Compare · 3 funds side by side · dividends reinvested

EMLP, REIX and SOXX

EMLPFirst Trust×REIXNY Life Investments×SOXXiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$26,093SOXX · best of the three

02 / 04

EMLP, REIX and SOXX, 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%$42.6B1.5

First Trust North American Energy Infrastructure FundThematic · Infrastructure0.95%2.80%+17.9%+19.8%+22.6%+15.6%−7.9%11.1%$4.2B1.8

NYLIM CBRE Real Estate & Infrastructure ETFThematic · Infrastructure0.65%2.61%[…][…][…][…][…][…]$36M2.0

Rank among the three1st → 3rdFee, 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 · REIX 2023 · SOXX 2001

Head to Head

Swap sides Versus in desk

Head to Head

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

EMLP

REIX

NYLIM CBRE Real Estate & Infrastructure ETF · $36M[…]

$10,000 five years ago, dividends reinvested · they hold 18.5% in common

EMLPMeasureREIX

+17.9%Year to dateJan 1 → Nov 5[…]

+19.8%1 yearTotal return[…]

+22.6%3 years · per year$10,000 became $18,412 · […][…]

+15.6%5 years · per year$10,000 became $20,628 · […][…]

0.95%Expense ratio$95 · $65 a year on $10k · lower is better0.65%

2.80%Trailing 12-mo yield$280 · $261 a year on $10k2.61%

−7.9%Worst dropSmaller is better[…]

11.1%VolatilityLower is calmer[…]

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

1–1Level

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

More Ways to See the Pairs

EMLP vs REIX: Top 5 Holdings

Today

EMLP

27.4%in top 5

REIX

in top 517.4%

EMLPStockREIX

8.8%EPDnot top 5

7.1%ETnot top 5

not top 5WELL6.8%

4.1%MPLXnot top 5

not top 5EQIX4.1%

3.7%KMInot top 5

3.6%PAGPnot top 5

not top 5WEC2.6%

not top 5AMT2.0%

not top 5XEL1.9%

Held in common18.5%

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

EMLP vs REIX Returns, Every Period

First TrustEMLP

+19.8%

past year

REIXNY Life Investments

[…]

past year

Returns […]

EMLPREIXFaded: behind in that period

0–0Level

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

EMLP vs REIX

YTD

First TrustEMLP

+17.9%

REIXNY Life Investments

[…]

+17.9%Year to date[…]

−7.9%Worst drop · 1Y[…]

11.1%Volatility · 1Y[…]

2.8%Yield2.6%

$4.2BAssets$36.2M

1–0EMLP wins

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

Cost, Income and Risk

Fees: EMLP, REIX, SOXX

Today

0.33%lowest, SOXX

FundExpense ratioFee$10k

SOXX0.33%$33

REIX0.65%$65

EMLP0.95%$95

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

Yields: EMLP, REIX, SOXX

2.80%highest, EMLP

FundTrailing yieldYield$10k

EMLP2.80%$280

REIX2.61%$261

SOXX0.28%$28

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

Income After Fees on $10,000

$196most kept, REIX

REIX$261 − $65 = $196

EMLP$280 − $95 = $185

SOXX$28 − $33 = −$5

KeptFee

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

Overlap: EMLP, REIX, SOXX

Today

18.5%most shared, EMLP and REIX

EMLPREIXSOXX

EMLP—18.5%0.0%

REIX18.5%—0.0%

SOXX0.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

+46.5%SOXX, at 47.8% volatility

EMLPWorst drop−7.9%11.1% vol

SOXXWorst drop−31.2%47.8% vol

REIXWorst drop[…][…]

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

Paid More vs Made More

YTD

EMLPSOXX

+17.9%Year to date+49.8%

2.8%Yield0.3%

+19.8%Past year+46.5%

0.95%Fee0.33%

3–1SOXX wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SOXX vs SMH

YTD

iSharesSOXX

+49.8%

SMHVanEck

+40.0%

+49.8%Year to date+40.0%

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

+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 5, 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 5, 2026