Compare · 4 funds side by side · dividends reinvested

AMLP, EMLP, SMH and VGT

AMLPALPS×EMLPFirst Trust×SMHVanEck×VGTVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$33,824SMH · best of the four

02 / 04

AMLP, EMLP, SMH and VGT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust North American Energy Infrastructure FundThematic · Infrastructure0.95%2.85%+16.1%+18.6%+21.7%+15.1%−7.9%11.2%$4.2B2.3

VanEck Semiconductor ETFThematic · AI & semis0.35%0.25%+24.3%+27.3%+48.4%+27.6%−33.1%42.8%$65.4B2.3

Alerian MLP ETFSectors · Energy1.01%8.14%+12.8%+16.3%+14.9%+16.0%−11.0%13.4%$12.3B2.8

Vanguard Information Technology ETFSectors · Technology0.09%0.44%+14.0%+11.1%+28.8%+15.4%−17.5%26.5%$155B2.8

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: AMLP 2010 · EMLP 2012 · SMH 2011 · VGT 2004

Head to Head

Swap sides Versus in desk

Head to Head

First Trust North American Energy Infrastructure Fund · $4.2B$20,216

EMLP

SMH

VanEck Semiconductor ETF · $65.4B$33,824

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

EMLPMeasureSMH

+16.1%Year to dateJan 1 → Nov 5+24.3%

+18.6%1 yearTotal return+27.3%

+21.7%3 years · per year$10,000 became $18,039 · $32,662+48.4%

+15.1%5 years · per year$10,000 became $20,216 · $33,824+27.6%

0.95%Expense ratio$95 · $35 a year on $10k · lower is better0.35%

2.85%Trailing 12-mo yield$285 · $25 a year on $10k0.25%

−7.9%Worst dropSmaller is better−33.1%

11.2%VolatilityLower is calmer42.8%

EMLPSMH Winner of the row, in its colourEach row: the bigger of the two fills its side

3–5SMH wins

End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

EMLP vs SMH: Top 5 Holdings

Today

EMLP

27.4%in top 5

SMH

in top 547.4%

EMLPStockSMH

not top 5NVDA20.5%

not top 5TSM9.7%

8.8%EPDnot top 5

7.1%ETnot top 5

not top 5TXN6.1%

not top 5AVGO5.8%

not top 5AMD5.4%

4.1%MPLXnot top 5

3.7%KMInot top 5

3.6%PAGPnot top 5

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

EMLP vs SMH Returns, Every Period

First TrustEMLP

+15.1%

5 years, per year

SMHVanEck

+27.6%

5 years, per year

EMLPSMHFaded: behind in that period

0–4SMH wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Thematic vs Sector: EMLP vs AMLP

YTD

First TrustEMLP

+16.1%

AMLPALPS

+12.8%

+16.1%Year to date+12.8%

−7.9%Worst drop · 1Y−11.0%

11.2%Volatility · 1Y13.4%

2.8%Yield8.1%

$4.2BAssets$12.3B

3–1EMLP wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AMLP, EMLP, SMH, VGT

Today

0.09%lowest, VGT

FundExpense ratioFee$10k

VGT0.09%$9

SMH0.35%$35

EMLP0.95%$95

AMLP1.01%$101

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: AMLP, EMLP, SMH, VGT

8.14%highest, AMLP

FundTrailing yieldYield$10k

AMLP8.14%$814

EMLP2.85%$285

VGT0.44%$44

SMH0.25%$25

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$713most kept, AMLP

AMLP$814 − $101 = $713

EMLP$285 − $95 = $190

VGT$44 − $9 = $35

SMH$25 − $35 = −$10

KeptFee

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

Overlap: AMLP, EMLP, SMH, VGT

Today

41.3%most shared, SMH and VGT

AMLPEMLPSMHVGT

AMLP—22.4%0.0%0.0%

EMLP22.4%—0.0%0.0%

SMH0.0%0.0%—41.3%

VGT0.0%0.0%41.3%—

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

Return vs Bumpiness: 4 ETFs

+27.3%SMH, at 42.8% volatility

EMLPWorst drop−7.9%11.2% vol

AMLPWorst drop−11.0%13.4% vol

VGTWorst drop−17.5%26.5% vol

SMHWorst drop−33.1%42.8% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

AMLPSMH

+12.8%Year to date+24.3%

8.1%Yield0.2%

+16.3%Past year+27.3%

1.01%Fee0.35%

3–1SMH wins

End-of-day Nov 5, 2026

Popular Pairs Near These Four

SOXX vs SMH

YTD

iSharesSOXX

+31.6%

SMHVanEck

+24.3%

+31.6%Year to date+24.3%

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

$42.6BAssets$65.4B

2–0SOXX wins

End-of-day Nov 5, 2026

XLK vs VGT

YTD

SPDRXLK

+13.2%

VGTVanguard

+14.0%

+13.2%Year to date+14.0%

0.08% · $8Fee · on $10k a year0.09% · $9

$117BAssets$155B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026