Compare · 4 funds side by side · dividends reinvested

EMLP, AMLP, XLE and SOXX

EMLPFirst Trust×AMLPALPS×XLESPDR×SOXXiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$26,892SOXX · best of the four

02 / 04

EMLP, AMLP, XLE and SOXX, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.47%+40.6%+45.0%+16.8%+20.7%−15.0%23.3%$40.5B2.1

First Trust North American Energy Infrastructure FundThematic · Infrastructure0.95%2.85%+16.1%+17.7%+21.4%+15.3%−7.9%11.2%$4.1B2.4

iShares Semiconductor ETFThematic · AI & semis0.33%0.76%+36.2%+34.5%+40.3%+21.9%−39.5%49.4%$39.1B2.5

Alerian MLP ETFSectors · Energy1.01%8.10%+13.2%+15.8%+14.8%+16.4%−11.0%13.4%$12.1B3.0

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: EMLP 2012 · AMLP 2010 · XLE 1998 · SOXX 2001

Head to Head

Swap sides Versus in desk

Head to Head

First Trust North American Energy Infrastructure Fund · $4.1B$20,336

EMLP

AMLP

Alerian MLP ETF · $12.1B$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%

$4.1BAssets$12.1B

3–1EMLP wins

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

Cost, Income and Risk

Fees: EMLP, AMLP, XLE, SOXX

Today

0.08%lowest, XLE

FundExpense ratioFee$10k

XLE0.08%$8

SOXX0.33%$33

EMLP0.95%$95

AMLP1.01%$101

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

Yields: EMLP, AMLP, XLE, SOXX

8.10%highest, AMLP

FundTrailing yieldYield$10k

AMLP8.10%$810

EMLP2.85%$285

XLE2.47%$247

SOXX0.76%$76

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

Income After Fees on $10,000

$709most kept, AMLP

AMLP$810 − $101 = $709

XLE$247 − $8 = $239

EMLP$285 − $95 = $190

SOXX$76 − $33 = $43

KeptFee

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

Overlap: EMLP, AMLP, XLE, SOXX

Today

22.8%most shared, EMLP and AMLP

EMLPAMLPXLESOXX

EMLP—22.8%7.0%0.0%

AMLP22.8%—0.0%0.0%

XLE7.0%0.0%—0.0%

SOXX0.0%0.0%0.0%—

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

Return vs Bumpiness: 4 ETFs

+45.0%XLE, at 23.3% volatility

EMLPWorst drop−7.9%11.2% vol

AMLPWorst drop−11.0%13.4% vol

XLEWorst drop−15.0%23.3% 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

AMLPXLE

+13.2%Year to date+40.6%

8.1%Yield2.5%

+15.8%Past year+45.0%

1.01%Fee0.08%

3–1XLE wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

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

XLE vs VDE

YTD

SPDRXLE

+40.6%

VDEVanguard

+38.6%

+40.6%Year to date+38.6%

2.5%Yield2.4%

$40.5BAssets$10.4B

2–0XLE wins

End-of-day Nov 6, 2026

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