Compare · 4 funds side by side · dividends reinvested

EMLP, XLE, CIBR and SMH

EMLPFirst Trust×XLESPDR×CIBRFirst Trust×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, XLE, CIBR and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.46%+41.3%+44.3%+15.9%+20.4%−15.0%23.3%$40.5B1.9

VanEck Semiconductor ETFThematic · AI & semis0.35%0.23%+35.3%+39.3%+50.1%+29.4%−33.1%43.1%$60.7B2.5

First Trust North American Energy Infrastructure FundThematic · Infrastructure0.95%2.82%+17.2%+18.4%+20.7%+15.2%−7.9%11.3%$4.1B2.6

First Trust Nasdaq Cybersecurity ETFThematic · Cyber & cloud0.58%0.42%+32.8%+27.5%+28.7%+12.4%−20.6%31.3%$15.8B3.0

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

End-of-day Nov 9, 2026 · returns include dividends · since: EMLP 2012 · XLE 1998 · CIBR 2015 · 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

XLE

State Street Energy Select Sector SPDR ETF · $40.5B$25,271

$10,000 five years ago, dividends reinvested · they hold 6.9% in common

EMLPMeasureXLE

+17.2%Year to dateJan 1 → Nov 9+41.3%

+18.4%1 yearTotal return+44.3%

+20.7%3 years · per year$10,000 became $17,569 · $15,555+15.9%

+15.2%5 years · per year$10,000 became $20,285 · $25,271+20.4%

0.95%Expense ratio$95 · $8 a year on $10k · lower is better0.08%

2.82%Trailing 12-mo yield$282 · $246 a year on $10k2.46%

−7.9%Worst dropSmaller is better−15.0%

11.3%VolatilityLower is calmer23.3%

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

4–4Level

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 XLE: Top 5 Holdings

Today

EMLP

27.8%in top 5

XLE

in top 559.6%

EMLPStockXLE

not top 5XOM24.5%

not top 5CVX18.8%

9.0%EPDnot top 5

not top 5COP7.3%

7.2%ETnot top 5

not top 5PSX4.5%

4.4%MPLXnot top 5

not top 5MPC4.4%

3.5%PAGPnot top 5

3.5%KMInot top 5

Held in common6.9%

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

EMLP vs XLE Returns, Every Period

First TrustEMLP

+15.2%

5 years, per year

XLESPDR

+20.4%

5 years, per year

EMLPXLEFaded: behind in that period

1–3XLE wins

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

Thematic vs Sector: EMLP vs XLE

YTD

First TrustEMLP

+17.2%

XLESPDR

+41.3%

+17.2%Year to date+41.3%

−7.9%Worst drop · 1Y−15.0%

11.3%Volatility · 1Y23.3%

2.8%Yield2.5%

$4.1BAssets$40.5B

3–1EMLP wins

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

Cost, Income and Risk

Fees: EMLP, XLE, CIBR, SMH

Today

0.08%lowest, XLE

FundExpense ratioFee$10k

XLE0.08%$8

SMH0.35%$35

CIBR0.58%$58

EMLP0.95%$95

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

Yields: EMLP, XLE, CIBR, SMH

2.82%highest, EMLP

FundTrailing yieldYield$10k

EMLP2.82%$282

XLE2.46%$246

CIBR0.42%$42

SMH0.23%$23

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

Income After Fees on $10,000

$238most kept, XLE

XLE$246 − $8 = $238

EMLP$282 − $95 = $187

SMH$23 − $35 = −$12

CIBR$42 − $58 = −$16

KeptFee

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

Overlap: EMLP, XLE, CIBR, SMH

Today

6.9%most shared, EMLP and XLE

EMLPXLECIBRSMH

EMLP—6.9%0.0%0.0%

XLE6.9%—0.0%0.0%

CIBR0.0%0.0%—5.7%

SMH0.0%0.0%5.7%—

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

Return vs Bumpiness: 4 ETFs

+44.3%XLE, at 23.3% volatility

EMLPWorst drop−7.9%11.3% vol

XLEWorst drop−15.0%23.3% vol

CIBRWorst drop−20.6%31.3% 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

EMLPXLE

+17.2%Year to date+41.3%

2.8%Yield2.5%

+18.4%Past year+44.3%

0.95%Fee0.08%

3–1XLE wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

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

XLE vs VDE

YTD

SPDRXLE

+41.3%

VDEVanguard

+39.4%

+41.3%Year to date+39.4%

2.5%Yield2.4%

$40.5BAssets$10.4B

2–0XLE wins

End-of-day Nov 9, 2026

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