XLE vs EMLP

AXLE

BEMLP

Measures won2–4EMLP wins · of 6 · 5Y

$10,000 · 5Y$26,379XLE · EMLP $20,628

Lowest cost0.08%XLE · $8 on $10k

Most income2.80%EMLP · $280 on $10k

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

Held in common7.1%XLE and EMLP

XLE

EMLP

State Street Energy Select Sector SPDR ETF · $44.1BFirst Trust North American Energy Infrastructure Fund · $4.2B

+18.0%3 years · per year$16,447 · $18,412+22.6%

+21.4%5 years · per year$26,379 · $20,628+15.6%

0.08%Expense ratio$8 · $95 on $10k · lower wins0.95%

2.40%12-mo yield$240 · $280 on $10k2.80%

−15.0%Worst dropSmaller wins−7.9%

23.2%VolatilityLower wins11.1%

2–4EMLP wins

$10,000 · 5 yearsOne scale

Shared top holdingsXLE · EMLP

3.2%KMI3.7%

2.9%OKE2.2%

3.2%TRGP1.3%

4.2%WMB0.5%

Held in common7.1%

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	AXLE	State Street Energy Select Sector SPDR ETFRead Desk		0.08%	2.40%	−4.7%	+44.9%	+48.2%	+18.0%	+21.4%	−15.0%	$44.1B
2	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

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	AXLE	State Street Energy Select Sector SPDR ETFRead Desk		0.08%	2.40%	−4.7%	+44.9%	+48.2%	+18.0%	+21.4%	−15.0%	$44.1B
2	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

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

XLE vs EMLP

XLE

Energy Select Sector SPDR

$26,379

EMLP

First Trust North American Energy Infrastructure Fund

$20,628

MeasureXLEEMLP

Fee0.08%0.95%

Cost on $10k a year$8$95

Yield2.40%2.80%

5 years, per year+21.4%+15.6%

3 years, per year+18.0%+22.6%

Worst drop · 1Y−15.0%−7.9%

Volatility · 1Y23.2%11.1%

4–2measures won
EMLP first

7.1%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

XLE vs VDE

YTD

SPDRXLE

+44.9%

VDEVanguard

+42.7%

+44.9%Year to date+42.7%

2.4%Yield2.3%

$44.1BAssets$10.4B

2–0XLE wins

End-of-day Nov 4, 2026

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

Overlap: XLE, EMLP

Today

7.1%most shared, XLE and EMLP

XLEEMLP

XLE—7.1%

EMLP7.1%—

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

Income After Fees on $10,000

$232most kept, XLE

XLE$240 − $8 = $232

EMLP$280 − $95 = $185

KeptFee

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