UTES vs EMLP

AUTES

BEMLP

Measures won2–4EMLP wins · of 6 · 5Y

$10,000 · 5Y$20,336EMLP · UTES $18,668

Lowest cost0.08%XLF · $8 on $10k

Most income2.85%EMLP · $285 on $10k

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

Held in common20.3%UTES and EMLP

UTES

EMLP

Virtus Reaves Utilities ETF · $1.1BFirst Trust North American Energy Infrastructure Fund · $4.2B

+22.7%3 years · per year$18,484 · $17,913+21.4%

+13.3%5 years · per year$18,668 · $20,336+15.3%

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

1.63%12-mo yield$163 · $285 on $10k2.85%

−17.6%Worst dropSmaller wins−7.9%

22.6%VolatilityLower wins11.2%

2–4EMLP wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsUTES · EMLP

5.1%ETR2.4%

3.7%CMS2.0%

4.9%AEP2.0%

7.7%XEL1.7%

Held in common20.3%

End-of-day Nov 6, 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%	−0.1%	+16.1%	+17.7%	+21.4%	+15.3%	−7.9%	$4.2B
2	AUTES	Virtus Reaves Utilities ETFRead Desk	0.49%	1.63%	+2.2%	−3.8%	−8.5%	+22.7%	+13.3%	−17.6%	$1.1B
3	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.44%	−0.6%	+5.7%	+10.4%	+22.5%	+9.1%	−14.8%	$55.5B

End-of-day Nov 6, 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%	−0.1%	+16.1%	+17.7%	+21.4%	+15.3%	−7.9%	$4.2B
2	AUTES	Virtus Reaves Utilities ETFRead Desk	0.49%	1.63%	+2.2%	−3.8%	−8.5%	+22.7%	+13.3%	−17.6%	$1.1B
3	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.44%	−0.6%	+5.7%	+10.4%	+22.5%	+9.1%	−14.8%	$55.5B

End-of-day Nov 6, 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

$18,668

EMLP

First Trust North American Energy Infrastructure Fund

$20,336

MeasureUTESEMLP

Fee0.49%0.95%

Cost on $10k a year$49$95

Yield1.63%2.85%

5 years, per year+13.3%+15.3%

3 years, per year+22.7%+21.4%

Worst drop · 1Y−17.6%−7.9%

Volatility · 1Y22.6%11.2%

4–2measures won
EMLP first

20.3%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: UTES, EMLP, XLF

Today

20.3%most shared, UTES and EMLP

UTESEMLPXLF

UTES—20.3%0.0%

EMLP20.3%—0.0%

XLF0.0%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$190most kept, EMLP

EMLP$285 − $95 = $190

XLF$144 − $8 = $136

UTES$163 − $49 = $114

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee