Compare · 3 funds side by side · dividends reinvested

EMLP, XLE and CIBR

EMLPFirst Trust×XLESPDR×CIBRFirst Trust×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$25,568XLE · best of the three

02 / 04

EMLP, XLE and CIBR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.47%+40.6%+45.0%+16.8%+20.7%−15.0%23.3%$40.5B1.6

First Trust North American Energy Infrastructure FundThematic · Infrastructure0.95%2.85%+16.1%+17.7%+21.4%+15.3%−7.9%11.2%$4.1B2.0

First Trust Nasdaq Cybersecurity ETFThematic · Cyber & cloud0.58%0.43%+27.7%+21.1%+27.4%+11.5%−20.6%31.1%$15.8B2.4

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

End-of-day Nov 6, 2026 · returns include dividends · since: EMLP 2012 · XLE 1998 · CIBR 2015

Head to Head

Swap sides Versus in desk

Head to Head

State Street Energy Select Sector SPDR ETF · $40.5B$25,568

XLE

EMLP

First Trust North American Energy Infrastructure Fund · $4.1B$20,336

$10,000 five years ago, dividends reinvested · they hold 7.0% in common

XLEMeasureEMLP

+40.6%Year to dateJan 1 → Nov 6+16.1%

+45.0%1 yearTotal return+17.7%

+16.8%3 years · per year$10,000 became $15,939 · $17,913+21.4%

+20.7%5 years · per year$10,000 became $25,568 · $20,336+15.3%

0.08%Expense ratio$8 · $95 a year on $10k · lower is better0.95%

2.47%Trailing 12-mo yield$247 · $285 a year on $10k2.85%

−15.0%Worst dropSmaller is better−7.9%

23.3%VolatilityLower is calmer11.2%

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

4–4Level

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

XLE vs EMLP: Top 5 Holdings

Today

XLE

59.5%in top 5

EMLP

in top 527.6%

XLEStockEMLP

24.4%XOMnot top 5

18.8%CVXnot top 5

not top 5EPD8.9%

7.3%COPnot top 5

not top 5ET7.1%

4.5%PSXnot top 5

4.5%MPCnot top 5

not top 5MPLX4.4%

not top 5PAGP3.6%

not top 5KMI3.5%

Held in common7.0%

End-of-day Nov 6, 2026 · share of each fund

XLE vs EMLP Returns, Every Period

SPDRXLE

+20.7%

5 years, per year

EMLPFirst Trust

+15.3%

5 years, per year

XLEEMLPFaded: behind in that period

3–1XLE wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Sector vs Thematic: XLE vs EMLP

YTD

SPDRXLE

+40.6%

EMLPFirst Trust

+16.1%

+40.6%Year to date+16.1%

−15.0%Worst drop · 1Y−7.9%

23.3%Volatility · 1Y11.2%

2.5%Yield2.8%

$40.5BAssets$4.1B

3–1EMLP wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: EMLP, XLE, CIBR

Today

0.08%lowest, XLE

FundExpense ratioFee$10k

XLE0.08%$8

CIBR0.58%$58

EMLP0.95%$95

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: EMLP, XLE, CIBR

2.85%highest, EMLP

FundTrailing yieldYield$10k

EMLP2.85%$285

XLE2.47%$247

CIBR0.43%$43

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$239most kept, XLE

XLE$247 − $8 = $239

EMLP$285 − $95 = $190

CIBR$43 − $58 = −$15

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: EMLP, XLE, CIBR

Today

7.0%most shared, EMLP and XLE

EMLPXLECIBR

EMLP—7.0%0.0%

XLE7.0%—0.0%

CIBR0.0%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+45.0%XLE, at 23.3% volatility

EMLPWorst drop−7.9%11.2% vol

XLEWorst drop−15.0%23.3% vol

CIBRWorst drop−20.6%31.1% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

EMLPXLE

+16.1%Year to date+40.6%

2.8%Yield2.5%

+17.7%Past year+45.0%

0.95%Fee0.08%

3–1XLE wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

XLE vs VDE

YTD

SPDRXLE

+40.6%

VDEVanguard

+38.6%

+40.6%Year to date+38.6%

2.5%Yield2.4%

$40.5BAssets$10.4B

2–0XLE wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026