Compare EMLP and XLU | ETF Tracker

EMLP and XLU, 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%$4.2B1.1

State Street Utilities Select Sector SPDR ETFSectors · Utilities0.08%2.81%+3.1%−0.2%+16.0%+8.4%−16.1%15.7%$24.0B1.9

Rank among the two1st → 2ndFee, 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 · XLU 1998

Head to Head

Swap sides Versus in desk

Head to Head

5Y

First Trust North American Energy Infrastructure Fund · $4.2B$20,336

EMLP

XLU

State Street Utilities Select Sector SPDR ETF · $24.0B$14,970

$10,000 five years ago, dividends reinvested · they hold 33.4% in common

EMLPMeasureXLU

+16.1%Year to dateJan 1 → Nov 6+3.1%

+17.7%1 yearTotal return−0.2%

+21.4%3 years · per year$10,000 became $17,913 · $15,627+16.0%

+15.3%5 years · per year$10,000 became $20,336 · $14,971+8.4%

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

2.85%Trailing 12-mo yield$285 · $281 a year on $10k2.81%

−7.9%Worst dropSmaller is better−16.1%

11.2%VolatilityLower is calmer15.7%

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

7–1EMLP wins

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

More Ways to See the Pairs

EMLP vs XLU: Top 5 Holdings

Today

EMLP

27.6%in top 5

XLU

in top 539.8%

EMLPStockXLU

not top 5NEE13.5%

8.9%EPDnot top 5

not top 5SO7.9%

not top 5DUK7.5%

7.1%ETnot top 5

not top 5CEG5.8%

not top 5AEP5.1%

4.4%MPLXnot top 5

3.6%PAGPnot top 5

3.5%KMInot top 5

Held in common33.4%

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

EMLP vs XLU Returns, Every Period

5Y

First TrustEMLP

+15.3%

5 years, per year

XLUSPDR

+8.4%

5 years, per year

EMLPXLUFaded: behind in that period

4–0EMLP wins

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

Thematic vs Sector: EMLP vs XLU

YTD

First TrustEMLP

+16.1%

XLUSPDR

+3.1%

+16.1%Year to date+3.1%

−7.9%Worst drop · 1Y−16.1%

11.2%Volatility · 1Y15.7%

2.8%Yield2.8%

$4.2BAssets$24.0B

3–0EMLP wins

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

Cost, Income and Risk

Fees: EMLP, XLU

Today

0.08%lowest, XLU

FundExpense ratioFee$10k

XLU0.08%$8

EMLP0.95%$95

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

Yields: EMLP, XLU

1Y

2.85%highest, EMLP

FundTrailing yieldYield$10k

EMLP2.85%$285

XLU2.81%$281

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

Income After Fees on $10,000

1Y

$273most kept, XLU

XLU$281 − $8 = $273

EMLP$285 − $95 = $190

KeptFee

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

Overlap: EMLP, XLU

Today

33.4%most shared, EMLP and XLU

EMLPXLU

EMLP—33.4%

XLU33.4%—

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

Return vs Bumpiness: 2 ETFs

1Y

+17.7%EMLP, at 11.2% volatility

EMLPWorst drop−7.9%11.2% vol

XLUWorst drop−16.1%15.7% vol

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

Paid More vs Made More

YTD

EMLPXLU

+16.1%Year to date+3.1%

2.8%Yield2.8%

+17.7%Past year−0.2%

0.95%Fee0.08%

2–1EMLP wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026