Compare · 4 funds side by side · dividends reinvested

EMLP, VIG, CIBR and SMH

EMLPFirst Trust×VIGVanguard×CIBRFirst Trust×SMHVanEck×

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

02 / 04

EMLP, VIG, CIBR and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust North American Energy Infrastructure FundThematic · Infrastructure0.95%2.85%+16.1%+18.6%+21.7%+15.1%−7.9%11.2%$4.2B2.4

VanEck Semiconductor ETFThematic · AI & semis0.35%0.25%+24.3%+27.3%+48.4%+27.6%−33.1%42.8%$65.4B2.4

First Trust Nasdaq Cybersecurity ETFThematic · Cyber & cloud0.58%0.43%+27.7%+21.3%+27.4%+11.8%−20.6%31.1%$16.9B2.5

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.49%+12.5%+15.2%+18.9%+10.3%−7.9%10.8%$109B2.8

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

End-of-day Nov 5, 2026 · returns include dividends · since: EMLP 2012 · VIG 2006 · CIBR 2015 · 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

VIG

Vanguard Dividend Appreciation ETF · $109B$16,331

$10,000 five years ago, dividends reinvested · they hold 2.8% in common

EMLPMeasureVIG

+16.1%Year to dateJan 1 → Nov 5+12.5%

+18.6%1 yearTotal return+15.2%

+21.7%3 years · per year$10,000 became $18,039 · $16,814+18.9%

+15.1%5 years · per year$10,000 became $20,216 · $16,331+10.3%

0.95%Expense ratio$95 · $4 a year on $10k · lower is better0.04%

2.85%Trailing 12-mo yield$285 · $149 a year on $10k1.49%

−7.9%Worst dropSmaller is better−7.9%

11.2%VolatilityLower is calmer10.8%

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

5–2EMLP 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 VIG: Top 5 Holdings

Today

EMLP

27.4%in top 5

VIG

in top 522.1%

EMLPStockVIG

8.8%EPDnot top 5

7.1%ETnot top 5

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

4.1%MPLXnot top 5

not top 5LLY4.1%

not top 5JPM3.9%

3.7%KMInot top 5

3.6%PAGPnot top 5

Held in common2.8%

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

EMLP vs VIG Returns, Every Period

First TrustEMLP

+15.1%

5 years, per year

VIGVanguard

+10.3%

5 years, per year

EMLPVIGFaded: behind in that period

4–0EMLP wins

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

Thematic vs Income: EMLP vs VIG

YTD

First TrustEMLP

+16.1%

VIGVanguard

+12.5%

+16.1%Year to date+12.5%

−7.9%Worst drop · 1Y−7.9%

11.2%Volatility · 1Y10.8%

2.8%Yield1.5%

$4.2BAssets$109B

2–1EMLP wins

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

Cost, Income and Risk

Fees: EMLP, VIG, CIBR, SMH

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SMH0.35%$35

CIBR0.58%$58

EMLP0.95%$95

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

Yields: EMLP, VIG, CIBR, SMH

2.85%highest, EMLP

FundTrailing yieldYield$10k

EMLP2.85%$285

VIG1.49%$149

CIBR0.43%$43

SMH0.25%$25

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

Income After Fees on $10,000

$190most kept, EMLP

EMLP$285 − $95 = $190

VIG$149 − $4 = $145

SMH$25 − $35 = −$10

CIBR$43 − $58 = −$15

KeptFee

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

Overlap: EMLP, VIG, CIBR, SMH

Today

10.3%most shared, VIG and SMH

EMLPVIGCIBRSMH

EMLP—2.8%0.0%0.0%

VIG2.8%—9.9%10.3%

CIBR0.0%9.9%—5.8%

SMH0.0%10.3%5.8%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+27.3%SMH, at 42.8% volatility

VIGWorst drop−7.9%10.8% vol

EMLPWorst drop−7.9%11.2% vol

CIBRWorst drop−20.6%31.1% vol

SMHWorst drop−33.1%42.8% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

EMLPCIBR

+16.1%Year to date+27.7%

2.8%Yield0.4%

+18.6%Past year+21.3%

0.95%Fee0.58%

3–1CIBR wins

End-of-day Nov 5, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

SOXX vs SMH

YTD

iSharesSOXX

+31.6%

SMHVanEck

+24.3%

+31.6%Year to date+24.3%

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

$42.6BAssets$65.4B

2–0SOXX wins

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026