Compare · 4 funds side by side · dividends reinvested

EMLP, VIG, VYM and SMH

EMLPFirst Trust×VIGVanguard×VYMVanguard×SMHVanEck×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$36,298SMH · best of the four

02 / 04

EMLP, VIG, VYM and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.26%+15.4%+19.5%+19.7%+11.5%−6.7%10.8%$78.9B2.0

First Trust North American Energy Infrastructure FundThematic · Infrastructure0.95%2.82%+17.2%+18.4%+20.7%+15.2%−7.9%11.3%$4.1B2.4

VanEck Semiconductor ETFThematic · AI & semis0.35%0.23%+35.3%+39.3%+50.1%+29.4%−33.1%43.1%$60.7B2.4

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+14.8%+17.6%+18.8%+10.7%−7.9%11.0%$109B3.1

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

End-of-day Nov 9, 2026 · returns include dividends · since: EMLP 2012 · VIG 2006 · VYM 2006 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

First Trust North American Energy Infrastructure Fund · $4.1B$20,285

EMLP

VIG

Vanguard Dividend Appreciation ETF · $109B$16,638

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

EMLPMeasureVIG

+17.2%Year to dateJan 1 → Nov 9+14.8%

+18.4%1 yearTotal return+17.6%

+20.7%3 years · per year$10,000 became $17,569 · $16,775+18.8%

+15.2%5 years · per year$10,000 became $20,285 · $16,638+10.7%

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

2.82%Trailing 12-mo yield$282 · $146 a year on $10k1.46%

−7.9%Worst dropSmaller is better−7.9%

11.3%VolatilityLower is calmer11.0%

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

5–2EMLP wins

End-of-day Nov 9, 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

27.8%in top 5

VIG

in top 522.1%

EMLPStockVIG

9.0%EPDnot top 5

7.2%ETnot top 5

not top 5MSFT4.9%

not top 5AAPL4.9%

4.4%MPLXnot top 5

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

3.5%PAGPnot top 5

3.5%KMInot top 5

Held in common2.8%

End-of-day Nov 9, 2026 · share of each fund

EMLP vs VIG Returns, Every Period

First TrustEMLP

+15.2%

5 years, per year

VIGVanguard

+10.7%

5 years, per year

EMLPVIGFaded: behind in that period

4–0EMLP wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Thematic vs Income: EMLP vs VYM

YTD

First TrustEMLP

+17.2%

VYMVanguard

+15.4%

+17.2%Year to date+15.4%

−7.9%Worst drop · 1Y−6.7%

11.3%Volatility · 1Y10.8%

2.8%Yield2.3%

$4.1BAssets$78.9B

2–2level

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: EMLP, VIG, VYM, SMH

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

VYM0.04%$4

SMH0.35%$35

EMLP0.95%$95

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: EMLP, VIG, VYM, SMH

2.82%highest, EMLP

FundTrailing yieldYield$10k

EMLP2.82%$282

VYM2.26%$226

VIG1.46%$146

SMH0.23%$23

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$222most kept, VYM

VYM$226 − $4 = $222

EMLP$282 − $95 = $187

VIG$146 − $4 = $142

SMH$23 − $35 = −$12

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: EMLP, VIG, VYM, SMH

Today

60.6%most shared, VIG and VYM

EMLPVIGVYMSMH

EMLP—2.8%5.6%0.0%

VIG2.8%—60.6%10.3%

VYM5.6%60.6%—8.9%

SMH0.0%10.3%8.9%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+39.3%SMH, at 43.1% volatility

VYMWorst drop−6.7%10.8% vol

VIGWorst drop−7.9%11.0% vol

EMLPWorst drop−7.9%11.3% vol

SMHWorst drop−33.1%43.1% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

EMLPSMH

+17.2%Year to date+35.3%

2.8%Yield0.2%

+18.4%Past year+39.3%

0.95%Fee0.35%

3–1SMH wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

SOXX vs SMH

YTD

iSharesSOXX

+46.5%

SMHVanEck

+35.3%

+46.5%Year to date+35.3%

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

$37.5BAssets$60.7B

2–0SOXX wins

End-of-day Nov 9, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$45.5BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026