Compare · 4 funds side by side · dividends reinvested

EMLP, BILT, DRAM and SMH

EMLPFirst Trust×BILTiShares×DRAMRoundhill×SMHVanEck×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$36,298SMH · best of the four

02 / 04

EMLP, BILT, DRAM and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VanEck Semiconductor ETFThematic · AI & semis0.35%0.23%+35.3%+39.3%+50.1%+29.4%−33.1%43.1%$60.7B1.8

First Trust North American Energy Infrastructure FundThematic · Infrastructure0.95%2.82%+17.2%+18.4%+20.7%+15.2%−7.9%11.3%$4.1B2.0

iShares Infrastructure Active ETFThematic · Infrastructure0.60%5.80%+9.6%+10.1%[…][…]−12.6%12.2%$120M2.2

Roundhill Memory ETFThematic · AI & semis0.65%0.00%[…][…][…][…][…][…]$14.7B3.5

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

End-of-day Nov 9, 2026 · returns include dividends · since: EMLP 2012 · BILT 2025 · DRAM 2026 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

Roundhill Memory ETF · $14.7B[…]

DRAM

SMH

VanEck Semiconductor ETF · $60.7B$36,298

$10,000 five years ago, dividends reinvested · they hold 3.1% in common

DRAMMeasureSMH

[…]Year to dateJan 1 → Nov 9+35.3%

[…]1 yearTotal return+39.3%

[…]3 years · per year$10,000 became […] · $33,815+50.1%

[…]5 years · per year$10,000 became […] · $36,298+29.4%

0.65%Expense ratio$65 · $35 a year on $10k · lower is better0.35%

0.00%Trailing 12-mo yield$0 · $23 a year on $10k0.23%

[…]Worst dropSmaller is better−33.1%

[…]VolatilityLower is calmer43.1%

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

0–2SMH wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DRAM vs SMH: Top 5 Holdings

Today

DRAM

77.1%in top 5

SMH

in top 547.7%

DRAMStockSMH

not top 5NVDA20.7%

19.6%005930.Knot top 5

19.2%FGXXXnot top 5

15.7%000660.Knot top 5

15.5%912797WNnot top 5

not top 5TSM10.0%

7.1%912797VVnot top 5

not top 5TXN5.9%

not top 5AVGO5.7%

not top 5AMD5.4%

Held in common3.1%

End-of-day Nov 9, 2026 · share of each fund

DRAM vs SMH Returns, Every Period

RoundhillDRAM

[…]

past year

SMHVanEck

+39.3%

past year

Returns […]

DRAMSMHFaded: behind in that period

0–0Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

DRAM vs BILT

YTD

RoundhillDRAM

[…]

BILTiShares

+9.6%

[…]Year to date+9.6%

[…]Worst drop · 1Y−12.6%

[…]Volatility · 1Y12.2%

0.0%Yield5.8%

$14.7BAssets$120M

1–0BILT wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: EMLP, BILT, DRAM, SMH

Today

0.35%lowest, SMH

FundExpense ratioFee$10k

SMH0.35%$35

BILT0.60%$60

DRAM0.65%$65

EMLP0.95%$95

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: EMLP, BILT, DRAM, SMH

5.80%highest, BILT

FundTrailing yieldYield$10k

BILT5.80%$580

EMLP2.82%$282

SMH0.23%$23

DRAM0.00%$0

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$520most kept, BILT

BILT$580 − $60 = $520

EMLP$282 − $95 = $187

SMH$23 − $35 = −$12

DRAM$0 − $65 = −$65

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: EMLP, BILT, DRAM, SMH

Today

23.3%most shared, EMLP and BILT

EMLPBILTDRAMSMH

EMLP—23.3%0.0%0.0%

BILT23.3%—0.0%0.0%

DRAM0.0%0.0%—3.1%

SMH0.0%0.0%3.1%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+39.3%SMH, at 43.1% volatility

EMLPWorst drop−7.9%11.3% vol

BILTWorst drop−12.6%12.2% vol

SMHWorst drop−33.1%43.1% vol

DRAMWorst drop[…][…]

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

BILTSMH

+9.6%Year to date+35.3%

5.8%Yield0.2%

+10.1%Past year+39.3%

0.60%Fee0.35%

3–1SMH wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SOXX vs SMH

YTD

iSharesSOXX

+46.5%

SMHVanEck

+35.3%

+46.5%Year to date+35.3%

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

$37.5BAssets$60.7B

2–0SOXX wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026