Compare · 4 funds side by side · dividends reinvested

EMLP, IGF, SOXX and SMH

EMLPFirst Trust×IGFiShares×SOXXiShares×SMHVanEck×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$38,820SMH · best of the four

02 / 04

EMLP, IGF, SOXX and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Semiconductor ETFThematic · AI & semis0.33%0.28%+49.8%+46.5%+46.4%+24.9%−31.2%47.8%$42.6B2.3

VanEck Semiconductor ETFThematic · AI & semis0.35%0.22%+40.0%+38.2%+54.7%+31.2%−24.6%41.2%$65.4B2.3

First Trust North American Energy Infrastructure FundThematic · Infrastructure0.95%2.80%+17.9%+19.8%+22.6%+15.6%−7.9%11.1%$4.2B2.5

iShares Global Infrastructure ETFThematic · Infrastructure0.37%2.91%+9.6%+11.5%+20.4%+10.0%−10.4%11.2%$10.9B3.0

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

End-of-day Nov 4, 2026 · returns include dividends · since: EMLP 2012 · IGF 2007 · SOXX 2001 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

First Trust North American Energy Infrastructure Fund · $4.2B$20,628

EMLP

IGF

iShares Global Infrastructure ETF · $10.9B$16,114

$10,000 five years ago, dividends reinvested · they hold 23.7% in common

EMLPMeasureIGF

+17.9%Year to dateJan 1 → Nov 4+9.6%

+19.8%1 yearTotal return+11.5%

+22.6%3 years · per year$10,000 became $18,412 · $17,459+20.4%

+15.6%5 years · per year$10,000 became $20,628 · $16,114+10.0%

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

2.80%Trailing 12-mo yield$280 · $291 a year on $10k2.91%

−7.9%Worst dropSmaller is better−10.4%

11.1%VolatilityLower is calmer11.2%

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

6–2EMLP wins

End-of-day Nov 4, 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 523.1%

EMLPStockIGF

8.9%EPDnot top 5

7.3%ETnot top 5

not top 5TCL.AX5.0%

not top 5AENA.MC5.0%

not top 5NEE4.8%

4.2%MPLXnot top 5

not top 5PAC4.2%

not top 5IBE.MC4.1%

3.8%KMInot top 5

3.7%PAGPnot top 5

Held in common23.7%

End-of-day Nov 4, 2026 · share of each fund

EMLP vs IGF Returns, Every Period

First TrustEMLP

+15.6%

5 years, per year

IGFiShares

+10.0%

5 years, per year

EMLPIGFFaded: behind in that period

4–0EMLP wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

EMLP vs IGF

YTD

First TrustEMLP

+17.9%

IGFiShares

+9.6%

+17.9%Year to date+9.6%

−7.9%Worst drop · 1Y−10.4%

11.1%Volatility · 1Y11.2%

2.8%Yield2.9%

$4.2BAssets$10.9B

3–1EMLP wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: EMLP, IGF, SOXX, SMH

Today

0.33%lowest, SOXX

FundExpense ratioFee$10k

SOXX0.33%$33

SMH0.35%$35

IGF0.37%$37

EMLP0.95%$95

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: EMLP, IGF, SOXX, SMH

2.91%highest, IGF

FundTrailing yieldYield$10k

IGF2.91%$291

EMLP2.80%$280

SOXX0.28%$28

SMH0.22%$22

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$254most kept, IGF

IGF$291 − $37 = $254

EMLP$280 − $95 = $185

SOXX$28 − $33 = −$5

SMH$22 − $35 = −$13

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: EMLP, IGF, SOXX, SMH

Today

69.8%most shared, SOXX and SMH

EMLPIGFSOXXSMH

EMLP—23.7%0.0%0.0%

IGF23.7%—0.0%0.0%

SOXX0.0%0.0%—69.8%

SMH0.0%0.0%69.8%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+46.5%SOXX, at 47.8% volatility

EMLPWorst drop−7.9%11.1% vol

IGFWorst drop−10.4%11.2% vol

SMHWorst drop−24.6%41.2% vol

SOXXWorst drop−31.2%47.8% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

IGFSOXX

+9.6%Year to date+49.8%

2.9%Yield0.3%

+11.5%Past year+46.5%

0.37%Fee0.33%

3–1SOXX wins

End-of-day Nov 4, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026