Compare · 4 funds side by side · dividends reinvested

EMLP, SMH, XLE and IGV

EMLPFirst Trust×SMHVanEck×XLESPDR×IGViShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$34,950SMH · best of the four

02 / 04

EMLP, SMH, XLE and IGV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.47%+40.6%+45.0%+16.8%+20.7%−15.0%23.3%$40.5B1.8

First Trust North American Energy Infrastructure FundThematic · Infrastructure0.95%2.85%+16.1%+17.7%+21.4%+15.3%−7.9%11.2%$4.1B2.3

VanEck Semiconductor ETFThematic · AI & semis0.35%0.24%+28.8%+29.5%+48.9%+28.4%−33.1%42.9%$60.7B2.3

iShares Expanded Tech-Software Sector ETFThematic · Disruptive tech0.38%0.02%−6.4%−11.5%+13.3%+2.4%−33.2%32.9%$12.4B3.8

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

End-of-day Nov 6, 2026 · returns include dividends · since: EMLP 2012 · SMH 2011 · XLE 1998 · IGV 2001

Head to Head

Swap sides Versus in desk

Head to Head

First Trust North American Energy Infrastructure Fund · $4.1B$20,336

EMLP

SMH

VanEck Semiconductor ETF · $60.7B$34,950

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

EMLPMeasureSMH

+16.1%Year to dateJan 1 → Nov 6+28.8%

+17.7%1 yearTotal return+29.5%

+21.4%3 years · per year$10,000 became $17,913 · $33,022+48.9%

+15.3%5 years · per year$10,000 became $20,336 · $34,950+28.4%

0.95%Expense ratio$95 · $35 a year on $10k · lower is better0.35%

2.85%Trailing 12-mo yield$285 · $24 a year on $10k0.24%

−7.9%Worst dropSmaller is better−33.1%

11.2%VolatilityLower is calmer42.9%

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

3–5SMH wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

EMLP vs SMH: Top 5 Holdings

Today

EMLP

27.6%in top 5

SMH

in top 547.8%

EMLPStockSMH

not top 5NVDA21.0%

not top 5TSM9.8%

8.9%EPDnot top 5

7.1%ETnot top 5

not top 5TXN6.2%

not top 5AVGO5.9%

not top 5ADI5.0%

4.4%MPLXnot top 5

3.6%PAGPnot top 5

3.5%KMInot top 5

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

EMLP vs SMH Returns, Every Period

First TrustEMLP

+15.3%

5 years, per year

SMHVanEck

+28.4%

5 years, per year

EMLPSMHFaded: behind in that period

0–4SMH wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Thematic vs Sector: EMLP vs XLE

YTD

First TrustEMLP

+16.1%

XLESPDR

+40.6%

+16.1%Year to date+40.6%

−7.9%Worst drop · 1Y−15.0%

11.2%Volatility · 1Y23.3%

2.8%Yield2.5%

$4.1BAssets$40.5B

3–1EMLP wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: EMLP, SMH, XLE, IGV

Today

0.08%lowest, XLE

FundExpense ratioFee$10k

XLE0.08%$8

SMH0.35%$35

IGV0.38%$38

EMLP0.95%$95

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: EMLP, SMH, XLE, IGV

2.85%highest, EMLP

FundTrailing yieldYield$10k

EMLP2.85%$285

XLE2.47%$247

SMH0.24%$24

IGV0.02%$2

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$239most kept, XLE

XLE$247 − $8 = $239

EMLP$285 − $95 = $190

SMH$24 − $35 = −$11

IGV$2 − $38 = −$36

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: EMLP, SMH, XLE, IGV

Today

7.0%most shared, EMLP and XLE

EMLPSMHXLEIGV

EMLP—0.0%7.0%0.0%

SMH0.0%—0.0%4.9%

XLE7.0%0.0%—0.0%

IGV0.0%4.9%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+45.0%XLE, at 23.3% volatility

EMLPWorst drop−7.9%11.2% vol

XLEWorst drop−15.0%23.3% vol

IGVWorst drop−33.2%32.9% vol

SMHWorst drop−33.1%42.9% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

EMLPXLE

+16.1%Year to date+40.6%

2.8%Yield2.5%

+17.7%Past year+45.0%

0.95%Fee0.08%

3–1XLE wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

SOXX vs SMH

YTD

iSharesSOXX

+36.2%

SMHVanEck

+28.8%

+36.2%Year to date+28.8%

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

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 6, 2026

XLE vs VDE

YTD

SPDRXLE

+40.6%

VDEVanguard

+38.6%

+40.6%Year to date+38.6%

2.5%Yield2.4%

$40.5BAssets$10.4B

2–0XLE wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026