VOO vs EMLP

AVOO

BEMLP

Measures won2–4EMLP wins · of 6 · 5Y

$10,000 · 5Y$20,650EMLP · VOO $17,749

Lowest cost0.03%VOO · $3 on $10k

Most income2.77%EMLP · $277 on $10k

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

Held in common2.3%VOO and EMLP

VOO

EMLP

Vanguard S&P 500 ETF · $1.00TFirst Trust North American Energy Infrastructure Fund · $4.3B

+24.1%3 years · per year$19,094 · $18,685+23.2%

+12.2%5 years · per year$17,749 · $20,649+15.6%

0.03%Expense ratio$3 · $95 on $10k · lower wins0.95%

1.07%12-mo yield$107 · $277 on $10k2.77%

−8.9%Worst dropSmaller wins−7.9%

12.7%VolatilityLower wins11.1%

2–4EMLP wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVOO · EMLP

0.2%NEE1.6%

0.1%SO2.0%

0.1%DUK2.2%

0.1%CEG0.2%

Held in common2.3%

End-of-day Nov 3, 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%	2.77%	−0.5%	+19.2%	+21.0%	+23.2%	+15.6%	−7.9%	$4.3B
2	AVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$1.00T
3	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+0.3%	+11.6%	+11.9%	+24.1%	+12.2%	−8.9%	$872.0B

End-of-day Nov 3, 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%	2.77%	−0.5%	+19.2%	+21.0%	+23.2%	+15.6%	−7.9%	$4.3B
2	AVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$1.00T
3	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+0.3%	+11.6%	+11.9%	+24.1%	+12.2%	−8.9%	$872.0B

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

Cards for this view

VOO vs EMLP

VOO

Vanguard S&P 500

$17,749

EMLP

First Trust North American Energy Infrastructure Fund

$20,650

MeasureVOOEMLP

Fee0.03%0.95%

Cost on $10k a year$3$95

Yield1.07%2.77%

5 years, per year+12.2%+15.6%

3 years, per year+24.1%+23.2%

Worst drop · 1Y−8.9%−7.9%

Volatility · 1Y12.7%11.1%

4–2measures won
EMLP first

2.3%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: VOO, EMLP, IVV

Today

94.5%most shared, VOO and IVV

VOOEMLPIVV

VOO—2.3%94.5%

EMLP2.3%—2.5%

IVV94.5%2.5%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$182most kept, EMLP

EMLP$277 − $95 = $182

IVV$111 − $3 = $108

VOO$107 − $3 = $104

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee