Compare · 4 funds side by side · dividends reinvested

EMLP, AMLP, XLF and SMH

EMLPFirst Trust×AMLPALPS×XLFSPDR×SMHVanEck×

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

02 / 04

EMLP, AMLP, XLF and SMH, 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%$4.2B2.1

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%$12.3B2.6

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.44%+6.3%+11.4%+23.0%+9.2%−14.8%15.3%$53.8B3.0

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

End-of-day Nov 5, 2026 · returns include dividends · since: EMLP 2012 · AMLP 2010 · XLF 1998 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

Alerian MLP ETF · $12.3B$20,959

AMLP

EMLP

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

$10,000 five years ago, dividends reinvested · they hold 22.4% in common

AMLPMeasureEMLP

+12.8%Year to dateJan 1 → Nov 5+16.1%

+16.3%1 yearTotal return+18.6%

+14.9%3 years · per year$10,000 became $15,151 · $18,039+21.7%

+16.0%5 years · per year$10,000 became $20,959 · $20,216+15.1%

1.01%Expense ratio$101 · $95 a year on $10k · lower is better0.95%

8.14%Trailing 12-mo yield$814 · $285 a year on $10k2.85%

−11.0%Worst dropSmaller is better−7.9%

13.4%VolatilityLower is calmer11.2%

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

2–6EMLP wins

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

More Ways to See the Pairs

AMLP vs EMLP: Top 5 Holdings

Today

AMLP

62.3%in top 5

EMLP

in top 527.4%

AMLPStockEMLP

13.2%PAAnot top 5

12.7%MPLX4.1%

12.5%EPD8.8%

12.0%ET7.1%

11.9%WESnot top 5

not top 5KMI3.7%

not top 5PAGP3.6%

Held in common22.4%

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

AMLP vs EMLP Returns, Every Period

ALPSAMLP

+16.0%

5 years, per year

EMLPFirst Trust

+15.1%

5 years, per year

AMLPEMLPFaded: behind in that period

1–3EMLP wins

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

Sector vs Thematic: AMLP vs EMLP

YTD

ALPSAMLP

+12.8%

EMLPFirst Trust

+16.1%

+12.8%Year to date+16.1%

−11.0%Worst drop · 1Y−7.9%

13.4%Volatility · 1Y11.2%

8.1%Yield2.8%

$12.3BAssets$4.2B

3–1EMLP wins

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

Cost, Income and Risk

Fees: EMLP, AMLP, XLF, SMH

Today

0.08%lowest, XLF

FundExpense ratioFee$10k

XLF0.08%$8

SMH0.35%$35

EMLP0.95%$95

AMLP1.01%$101

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

Yields: EMLP, AMLP, XLF, SMH

8.14%highest, AMLP

FundTrailing yieldYield$10k

AMLP8.14%$814

EMLP2.85%$285

XLF1.44%$144

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

XLF$144 − $8 = $136

SMH$25 − $35 = −$10

KeptFee

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

Overlap: EMLP, AMLP, XLF, SMH

Today

22.4%most shared, EMLP and AMLP

EMLPAMLPXLFSMH

EMLP—22.4%0.0%0.0%

AMLP22.4%—0.0%0.0%

XLF0.0%0.0%—0.0%

SMH0.0%0.0%0.0%—

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

XLFWorst drop−14.8%15.3% 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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026