Compare · 4 funds side by side · dividends reinvested

EMLP, ELFY, DRAM and SMH

EMLPFirst Trust×ELFYALPS×DRAMRoundhill×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

EMLP, ELFY, DRAM and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VanEck Semiconductor ETFThematic · AI & semis0.35%0.24%+28.8%+29.5%+48.9%+28.4%−33.1%42.9%$60.7B1.8

First Trust North American Energy Infrastructure FundThematic · Infrastructure0.95%2.85%+16.1%+17.7%+21.4%+15.3%−7.9%11.2%$4.2B1.9

ALPS Electrification Infrastructure ETFThematic · Infrastructure0.50%1.23%+2.3%−1.4%[…][…]−22.4%22.4%$154M2.3

Roundhill Memory ETFThematic · AI & semis0.65%0.00%[…][…][…][…][…][…]$14.4B3.5

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

End-of-day Nov 6, 2026 · returns include dividends · since: EMLP 2012 · ELFY 2025 · DRAM 2026 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

ALPS Electrification Infrastructure ETF · $154M[…]

ELFY

EMLP

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

$10,000 five years ago, dividends reinvested · they hold 31.3% in common

ELFYMeasureEMLP

+2.3%Year to dateJan 1 → Nov 6+16.1%

−1.4%1 yearTotal return+17.7%

[…]3 years · per year$10,000 became […] · $17,913+21.4%

[…]5 years · per year$10,000 became […] · $20,336+15.3%

0.50%Expense ratio$50 · $95 a year on $10k · lower is better0.95%

1.23%Trailing 12-mo yield$123 · $285 a year on $10k2.85%

−22.4%Worst dropSmaller is better−7.9%

22.4%VolatilityLower is calmer11.2%

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

1–5EMLP wins

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

More Ways to See the Pairs

ELFY vs EMLP: Top 5 Holdings

Today

ELFY

5.8%in top 5

EMLP

in top 527.6%

ELFYStockEMLP

not top 5EPD8.9%

not top 5ET7.1%

not top 5MPLX4.4%

not top 5PAGP3.6%

not top 5KMI3.5%

1.2%NXTnot top 5

1.2%BKHnot top 5

1.1%EDnot top 5

1.1%TTEKnot top 5

1.1%FTSnot top 5

Held in common31.3%

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

ELFY vs EMLP Returns, Every Period

ALPSELFY

−1.4%

past year

EMLPFirst Trust

+17.7%

past year

ELFYEMLPFaded: behind in that period

0–2EMLP wins

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

ELFY vs EMLP

YTD

ALPSELFY

+2.3%

EMLPFirst Trust

+16.1%

+2.3%Year to date+16.1%

−22.4%Worst drop · 1Y−7.9%

22.4%Volatility · 1Y11.2%

1.2%Yield2.8%

$154MAssets$4.2B

4–0EMLP wins

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

Cost, Income and Risk

Fees: EMLP, ELFY, DRAM, SMH

Today

0.35%lowest, SMH

FundExpense ratioFee$10k

SMH0.35%$35

ELFY0.50%$50

DRAM0.65%$65

EMLP0.95%$95

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

Yields: EMLP, ELFY, DRAM, SMH

2.85%highest, EMLP

FundTrailing yieldYield$10k

EMLP2.85%$285

ELFY1.23%$123

SMH0.24%$24

DRAM0.00%$0

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

Income After Fees on $10,000

$190most kept, EMLP

EMLP$285 − $95 = $190

ELFY$123 − $50 = $73

SMH$24 − $35 = −$11

DRAM$0 − $65 = −$65

KeptFee

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

Overlap: EMLP, ELFY, DRAM, SMH

Today

31.3%most shared, EMLP and ELFY

EMLPELFYDRAMSMH

EMLP—31.3%0.0%0.0%

ELFY31.3%—0.0%0.0%

DRAM0.0%0.0%—3.1%

SMH0.0%0.0%3.1%—

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

Return vs Bumpiness: 4 ETFs

+29.5%SMH, at 42.9% volatility

EMLPWorst drop−7.9%11.2% vol

ELFYWorst drop−22.4%22.4% vol

SMHWorst drop−33.1%42.9% vol

DRAMWorst drop[…][…]

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

Paid More vs Made More

YTD

EMLPSMH

+16.1%Year to date+28.8%

2.8%Yield0.2%

+17.7%Past year+29.5%

0.95%Fee0.35%

3–1SMH 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

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