Compare · 4 funds side by side · dividends reinvested

EMLP, IPAV, CIBR and SMH

EMLPFirst Trust×IPAVGlobal X×CIBRFirst Trust×SMHVanEck×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$33,824SMH · best of the four

02 / 04

EMLP, IPAV, CIBR and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust North American Energy Infrastructure FundThematic · Infrastructure0.95%2.85%+16.1%+18.6%+21.7%+15.1%−7.9%11.2%$4.2B2.3

VanEck Semiconductor ETFThematic · AI & semis0.35%0.25%+24.3%+27.3%+48.4%+27.6%−33.1%42.8%$65.4B2.3

First Trust Nasdaq Cybersecurity ETFThematic · Cyber & cloud0.58%0.43%+27.7%+21.3%+27.4%+11.8%−20.6%31.1%$16.9B2.5

Global X Infrastructure Development ex-U.S. ETFThematic · Infrastructure0.55%1.62%+0.4%+5.4%[…][…]−17.2%19.5%$6M2.7

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

End-of-day Nov 5, 2026 · returns include dividends · since: EMLP 2012 · IPAV 2024 · CIBR 2015 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

Global X Infrastructure Development ex-U.S. ETF · $6M[…]

IPAV

EMLP

First Trust North American Energy Infrastructure Fund · $4.2B$20,216

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

IPAVMeasureEMLP

+0.4%Year to dateJan 1 → Nov 5+16.1%

+5.4%1 yearTotal return+18.6%

[…]3 years · per year$10,000 became […] · $18,039+21.7%

[…]5 years · per year$10,000 became […] · $20,216+15.1%

0.55%Expense ratio$55 · $95 a year on $10k · lower is better0.95%

1.62%Trailing 12-mo yield$162 · $285 a year on $10k2.85%

−17.2%Worst dropSmaller is better−7.9%

19.5%VolatilityLower is calmer11.2%

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

1–5EMLP wins

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

More Ways to See the Pairs

IPAV vs EMLP: Top 5 Holdings

Today

IPAV

17.2%in top 5

EMLP

in top 527.4%

IPAVStockEMLP

not top 5EPD8.8%

not top 5ET7.1%

not top 5MPLX4.1%

3.8%CNR.TOnot top 5

not top 5KMI3.7%

3.6%CP.TOnot top 5

not top 5PAGP3.6%

3.4%LT.NSnot top 5

3.2%HOLN.SWnot top 5

3.2%HEI.DEnot top 5

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

IPAV vs EMLP Returns, Every Period

Global XIPAV

+5.4%

past year

EMLPFirst Trust

+18.6%

past year

IPAVEMLPFaded: behind in that period

0–2EMLP wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

IPAV vs EMLP

YTD

Global XIPAV

+0.4%

EMLPFirst Trust

+16.1%

+0.4%Year to date+16.1%

−17.2%Worst drop · 1Y−7.9%

19.5%Volatility · 1Y11.2%

1.6%Yield2.8%

$5.9MAssets$4.2B

4–0EMLP wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: EMLP, IPAV, CIBR, SMH

Today

0.35%lowest, SMH

FundExpense ratioFee$10k

SMH0.35%$35

IPAV0.55%$55

CIBR0.58%$58

EMLP0.95%$95

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: EMLP, IPAV, CIBR, SMH

2.85%highest, EMLP

FundTrailing yieldYield$10k

EMLP2.85%$285

IPAV1.62%$162

CIBR0.43%$43

SMH0.25%$25

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$190most kept, EMLP

EMLP$285 − $95 = $190

IPAV$162 − $55 = $107

SMH$25 − $35 = −$10

CIBR$43 − $58 = −$15

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: EMLP, IPAV, CIBR, SMH

Today

5.8%most shared, CIBR and SMH

EMLPIPAVCIBRSMH

EMLP—0.0%0.0%0.0%

IPAV0.0%—0.0%0.0%

CIBR0.0%0.0%—5.8%

SMH0.0%0.0%5.8%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+27.3%SMH, at 42.8% volatility

EMLPWorst drop−7.9%11.2% vol

IPAVWorst drop−17.2%19.5% vol

CIBRWorst drop−20.6%31.1% vol

SMHWorst drop−33.1%42.8% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

EMLPCIBR

+16.1%Year to date+27.7%

2.8%Yield0.4%

+18.6%Past year+21.3%

0.95%Fee0.58%

3–1CIBR wins

End-of-day Nov 5, 2026

Popular Pairs Near These Four

SOXX vs SMH

YTD

iSharesSOXX

+31.6%

SMHVanEck

+24.3%

+31.6%Year to date+24.3%

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

$42.6BAssets$65.4B

2–0SOXX wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026