Compare · 3 funds side by side · dividends reinvested

EMLP, ELFY and SOXX

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

02 / 04

EMLP, ELFY and SOXX, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust North American Energy Infrastructure FundThematic · Infrastructure0.95%2.85%+16.1%+17.7%+21.4%+15.3%−7.9%11.2%$4.1B1.8

iShares Semiconductor ETFThematic · AI & semis0.33%0.76%+36.2%+34.5%+40.3%+21.9%−39.5%49.4%$39.1B1.8

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

Rank among the three1st → 3rdFee, 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 · 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

ELFY

ALPS Electrification Infrastructure ETF · $154M[…]

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

EMLPMeasureELFY

+16.1%Year to dateJan 1 → Nov 6+2.3%

+17.7%1 yearTotal return−1.4%

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

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

0.95%Expense ratio$95 · $50 a year on $10k · lower is better0.50%

2.85%Trailing 12-mo yield$285 · $123 a year on $10k1.23%

−7.9%Worst dropSmaller is better−22.4%

11.2%VolatilityLower is calmer22.4%

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

5–1EMLP 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 ELFY: Top 5 Holdings

Today

EMLP

27.6%in top 5

ELFY

in top 55.8%

EMLPStockELFY

8.9%EPDnot top 5

7.1%ETnot top 5

4.4%MPLXnot top 5

3.6%PAGPnot top 5

3.5%KMInot top 5

not top 5NXT1.2%

not top 5BKH1.2%

not top 5ED1.1%

not top 5TTEK1.1%

not top 5FTS1.1%

Held in common31.3%

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

EMLP vs ELFY Returns, Every Period

First TrustEMLP

+17.7%

past year

ELFYALPS

−1.4%

past year

EMLPELFYFaded: behind in that period

2–0EMLP wins

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

EMLP vs ELFY

YTD

First TrustEMLP

+16.1%

ELFYALPS

+2.3%

+16.1%Year to date+2.3%

−7.9%Worst drop · 1Y−22.4%

11.2%Volatility · 1Y22.4%

2.8%Yield1.2%

$4.1BAssets$154M

4–0EMLP wins

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

Cost, Income and Risk

Fees: EMLP, ELFY, SOXX

Today

0.33%lowest, SOXX

FundExpense ratioFee$10k

SOXX0.33%$33

ELFY0.50%$50

EMLP0.95%$95

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

Yields: EMLP, ELFY, SOXX

2.85%highest, EMLP

FundTrailing yieldYield$10k

EMLP2.85%$285

ELFY1.23%$123

SOXX0.76%$76

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

SOXX$76 − $33 = $43

KeptFee

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

Overlap: EMLP, ELFY, SOXX

Today

31.3%most shared, EMLP and ELFY

EMLPELFYSOXX

EMLP—31.3%0.0%

ELFY31.3%—0.0%

SOXX0.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

+34.5%SOXX, at 49.4% volatility

EMLPWorst drop−7.9%11.2% vol

ELFYWorst drop−22.4%22.4% 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

EMLPSOXX

+16.1%Year to date+36.2%

2.8%Yield0.8%

+17.7%Past year+34.5%

0.95%Fee0.33%

3–1SOXX wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026