Compare · 4 funds side by side · dividends reinvested

EMLP, IGF, SMH and IGV

EMLPFirst Trust×IGFiShares×SMHVanEck×IGViShares×

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, IGF, SMH and IGV, 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%$60.7B1.9

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 Global Infrastructure ETFThematic · Infrastructure0.37%2.90%+10.0%+12.2%+18.8%+9.9%−10.4%11.5%$11.0B2.4

iShares Expanded Tech-Software Sector ETFThematic · Disruptive tech0.38%0.02%−4.0%−7.2%+13.6%+3.0%−33.2%32.9%$12.8B3.8

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 · IGF 2007 · SMH 2011 · IGV 2001

Head to Head

Swap sides Versus in desk

Head to Head

First Trust North American Energy Infrastructure Fund · $4.1B$20,285

EMLP

IGF

iShares Global Infrastructure ETF · $11.0B$16,009

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

EMLPMeasureIGF

+17.2%Year to dateJan 1 → Nov 9+10.0%

+18.4%1 yearTotal return+12.2%

+20.7%3 years · per year$10,000 became $17,569 · $16,775+18.8%

+15.2%5 years · per year$10,000 became $20,285 · $16,009+9.9%

0.95%Expense ratio$95 · $37 a year on $10k · lower is better0.37%

2.82%Trailing 12-mo yield$282 · $290 a year on $10k2.90%

−7.9%Worst dropSmaller is better−10.4%

11.3%VolatilityLower is calmer11.5%

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

6–2EMLP wins

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

More Ways to See the Pairs

EMLP vs IGF: Top 5 Holdings

Today

EMLP

27.8%in top 5

IGF

in top 523.9%

EMLPStockIGF

9.0%EPDnot top 5

7.2%ETnot top 5

not top 5AENA.MC5.1%

not top 5TCL.AX5.1%

not top 5NEE5.0%

4.4%MPLXnot top 5

not top 5PAC4.4%

not top 5IBE.MC4.2%

3.5%PAGPnot top 5

3.5%KMInot top 5

Held in common22.4%

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

EMLP vs IGF Returns, Every Period

First TrustEMLP

+15.2%

5 years, per year

IGFiShares

+9.9%

5 years, per year

EMLPIGFFaded: behind in that period

4–0EMLP wins

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

EMLP vs IGF

YTD

First TrustEMLP

+17.2%

IGFiShares

+10.0%

+17.2%Year to date+10.0%

−7.9%Worst drop · 1Y−10.4%

11.3%Volatility · 1Y11.5%

2.8%Yield2.9%

$4.1BAssets$11.0B

3–1EMLP wins

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

Cost, Income and Risk

Fees: EMLP, IGF, SMH, IGV

Today

0.35%lowest, SMH

FundExpense ratioFee$10k

SMH0.35%$35

IGF0.37%$37

IGV0.38%$38

EMLP0.95%$95

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

Yields: EMLP, IGF, SMH, IGV

2.90%highest, IGF

FundTrailing yieldYield$10k

IGF2.90%$290

EMLP2.82%$282

SMH0.23%$23

IGV0.02%$2

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

Income After Fees on $10,000

$253most kept, IGF

IGF$290 − $37 = $253

EMLP$282 − $95 = $187

SMH$23 − $35 = −$12

IGV$2 − $38 = −$36

KeptFee

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

Overlap: EMLP, IGF, SMH, IGV

Today

22.4%most shared, EMLP and IGF

EMLPIGFSMHIGV

EMLP—22.4%0.0%0.0%

IGF22.4%—0.0%0.0%

SMH0.0%0.0%—4.8%

IGV0.0%0.0%4.8%—

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

IGFWorst drop−10.4%11.5% vol

IGVWorst drop−33.2%32.9% vol

SMHWorst drop−33.1%43.1% vol

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

Paid More vs Made More

YTD

IGFSMH

+10.0%Year to date+35.3%

2.9%Yield0.2%

+12.2%Past year+39.3%

0.37%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