Compare · 3 funds side by side · dividends reinvested

EMLP, SOXX and SMH

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

02 / 04

EMLP, 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%$42.6B1.9

VanEck Semiconductor ETFThematic · AI & semis0.35%0.22%+40.0%+38.2%+54.7%+31.2%−24.6%41.2%$65.4B1.9

First Trust North American Energy Infrastructure FundThematic · Infrastructure0.95%2.80%+17.9%+19.8%+22.6%+15.6%−7.9%11.1%$4.2B2.3

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

End-of-day Nov 5, 2026 · returns include dividends · since: EMLP 2012 · SOXX 2001 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

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

EMLP

SOXX

iShares Semiconductor ETF · $42.6B$26,093

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

EMLPMeasureSOXX

+17.9%Year to dateJan 1 → Nov 5+49.8%

+19.8%1 yearTotal return+46.5%

+22.6%3 years · per year$10,000 became $18,412 · $31,353+46.4%

+15.6%5 years · per year$10,000 became $20,628 · $30,376+24.9%

0.95%Expense ratio$95 · $33 a year on $10k · lower is better0.33%

2.80%Trailing 12-mo yield$280 · $28 a year on $10k0.28%

−7.9%Worst dropSmaller is better−31.2%

11.1%VolatilityLower is calmer47.8%

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

3–5SOXX wins

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 SOXX: Top 5 Holdings

Today

EMLP

27.4%in top 5

SOXX

in top 538.8%

EMLPStockSOXX

not top 5AMD9.4%

8.8%EPDnot top 5

not top 5NVDA8.2%

not top 5AVGO7.9%

not top 5MU7.5%

7.1%ETnot top 5

not top 5INTC5.9%

4.1%MPLXnot top 5

3.7%KMInot top 5

3.6%PAGPnot top 5

Held in common0.0%

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

EMLP vs SOXX Returns, Every Period

First TrustEMLP

+15.6%

5 years, per year

SOXXiShares

+24.9%

5 years, per year

EMLPSOXXFaded: behind in that period

0–4SOXX wins

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

EMLP vs SOXX

YTD

First TrustEMLP

+17.9%

SOXXiShares

+49.8%

+17.9%Year to date+49.8%

−7.9%Worst drop · 1Y−31.2%

11.1%Volatility · 1Y47.8%

2.8%Yield0.3%

$4.2BAssets$42.6B

3–1EMLP wins

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

Cost, Income and Risk

Fees: EMLP, SOXX, SMH

Today

0.33%lowest, SOXX

FundExpense ratioFee$10k

SOXX0.33%$33

SMH0.35%$35

EMLP0.95%$95

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

Yields: EMLP, SOXX, SMH

2.80%highest, EMLP

FundTrailing yieldYield$10k

EMLP2.80%$280

SOXX0.28%$28

SMH0.22%$22

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

Income After Fees on $10,000

$185most kept, EMLP

EMLP$280 − $95 = $185

SOXX$28 − $33 = −$5

SMH$22 − $35 = −$13

KeptFee

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

Overlap: EMLP, SOXX, SMH

Today

69.8%most shared, SOXX and SMH

EMLPSOXXSMH

EMLP—0.0%0.0%

SOXX0.0%—69.8%

SMH0.0%69.8%—

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

SMHWorst drop−24.6%41.2% vol

SOXXWorst drop−31.2%47.8% vol

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

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

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 5, 2026