Compare · 3 funds side by side · dividends reinvested

EMLP, VGT and SMH

EMLPFirst Trust×VGTVanguard×SMHVanEck×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$38,820SMH · best of the three

02 / 04

EMLP, VGT and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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

Vanguard Information Technology ETFSectors · Technology0.09%0.41%+23.1%+16.7%+32.4%+17.4%−15.8%25.5%$155B2.0

First Trust North American Energy Infrastructure FundThematic · Infrastructure0.95%2.80%+17.9%+19.8%+22.6%+15.6%−7.9%11.1%$4.2B2.1

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

End-of-day Nov 4, 2026 · returns include dividends · since: EMLP 2012 · VGT 2004 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

First Trust North American Energy Infrastructure Fund · $4.2B$20,628

EMLP

VGT

Vanguard Information Technology ETF · $155B$22,311

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

EMLPMeasureVGT

+17.9%Year to dateJan 1 → Nov 4+23.1%

+19.8%1 yearTotal return+16.7%

+22.6%3 years · per year$10,000 became $18,412 · $23,217+32.4%

+15.6%5 years · per year$10,000 became $20,628 · $22,311+17.4%

0.95%Expense ratio$95 · $9 a year on $10k · lower is better0.09%

2.80%Trailing 12-mo yield$280 · $41 a year on $10k0.41%

−7.9%Worst dropSmaller is better−15.8%

11.1%VolatilityLower is calmer25.5%

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

4–4Level

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

EMLP vs VGT: Top 5 Holdings

Today

EMLP

27.8%in top 5

VGT

in top 553.2%

EMLPStockVGT

not top 5NVDA17.6%

not top 5AAPL15.9%

not top 5MSFT11.2%

8.9%EPDnot top 5

7.3%ETnot top 5

not top 5MU4.5%

4.2%MPLXnot top 5

not top 5AVGO4.1%

3.8%KMInot top 5

3.7%PAGPnot top 5

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

EMLP vs VGT Returns, Every Period

First TrustEMLP

+15.6%

5 years, per year

VGTVanguard

+17.4%

5 years, per year

EMLPVGTFaded: behind in that period

1–3VGT wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Thematic vs Sector: EMLP vs VGT

YTD

First TrustEMLP

+17.9%

VGTVanguard

+23.1%

+17.9%Year to date+23.1%

−7.9%Worst drop · 1Y−15.8%

11.1%Volatility · 1Y25.5%

2.8%Yield0.4%

$4.2BAssets$155B

3–1EMLP wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: EMLP, VGT, SMH

Today

0.09%lowest, VGT

FundExpense ratioFee$10k

VGT0.09%$9

SMH0.35%$35

EMLP0.95%$95

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: EMLP, VGT, SMH

2.80%highest, EMLP

FundTrailing yieldYield$10k

EMLP2.80%$280

VGT0.41%$41

SMH0.22%$22

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$185most kept, EMLP

EMLP$280 − $95 = $185

VGT$41 − $9 = $32

SMH$22 − $35 = −$13

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: EMLP, VGT, SMH

Today

41.3%most shared, VGT and SMH

EMLPVGTSMH

EMLP—0.0%0.0%

VGT0.0%—41.3%

SMH0.0%41.3%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+38.2%SMH, at 41.2% volatility

EMLPWorst drop−7.9%11.1% vol

VGTWorst drop−15.8%25.5% vol

SMHWorst drop−24.6%41.2% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

EMLPSMH

+17.9%Year to date+40.0%

2.8%Yield0.2%

+19.8%Past year+38.2%

0.95%Fee0.35%

3–1SMH wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SOXX vs SMH

YTD

iSharesSOXX

+49.8%

SMHVanEck

+40.0%

+49.8%Year to date+40.0%

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

$42.6BAssets$65.4B

2–0SOXX wins

End-of-day Nov 4, 2026

XLK vs VGT

YTD

SPDRXLK

+23.0%

VGTVanguard

+23.1%

+23.0%Year to date+23.1%

0.08% · $8Fee · on $10k a year0.09% · $9

$117BAssets$155B

1–1level

End-of-day Nov 4, 2026

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 4, 2026