Compare · 3 funds side by side · dividends reinvested

EMLP, XLF and XLE

EMLPFirst Trust×XLFSPDR×XLESPDR×
$5k$10k$15k$20k$25k$30kLow $9,880 · 2021XLE$25,568EMLP$20,336XLF$15,474Oct 2021Nov 2026Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$25,568XLE · best of the three
02 / 04

EMLP, XLF and XLE, Ranked

Today
FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank
First Trust North American Energy Infrastructure FundThematic · Infrastructure0.95%2.85%+16.1%+17.7%+21.4%+15.3%−7.9%11.2%$4.2B1.8
State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.47%+40.6%+45.0%+16.8%+20.7%−15.0%23.3%$42.0B1.9
State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.44%+5.7%+10.4%+22.5%+9.1%−14.8%15.3%$55.5B2.3
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 · XLF 1998 · XLE 1998
@TheETFTracker·theetftracker.com

Head to Head

5Y
First Trust North American Energy Infrastructure Fund · $4.2B$20,336
EMLP
XLF
State Street Financial Select Sector SPDR ETF · $55.5B$15,474

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

EMLPMeasureXLF
+16.1%Year to dateJan 1 → Nov 6+5.7%
+17.7%1 yearTotal return+10.4%
+21.4%3 years · per year$10,000 became $17,913 · $18,391+22.5%
+15.3%5 years · per year$10,000 became $20,336 · $15,474+9.1%
0.95%Expense ratio$95 · $8 a year on $10k · lower is better0.08%
2.85%Trailing 12-mo yield$285 · $144 a year on $10k1.44%
−7.9%Worst dropSmaller is better−14.8%
11.2%VolatilityLower is calmer15.3%
EMLPXLF Winner of the row, in its colourEach row: the bigger of the two fills its side
6–2EMLP wins
End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns
@TheETFTracker·theetftracker.com

More Ways to See the Pairs

EMLP vs XLF: Top 5 Holdings

Today
EMLP
27.6%in top 5
XLF
in top 543.7%
EMLPStockXLF
not top 5BRK-B13.2%
not top 5JPM11.1%
8.9%EPDnot top 5
not top 5V8.9%
7.1%ETnot top 5
not top 5MA6.5%
4.4%MPLXnot top 5
not top 5BAC4.0%
3.6%PAGPnot top 5
3.5%KMInot top 5
Held in common0.0%
End-of-day Nov 6, 2026 · share of each fund
@TheETFTracker·theetftracker.com

EMLP vs XLF Returns, Every Period

5Y
First TrustEMLP
+15.3%
5 years, per year
XLFSPDR
+9.1%
5 years, per year
0%+10%+20%+30%+16.1%+5.7%YTD+17.7%+10.4%1 year+21.4%+22.5%3 yrs · yr+15.3%+9.1%5 yrs · yr
EMLPXLFFaded: behind in that period
3–1EMLP wins
End-of-day Nov 6, 2026 · dividends in · faded = behind in that period
@TheETFTracker·theetftracker.com

Thematic vs Sector: EMLP vs XLE

YTD
First TrustEMLP
+16.1%
XLESPDR
+40.6%
Jan 1Nov 6+16.1%+40.6%
+16.1%Year to date+40.6%
−7.9%Worst drop · 1Y−15.0%
11.2%Volatility · 1Y23.3%
2.8%Yield2.5%
$4.2BAssets$42.0B
3–1EMLP wins
End-of-day Nov 6, 2026 · smaller drop and lower volatility win
@TheETFTracker·theetftracker.com

Cost, Income and Risk

Fees: EMLP, XLF, XLE

Today
0.08%lowest, XLF
FundExpense ratioFee$10k
XLF0.08%$8
XLE0.08%$8
EMLP0.95%$95
End-of-day Nov 6, 2026 · fee on $10,000 a year
@TheETFTracker·theetftracker.com

Yields: EMLP, XLF, XLE

1Y
2.85%highest, EMLP
FundTrailing yieldYield$10k
EMLP2.85%$285
XLE2.47%$247
XLF1.44%$144
End-of-day Nov 6, 2026 · trailing 12-month yield
@TheETFTracker·theetftracker.com

Income After Fees on $10,000

1Y
$239most kept, XLE
XLE$247 − $8 = $239
EMLP$285 − $95 = $190
XLF$144 − $8 = $136
KeptFee
End-of-day Nov 6, 2026 · yield in dollars minus the fee
@TheETFTracker·theetftracker.com

Overlap: EMLP, XLF, XLE

Today
7.0%most shared, EMLP and XLE
EMLPXLFXLE
EMLP—0.0%7.0%
XLF0.0%—0.0%
XLE7.0%0.0%—
End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus
@TheETFTracker·theetftracker.com

Return vs Bumpiness: 3 ETFs

1Y
+45.0%XLE, at 23.3% volatility
0%+20%+40%+60%5%10%15%20%25%30%Volatility · 1 year → bumpierXLE +45.0%EMLP +17.7%XLF +10.4%
EMLPWorst drop−7.9%11.2% vol
XLFWorst drop−14.8%15.3% vol
XLEWorst drop−15.0%23.3% vol
End-of-day Nov 6, 2026 · up and left is better
@TheETFTracker·theetftracker.com

Paid More vs Made More

YTD
EMLPXLE
Jan 1Nov 6+16.1%+40.6%
+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
@TheETFTracker·theetftracker.com

Popular Pairs Near These Three

XLE vs VDE

YTD
SPDRXLE
+40.6%
VDEVanguard
+38.6%
Jan 1Nov 6+40.6%+38.6%
+40.6%Year to date+38.6%
2.5%Yield2.4%
$42.0BAssets$10.4B
2–0XLE wins
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com

SCHD vs VIG

YTD
SchwabSCHD
+31.4%
VIGVanguard
+12.1%
Jan 1Nov 6+31.4%+12.1%
+31.4%Year to date+12.1%
3.0%Yield1.5%
$120BAssets$109B
2–0SCHD wins
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com

JEPQ vs JEPI

YTD
J.P. MorganJEPQ
+3.2%
JEPIJ.P. Morgan
+5.3%
Jan 1Nov 6+3.2%+5.3%
+3.2%Year to date+5.3%
12.8%Yield8.1%
$42.6BAssets$46.8B
1–1level
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com