Compare · 2 funds side by side · dividends reinvested

EMLP and XLF

EMLPFirst Trust×XLFSPDR×

Versus in desk

02 / 04

IWD−0.4%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$20,762EMLP · best of the two

Story of the two · IncomeMost incomeEMLP · 2.79% · $279 a year on $10k

Story of the two · RiskSmallest drop

EMLP and XLF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust North American Energy Infrastructure FundThematic · Infrastructure0.95%2.79%+18.4%+17.6%+21.7%+15.7%−7.9%11.2%$4.2B1.3

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.42%+7.6%+11.1%+22.0%+9.7%−14.8%15.3%$54.1B1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 12, 2026 · returns include dividends · since: EMLP 2012 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

5Y

State Street Financial Select Sector SPDR ETF · $54.1B$15,861

XLF

EMLP

First Trust North American Energy Infrastructure Fund · $4.2B$20,762

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

XLFMeasureEMLP

+7.6%

More Ways to See the Pairs

XLF vs EMLP: Top 5 Holdings

Today

XLF

43.6%in top 5

EMLP

in top 528.1%

XLFStockEMLP

13.3%BRK-Bnot top 5

11.1%JPMnot top 5

not top 5EPD8.9%

8.8%Vnot top 5

not top 5ET7.5%

Cost, Income and Risk

Fees: EMLP, XLF

Today

0.08%lowest, XLF

FundExpense ratioFee$10k

XLF0.08%$8

EMLP0.95%$95

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: EMLP, XLF

1Y

2.79%highest, EMLP

FundTrailing yieldYield

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

Year to dateJan 1 → Nov 12

+18.4%

+11.1%1 yearTotal return+17.6%

+22.0%3 years · per year$10,000 became $18,140 · $18,047+21.7%

+9.7%5 years · per year$10,000 became $15,861 · $20,762+15.7%

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

1.42%Trailing 12-mo yield$142 · $279 a year on $10k2.79%

−14.8%Worst dropSmaller is better−7.9%

15.3%VolatilityLower is calmer11.2%

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

2–6EMLP wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

6.5%MAnot top 5

not top 5MPLX4.5%

4.0%BACnot top 5

not top 5KMI3.7%

not top 5PAGP3.5%

Held in common0.0%

End-of-day Nov 12, 2026 · share of each fund

XLF vs EMLP Returns, Every Period

5Y

SPDRXLF

+9.7%

5 years, per year

EMLPFirst Trust

+15.7%

5 years, per year

XLFEMLPFaded: behind in that period

1–3EMLP wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

Sector vs Thematic: XLF vs EMLP

YTD

SPDRXLF

+7.6%

EMLPFirst Trust

+18.4%

+7.6%Year to date+18.4%

−14.8%Worst drop · 1Y−7.9%

15.3%Volatility · 1Y11.2%

1.4%Yield2.8%

$54.1BAssets$4.2B

4–0EMLP wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

$10k

EMLP2.79%$279

XLF1.42%$142

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

Income After Fees on $10,000

1Y

$184most kept, EMLP

EMLP$279 − $95 = $184

XLF$142 − $8 = $134

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: EMLP, XLF

Today

0.0%most shared, EMLP and XLF

EMLPXLF

EMLP—0.0%

XLF0.0%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+17.6%EMLP, at 11.2% volatility

EMLPWorst drop−7.9%11.2% vol

XLFWorst drop−14.8%15.3% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

EMLPXLF

+18.4%Year to date+7.6%

2.8%Yield1.4%

+17.6%Past year+11.1%

0.95%Fee0.08%

3–1EMLP wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

+12.0%Year to date+11.9%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 12, 2026

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EMLP and XLF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two