Compare · 3 funds side by side · dividends reinvested

EMLP, SMH and VIG

EMLPFirst Trust×SMHVanEck×VIGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$36,298SMH · best of the three

02 / 04

EMLP, SMH and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust North American Energy Infrastructure FundThematic · Infrastructure0.95%2.82%+17.2%+18.4%+20.7%+15.2%−7.9%11.3%$4.1B1.9

VanEck Semiconductor ETFThematic · AI & semis0.35%0.23%+35.3%+39.3%+50.1%+29.4%−33.1%43.1%$60.7B1.9

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+14.8%+17.6%+18.8%+10.7%−7.9%11.0%$109B2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: EMLP 2012 · SMH 2011 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Dividend Appreciation ETF · $109B$16,638

VIG

EMLP

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

$10,000 five years ago, dividends reinvested · they hold 2.8% in common

VIGMeasureEMLP

+14.8%Year to dateJan 1 → Nov 9+17.2%

+17.6%1 yearTotal return+18.4%

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

+10.7%5 years · per year$10,000 became $16,638 · $20,285+15.2%

0.04%Expense ratio$4 · $95 a year on $10k · lower is better0.95%

1.46%Trailing 12-mo yield$146 · $282 a year on $10k2.82%

−7.9%Worst dropSmaller is better−7.9%

11.0%VolatilityLower is calmer11.3%

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

2–5EMLP wins

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

More Ways to See the Pairs

VIG vs EMLP: Top 5 Holdings

Today

VIG

22.1%in top 5

EMLP

in top 527.8%

VIGStockEMLP

not top 5EPD9.0%

not top 5ET7.2%

4.9%MSFTnot top 5

4.9%AAPLnot top 5

not top 5MPLX4.4%

4.3%AVGOnot top 5

4.1%LLYnot top 5

3.9%JPMnot top 5

not top 5PAGP3.5%

not top 5KMI3.5%

Held in common2.8%

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

VIG vs EMLP Returns, Every Period

VanguardVIG

+10.7%

5 years, per year

EMLPFirst Trust

+15.2%

5 years, per year

VIGEMLPFaded: behind in that period

0–4EMLP wins

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

Income vs Thematic: VIG vs EMLP

YTD

VanguardVIG

+14.8%

EMLPFirst Trust

+17.2%

+14.8%Year to date+17.2%

−7.9%Worst drop · 1Y−7.9%

11.0%Volatility · 1Y11.3%

1.5%Yield2.8%

$109BAssets$4.1B

2–1EMLP wins

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

Cost, Income and Risk

Fees: EMLP, SMH, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SMH0.35%$35

EMLP0.95%$95

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

Yields: EMLP, SMH, VIG

2.82%highest, EMLP

FundTrailing yieldYield$10k

EMLP2.82%$282

VIG1.46%$146

SMH0.23%$23

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

Income After Fees on $10,000

$187most kept, EMLP

EMLP$282 − $95 = $187

VIG$146 − $4 = $142

SMH$23 − $35 = −$12

KeptFee

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

Overlap: EMLP, SMH, VIG

Today

10.3%most shared, SMH and VIG

EMLPSMHVIG

EMLP—0.0%2.8%

SMH0.0%—10.3%

VIG2.8%10.3%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+39.3%SMH, at 43.1% volatility

VIGWorst drop−7.9%11.0% vol

EMLPWorst drop−7.9%11.3% 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

EMLPSMH

+17.2%Year to date+35.3%

2.8%Yield0.2%

+18.4%Past year+39.3%

0.95%Fee0.35%

3–1SMH wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

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

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

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$45.5BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026