%	−3.2%	+0.1%	−5.7%	+5.7%	−5.0%	−22.1%	$287M
3	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	−18.0%	new	new	new	new	[…]	$17.6B

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

All Three

5Y3 funds

#
1	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
2	ASRVR	Pacer Data & Infrastructure Real Estate ETFRead Desk	0.49%	4.96%	−3.2%	+0.1%	−5.7%	+5.7%	−5.0%	−22.1%	$287M
3	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	−18.0%	new	new	new	new	[…]	$17.6B

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

SRVR vs EMLP

SRVR

Pacer Data & Infrastructure Real Estate

$7,741

EMLP

First Trust North American Energy Infrastructure Fund

$20,216

MeasureSRVREMLP

Fee0.49%0.95%

Cost on $10k a year$49$95

Yield4.96%2.85%

5 years, per year−5.0%+15.1%

3 years, per year+5.7%+21.7%

Worst drop · 1Y−22.1%−7.9%

Volatility · 1Y19.4%11.2%

4–2measures won
EMLP first

0.2%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: SRVR, EMLP, DRAM

Today

0.2%most shared, SRVR and EMLP

SRVREMLPDRAM

SRVR—0.2%0.0%

EMLP0.2%—0.0%

DRAM0.0%0.0%—

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

Income After Fees on $10,000

$447most kept, SRVR

SRVR$496 − $49 = $447

EMLP$285 − $95 = $190

DRAM$0 − $65 = −$65

KeptFee

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