Compare · 4 funds side by side · dividends reinvested

AMLP, EMLP, SOXX and SMH

AMLPALPS×EMLPFirst Trust×SOXXiShares×SMHVanEck×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$34,950SMH · best of the four

02 / 04

AMLP, EMLP, SOXX and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Semiconductor ETFThematic · AI & semis0.33%0.76%+36.2%+34.5%+40.3%+21.9%−39.5%49.4%$37.6B2.3

VanEck Semiconductor ETFThematic · AI & semis0.35%0.24%+28.8%+29.5%+48.9%+28.4%−33.1%42.9%$57.7B2.3

First Trust North American Energy Infrastructure FundThematic · Infrastructure0.95%2.85%+16.1%+17.7%+21.4%+15.3%−7.9%11.2%$4.2B2.5

Alerian MLP ETFSectors · Energy1.01%8.10%+13.2%+15.8%+14.8%+16.4%−11.0%13.4%$12.0B3.0

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

End-of-day Nov 6, 2026 · returns include dividends · since: AMLP 2010 · EMLP 2012 · SOXX 2001 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

First Trust North American Energy Infrastructure Fund · $4.2B$20,336

EMLP

AMLP

Alerian MLP ETF · $12.0B$21,370

$10,000 five years ago, dividends reinvested · they hold 22.8% in common

EMLPMeasureAMLP

+16.1%Year to dateJan 1 → Nov 6+13.2%

+17.7%1 yearTotal return+15.8%

+21.4%3 years · per year$10,000 became $17,913 · $15,119+14.8%

+15.3%5 years · per year$10,000 became $20,336 · $21,370+16.4%

0.95%Expense ratio$95 · $101 a year on $10k · lower is better1.01%

2.85%Trailing 12-mo yield$285 · $810 a year on $10k8.10%

−7.9%Worst dropSmaller is better−11.0%

11.2%VolatilityLower is calmer13.4%

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

6–2EMLP wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

EMLP vs AMLP: Top 5 Holdings

Today

EMLP

27.6%in top 5

AMLP

in top 562.7%

EMLPStockAMLP

not top 5PAA13.2%

4.4%MPLX13.1%

8.9%EPD12.8%

7.1%ET12.2%

not top 5WES11.4%

3.6%PAGPnot top 5

3.5%KMInot top 5

Held in common22.8%

End-of-day Nov 6, 2026 · share of each fund

EMLP vs AMLP Returns, Every Period

First TrustEMLP

+15.3%

5 years, per year

AMLPALPS

+16.4%

5 years, per year

EMLPAMLPFaded: behind in that period

3–1EMLP wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Thematic vs Sector: EMLP vs AMLP

YTD

First TrustEMLP

+16.1%

AMLPALPS

+13.2%

+16.1%Year to date+13.2%

−7.9%Worst drop · 1Y−11.0%

11.2%Volatility · 1Y13.4%

2.8%Yield8.1%

$4.2BAssets$12.0B

3–1EMLP wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AMLP, EMLP, SOXX, SMH

Today

0.33%lowest, SOXX

FundExpense ratioFee$10k

SOXX0.33%$33

SMH0.35%$35

EMLP0.95%$95

AMLP1.01%$101

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: AMLP, EMLP, SOXX, SMH

8.10%highest, AMLP

FundTrailing yieldYield$10k

AMLP8.10%$810

EMLP2.85%$285

SOXX0.76%$76

SMH0.24%$24

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$709most kept, AMLP

AMLP$810 − $101 = $709

EMLP$285 − $95 = $190

SOXX$76 − $33 = $43

SMH$24 − $35 = −$11

KeptFee

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

Overlap: AMLP, EMLP, SOXX, SMH

Today

69.6%most shared, SOXX and SMH

AMLPEMLPSOXXSMH

AMLP—22.8%0.0%0.0%

EMLP22.8%—0.0%0.0%

SOXX0.0%0.0%—69.6%

SMH0.0%0.0%69.6%—

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

Return vs Bumpiness: 4 ETFs

+34.5%SOXX, at 49.4% volatility

EMLPWorst drop−7.9%11.2% vol

AMLPWorst drop−11.0%13.4% vol

SMHWorst drop−33.1%42.9% vol

SOXXWorst drop−39.5%49.4% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

AMLPSOXX

+13.2%Year to date+36.2%

8.1%Yield0.8%

+15.8%Past year+34.5%

1.01%Fee0.33%

3–1SOXX wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

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