Compare · 3 funds side by side · dividends reinvested

EMLP, VYM and SMH

EMLPFirst Trust×VYMVanguard×SMHVanEck×

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

02 / 04

EMLP, VYM and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VanEck Semiconductor ETFThematic · AI & semis0.35%0.25%+24.3%+27.3%+48.4%+27.6%−33.1%42.8%$57.7B1.9

First Trust North American Energy Infrastructure FundThematic · Infrastructure0.95%2.85%+16.1%+18.6%+21.7%+15.1%−7.9%11.2%$4.2B2.0

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.30%+13.3%+17.7%+20.0%+11.2%−6.7%10.6%$78.9B2.1

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

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

VYM

Vanguard High Dividend Yield ETF · $78.9B$17,002

$10,000 five years ago, dividends reinvested · they hold 5.6% in common

EMLPMeasureVYM

+16.1%Year to dateJan 1 → Nov 5+13.3%

+18.6%1 yearTotal return+17.7%

+21.7%3 years · per year$10,000 became $18,039 · $17,266+20.0%

+15.1%5 years · per year$10,000 became $20,216 · $17,002+11.2%

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

2.85%Trailing 12-mo yield$285 · $230 a year on $10k2.30%

−7.9%Worst dropSmaller is better−6.7%

11.2%VolatilityLower is calmer10.6%

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

5–3EMLP 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 VYM: Top 5 Holdings

Today

EMLP

27.4%in top 5

VYM

in top 518.2%

EMLPStockVYM

8.8%EPDnot top 5

7.1%ETnot top 5

not top 5AVGO6.9%

4.1%MPLXnot top 5

not top 5JPM3.8%

3.7%KMInot top 5

3.6%PAGPnot top 5

not top 5XOM2.8%

not top 5JNJ2.7%

not top 5ABBV2.0%

Held in common5.6%

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

EMLP vs VYM Returns, Every Period

First TrustEMLP

+15.1%

5 years, per year

VYMVanguard

+11.2%

5 years, per year

EMLPVYMFaded: 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 VYM

YTD

First TrustEMLP

+16.1%

VYMVanguard

+13.3%

+16.1%Year to date+13.3%

−7.9%Worst drop · 1Y−6.7%

11.2%Volatility · 1Y10.6%

2.8%Yield2.3%

$4.2BAssets$78.9B

2–2level

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

Cost, Income and Risk

Fees: EMLP, VYM, SMH

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

SMH0.35%$35

EMLP0.95%$95

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

Yields: EMLP, VYM, SMH

2.85%highest, EMLP

FundTrailing yieldYield$10k

EMLP2.85%$285

VYM2.30%$230

SMH0.25%$25

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

Income After Fees on $10,000

$226most kept, VYM

VYM$230 − $4 = $226

EMLP$285 − $95 = $190

SMH$25 − $35 = −$10

KeptFee

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

Overlap: EMLP, VYM, SMH

Today

9.0%most shared, VYM and SMH

EMLPVYMSMH

EMLP—5.6%0.0%

VYM5.6%—9.0%

SMH0.0%9.0%—

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

Return vs Bumpiness: 3 ETFs

+27.3%SMH, at 42.8% volatility

VYMWorst drop−6.7%10.6% vol

EMLPWorst drop−7.9%11.2% 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

EMLPSMH

+16.1%Year to date+24.3%

2.8%Yield0.2%

+18.6%Past year+27.3%

0.95%Fee0.35%

3–1SMH wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$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

$37.6BAssets$57.7B

2–0SOXX wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026