Compare · 3 funds side by side · dividends reinvested

EMLP, SPYM and SMH

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$35,624SMH · best of the three

Story of the three · IncomeMost incomeEMLP · 2.81% · $281 a year on $10k

Story of the three · RiskSmallest drop

EMLP, SPYM and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust North American Energy Infrastructure FundThematic · Infrastructure0.95%2.81%+17.6%+17.7%+20.8%+15.4%−7.9%11.2%$4.2B1.9

VanEck Semiconductor ETFThematic · AI & semis0.35%0.23%+34.3%+39.4%+48.6%+28.9%−33.1%43.1%$63.5B1.9

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.03%+10.9%+13.1%+21.5%+11.8%−8.9%13.7%$183B2.3

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

End-of-day Nov 10, 2026 · returns include dividends · since: EMLP 2012 · SPYM 2005 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

First Trust North American Energy Infrastructure Fund · $4.2B$20,465

EMLP

SPYM

State Street SPDR Portfolio S&P 500 ETF · $183B$17,429

$10,000 five years ago, dividends reinvested · they hold 2.5% in common

EMLP

More Ways to See the Pairs

EMLP vs SPYM: Top 5 Holdings

Today

EMLP

27.8%in top 5

SPYM

in top 527.3%

EMLPStockSPYM

8.9%EPDnot top 5

not top 5AAPL7.9%

7.3%ETnot top 5

not top 5NVDA6.6%

not top 5MSFT6.2%

Cost, Income and Risk

Fees: EMLP, SPYM, SMH

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SMH0.35%$35

EMLP0.95%$95

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

Yields: EMLP, SPYM, SMH

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

+10.9%Year to date+10.8%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 10, 2026

SOXX vs SMH

YTD

iSharesSOXX

+46.3%

SMHVanEck

+34.3%

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

Measure

SPYM

+17.6%Year to dateJan 1 → Nov 10+10.9%

+17.7%1 yearTotal return+13.1%

+20.8%3 years · per year$10,000 became $17,619 · $17,936+21.5%

+15.4%5 years · per year$10,000 became $20,465 · $17,429+11.8%

0.95%Expense ratio$95 · $2 a year on $10k · lower is better0.02%

2.81%Trailing 12-mo yield$281 · $103 a year on $10k1.03%

−7.9%Worst dropSmaller is better−8.9%

11.2%VolatilityLower is calmer13.7%

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

6–2EMLP wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.5%MPLXnot top 5

not top 5AMZN4.0%

3.6%KMInot top 5

3.5%PAGPnot top 5

not top 5GOOGL2.6%

Held in common2.5%

End-of-day Nov 10, 2026 · share of each fund

EMLP vs SPYM Returns, Every Period

5Y

First TrustEMLP

+15.4%

5 years, per year

SPYMSPDR

+11.8%

5 years, per year

EMLPSPYMFaded: behind in that period

3–1EMLP wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Thematic vs Core: EMLP vs SPYM

YTD

First TrustEMLP

+17.6%

SPYMSPDR

+10.9%

+17.6%Year to date+10.9%

−7.9%Worst drop · 1Y−8.9%

11.2%Volatility · 1Y13.7%

2.8%Yield1.0%

$4.2BAssets$183B

4–0EMLP wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

2.81%highest, EMLP

FundTrailing yieldYield$10k

EMLP2.81%$281

SPYM1.03%$103

SMH0.23%$23

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$186most kept, EMLP

EMLP$281 − $95 = $186

SPYM$103 − $2 = $101

SMH$23 − $35 = −$12

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: EMLP, SPYM, SMH

Today

15.0%most shared, SPYM and SMH

EMLPSPYMSMH

EMLP—2.5%0.0%

SPYM2.5%—15.0%

SMH0.0%15.0%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+39.4%SMH, at 43.1% volatility

EMLPWorst drop−7.9%11.2% vol

SPYMWorst drop−8.9%13.7% vol

SMHWorst drop−33.1%43.1% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

EMLPSMH

+17.6%Year to date+34.3%

2.8%Yield0.2%

+17.7%Past year+39.4%

0.95%Fee0.35%

3–1SMH wins

End-of-day Nov 10, 2026

+46.3%Year to date+34.3%

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

$41.4BAssets$63.5B

2–0SOXX wins

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

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EMLP, SPYM and SMH

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three