VIG vs EMLP

AVIG

BEMLP

Measures won2–3EMLP wins · of 6 · 5Y

$10,000 · 5Y$34,950SMH · EMLP $20,336

Lowest cost0.04%VIG · $4 on $10k

Most income3.00%SCHD · $300 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common2.8%VIG and EMLP

VIG

EMLP

Vanguard Dividend Appreciation ETF · $109BFirst Trust North American Energy Infrastructure Fund · $4.1B

+18.6%3 years · per year$16,669 · $17,913+21.4%

+10.2%5 years · per year$16,243 · $20,336+15.3%

0.04%Expense ratio$4 · $95 on $10k · lower wins0.95%

1.50%12-mo yield$150 · $285 on $10k2.85%

−7.9%Worst dropSmaller wins−7.9%

10.8%VolatilityLower wins11.2%

2–3EMLP wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsVIG · EMLP

0.7%NEE1.4%

0.3%CMI0.4%

0.3%AEP2.0%

0.2%SRE2.0%

Held in common2.8%

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 Four

5Y4 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$60.7B
2	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%	$4.1B
3	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
4	AVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B

End-of-day Nov 6, 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%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$60.7B
2	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%	$4.1B
3	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
4	AVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B

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

VIG vs EMLP

VIG

Vanguard Dividend Appreciation

$16,243

EMLP

First Trust North American Energy Infrastructure Fund

$20,336

MeasureVIGEMLP

Fee0.04%0.95%

Cost on $10k a year$4$95

Yield1.50%2.85%

5 years, per year+10.2%+15.3%

3 years, per year+18.6%+21.4%

Worst drop · 1Y−7.9%−7.9%

Volatility · 1Y10.8%11.2%

3–2measures won
EMLP first

2.8%

holdings shared

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

SOXX vs SMH

YTD

iSharesSOXX

+36.2%

SMHVanEck

+28.8%

+36.2%Year to date+28.8%

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

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 6, 2026

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO 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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: VIG, EMLP, SMH, SCHD

Today

14.5%most shared, VIG and SCHD

VIGEMLPSMHSCHD

VIG—2.8%10.3%14.5%

EMLP2.8%—0.0%1.4%

SMH10.3%0.0%—7.9%

SCHD14.5%1.4%7.9%—

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

EMLP$285 − $95 = $190

VIG$150 − $4 = $146

SMH$24 − $35 = −$11

KeptFee

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