TOLZ vs EMLP

ATOLZ

BEMLP

Measures won2–4EMLP wins · of 6 · 5Y

$10,000 · 5Y$20,628EMLP · TOLZ $14,847

Lowest cost0.46%TOLZ · $46 on $10k

Most income3.05%TOLZ · $305 on $10k

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

Held in common24.5%TOLZ and EMLP

TOLZ

EMLP

ProShares - DJ Brookfield Global Infrastructure ETF · $174MFirst Trust North American Energy Infrastructure Fund · $4.2B

+17.4%3 years · per year$16,176 · $18,412+22.6%

+8.2%5 years · per year$14,847 · $20,628+15.6%

0.46%Expense ratio$46 · $95 on $10k · lower wins0.95%

3.05%12-mo yield$305 · $280 on $10k2.80%

−10.5%Worst dropSmaller wins−7.9%

11.3%VolatilityLower wins11.1%

2–4EMLP wins

$10,000 · 5 yearsOne scale

Shared top holdingsTOLZ · EMLP

3.0%KMI3.8%

2.9%ET7.3%

2.5%EPD8.9%

2.7%OKE2.3%

Held in common24.5%

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%	$4.2B
2	ATOLZ	ProShares - DJ Brookfield Global Infrastructure ETFRead Desk		0.46%	3.05%	+0.5%	+12.2%	+15.9%	+17.4%	+8.2%	−10.5%	$174M

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%	$4.2B
2	ATOLZ	ProShares - DJ Brookfield Global Infrastructure ETFRead Desk		0.46%	3.05%	+0.5%	+12.2%	+15.9%	+17.4%	+8.2%	−10.5%	$174M

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

TOLZ vs EMLP

TOLZ

ProShares - DJ Brookfield Global Infrastructure

$14,847

EMLP

First Trust North American Energy Infrastructure Fund

$20,628

MeasureTOLZEMLP

Fee0.46%0.95%

Cost on $10k a year$46$95

Yield3.05%2.80%

5 years, per year+8.2%+15.6%

3 years, per year+17.4%+22.6%

Worst drop · 1Y−10.5%−7.9%

Volatility · 1Y11.3%11.1%

4–2measures won
EMLP first

24.5%

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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: TOLZ, EMLP

Today

24.5%most shared, TOLZ and EMLP

TOLZEMLP

TOLZ—24.5%

EMLP24.5%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$259most kept, TOLZ

TOLZ$305 − $46 = $259

EMLP$280 − $95 = $185

KeptFee

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