Compare · 4 funds side by side · dividends reinvested

EMLP, UTES, XLF and SMH

EMLPFirst Trust×UTESVirtus×XLFSPDR×SMHVanEck×

02 / 04

−0.1%

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$33,828SMH · best of the four

Story of the four · IncomeMost incomeEMLP · 2.77% · $277 a year on $10k

Story of the four · RiskSmallest drop

EMLP, UTES, XLF and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust North American Energy Infrastructure FundThematic · Infrastructure0.95%2.77%+19.3%+18.2%+22.5%+15.8%−7.9%11.2%$4.2B2.0

VanEck Semiconductor ETFThematic · AI & semis0.35%0.23%+35.2%+37.3%+48.3%+27.6%−33.1%43.3%$62.7B2.3

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.41%+8.5%+11.1%+22.2%+9.8%−14.8%15.3%$54.2B2.8

Virtus Reaves Utilities ETFSectors · Utilities0.49%1.57%+0.2%−3.6%+24.4%+14.1%−17.6%22.8%$1.2B3.0

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

End-of-day Nov 13, 2026 · returns include dividends · since: EMLP 2012 · UTES 2015 · XLF 1998 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Virtus Reaves Utilities ETF · $1.2B$19,348

UTES

More Ways to See the Pairs

UTES vs SMH: Top 5 Holdings

Today

UTES

46.4%in top 5

SMH

in top 545.9%

UTESStockSMH

not top 5NVDA17.7%

12.1%TLNnot top 5

11.6%CEGnot top 5

not top 5TSM10.0%

8.9%VSTnot top 5

Cost, Income and Risk

Fees: EMLP, UTES, XLF, SMH

Today

0.08%lowest, XLF

FundExpense ratioFee$10k

XLF0.08%$8

SMH0.35%$35

UTES0.49%$49

EMLP0.95%$95

End-of-day Nov 13, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

SOXX vs SMH

YTD

iSharesSOXX

+49.0%

SMHVanEck

+35.2%

+49.0%Year to date+35.2%

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

$41.2BAssets$62.7B

2–0SOXX wins

End-of-day Nov 13, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

SMH

VanEck Semiconductor ETF · $62.7B$33,828

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

UTESMeasureSMH

+0.2%Year to dateJan 1 → Nov 13+35.2%

−3.6%1 yearTotal return+37.3%

+24.4%3 years · per year$10,000 became $19,234 · $32,582+48.3%

+14.1%5 years · per year$10,000 became $19,348 · $33,828+27.6%

0.49%Expense ratio$49 · $35 a year on $10k · lower is better0.35%

1.57%Trailing 12-mo yield$157 · $23 a year on $10k0.23%

−17.6%Worst dropSmaller is better−33.1%

22.8%VolatilityLower is calmer43.3%

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

3–5SMH wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

7.3%XELnot top 5

6.5%CNPnot top 5

not top 5AVGO6.1%

not top 5TXN6.0%

not top 5AMD6.0%

Held in common0.0%

End-of-day Nov 13, 2026 · share of each fund

UTES vs SMH Returns, Every Period

5Y

VirtusUTES

+14.1%

5 years, per year

SMHVanEck

+27.6%

5 years, per year

UTESSMHFaded: behind in that period

0–4SMH wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

Sector vs Thematic: UTES vs EMLP

YTD

VirtusUTES

+0.2%

EMLPFirst Trust

+19.3%

+0.2%Year to date+19.3%

−17.6%Worst drop · 1Y−7.9%

22.8%Volatility · 1Y11.2%

1.6%Yield2.8%

$1.2BAssets$4.2B

4–0EMLP wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

Yields: EMLP, UTES, XLF, SMH

1Y

2.77%highest, EMLP

FundTrailing yieldYield$10k

EMLP2.77%$277

UTES1.57%$157

XLF1.41%$141

SMH0.23%$23

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$182most kept, EMLP

EMLP$277 − $95 = $182

XLF$141 − $8 = $133

UTES$157 − $49 = $108

SMH$23 − $35 = −$12

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: EMLP, UTES, XLF, SMH

Today

20.1%most shared, EMLP and UTES

EMLPUTESXLFSMH

EMLP—20.1%0.0%0.0%

UTES20.1%—0.0%0.0%

XLF0.0%0.0%—0.0%

SMH0.0%0.0%0.0%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+37.3%SMH, at 43.3% volatility

EMLPWorst drop−7.9%11.2% vol

XLFWorst drop−14.8%15.3% vol

UTESWorst drop−17.6%22.8% vol

SMHWorst drop−33.1%43.3% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

EMLPSMH

+19.3%Year to date+35.2%

2.8%Yield0.2%

+18.2%Past year+37.3%

0.95%Fee0.35%

3–1SMH wins

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.5BAssets$47.1B

1–1level

End-of-day Nov 13, 2026

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EMLP, UTES, XLF and SMH

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four