UTES vs EMLP

AUTES

BEMLP

Measures won2–4EMLP wins · of 6 · 5Y

$10,000 · 5Y$20,216EMLP · UTES $18,198

Lowest cost0.49%UTES · $49 on $10k

Most income2.80%EMLP · $280 on $10k

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

Held in common21.0%UTES and EMLP

UTES

EMLP

Virtus Reaves Utilities ETF · $1.2BFirst Trust North American Energy Infrastructure Fund · $4.2B

+23.4%3 years · per year$18,797 · $18,412+22.6%

+13.4%5 years · per year$18,717 · $20,628+15.6%

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

1.64%12-mo yield$164 · $280 on $10k2.80%

−17.6%Worst dropSmaller wins−7.9%

22.5%VolatilityLower wins11.1%

2–4EMLP wins

$10,000 · 5 yearsOne scale

Shared top holdingsUTES · EMLP

5.0%ETR2.4%

3.7%CMS2.2%

4.9%AEP2.0%

7.6%XEL1.8%

Held in common21.0%

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

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	AUTES	Virtus Reaves Utilities ETFRead Desk		0.49%	1.64%	−2.7%	−4.2%	−9.9%	+23.4%	+13.4%	−17.6%	$1.2B

End-of-day Nov 5, 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	AUTES	Virtus Reaves Utilities ETFRead Desk		0.49%	1.64%	−2.7%	−4.2%	−9.9%	+23.4%	+13.4%	−17.6%	$1.2B

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

UTES vs EMLP

UTES

Virtus Reaves Utilities

$18,718

EMLP

First Trust North American Energy Infrastructure Fund

$20,628

MeasureUTESEMLP

Fee0.49%0.95%

Cost on $10k a year$49$95

Yield1.64%2.80%

5 years, per year+13.4%+15.6%

3 years, per year+23.4%+22.6%

Worst drop · 1Y−17.6%−7.9%

Volatility · 1Y22.5%11.1%

4–2measures won
EMLP first

21.0%

holdings shared

Nov 5, 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 5, 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 5, 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 5, 2026

Overlap: UTES, EMLP

Today

21.0%most shared, UTES and EMLP

UTESEMLP

UTES—21.0%

EMLP21.0%—

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

Income After Fees on $10,000

$185most kept, EMLP

EMLP$280 − $95 = $185

UTES$164 − $49 = $115

KeptFee

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