Compare · 4 funds side by side · dividends reinvested

ENFR, EMLP, MLPA and SMH

ENFRALPS×EMLPFirst Trust×MLPAGlobal X×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

ENFR, EMLP, MLPA and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Alerian Energy Infrastructure ETFThematic · Infrastructure0.35%4.18%+21.2%+26.8%+23.2%+18.1%−9.8%17.5%$508M2.0

VanEck Semiconductor ETFThematic · AI & semis0.35%0.23%+35.3%+39.3%+50.1%+29.4%−33.1%43.1%$60.7B2.1

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

Global X - MLP ETFSectors · Energy0.77%5.92%+12.2%+14.2%+12.2%+14.7%−11.1%13.3%$2.3B3.1

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: ENFR 2013 · EMLP 2012 · MLPA 2012 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

Alerian Energy Infrastructure ETF · $508M$22,985

ENFR

EMLP

First Trust North American Energy Infrastructure Fund · $4.1B$20,285

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

ENFRMeasureEMLP

+21.2%Year to dateJan 1 → Nov 9+17.2%

+26.8%1 yearTotal return+18.4%

+23.2%3 years · per year$10,000 became $18,704 · $17,569+20.7%

+18.1%5 years · per year$10,000 became $22,985 · $20,285+15.2%

0.35%Expense ratio$35 · $95 a year on $10k · lower is better0.95%

4.18%Trailing 12-mo yield$418 · $282 a year on $10k2.82%

−9.8%Worst dropSmaller is better−7.9%

17.5%VolatilityLower is calmer11.3%

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

6–2ENFR wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

ENFR vs EMLP: Top 5 Holdings

Today

ENFR

34.6%in top 5

EMLP

in top 527.8%

ENFRStockEMLP

7.5%EPD9.0%

8.3%ET7.2%

7.6%ENB.TOnot top 5

5.8%WMBnot top 5

5.5%TRP.TOnot top 5

not top 5MPLX4.4%

not top 5PAGP3.5%

not top 5KMI3.5%

Held in common33.4%

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

ENFR vs EMLP Returns, Every Period

ALPSENFR

+18.1%

5 years, per year

EMLPFirst Trust

+15.2%

5 years, per year

ENFREMLPFaded: behind in that period

4–0ENFR wins

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

Thematic vs Sector: ENFR vs MLPA

YTD

ALPSENFR

+21.2%

MLPAGlobal X

+12.2%

+21.2%Year to date+12.2%

−9.8%Worst drop · 1Y−11.1%

17.5%Volatility · 1Y13.3%

4.2%Yield5.9%

$508MAssets$2.3B

2–2level

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

Cost, Income and Risk

Fees: ENFR, EMLP, MLPA, SMH

Today

0.35%lowest, ENFR

FundExpense ratioFee$10k

ENFR0.35%$35

SMH0.35%$35

MLPA0.77%$77

EMLP0.95%$95

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

Yields: ENFR, EMLP, MLPA, SMH

5.92%highest, MLPA

FundTrailing yieldYield$10k

MLPA5.92%$592

ENFR4.18%$418

EMLP2.82%$282

SMH0.23%$23

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

Income After Fees on $10,000

$515most kept, MLPA

MLPA$592 − $77 = $515

ENFR$418 − $35 = $383

EMLP$282 − $95 = $187

SMH$23 − $35 = −$12

KeptFee

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

Overlap: ENFR, EMLP, MLPA, SMH

Today

33.4%most shared, ENFR and EMLP

ENFREMLPMLPASMH

ENFR—33.4%25.8%0.0%

EMLP33.4%—23.0%0.0%

MLPA25.8%23.0%—0.0%

SMH0.0%0.0%0.0%—

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

Return vs Bumpiness: 4 ETFs

+39.3%SMH, at 43.1% volatility

EMLPWorst drop−7.9%11.3% vol

MLPAWorst drop−11.1%13.3% vol

ENFRWorst drop−9.8%17.5% 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

MLPASMH

+12.2%Year to date+35.3%

5.9%Yield0.2%

+14.2%Past year+39.3%

0.77%Fee0.35%

3–1SMH 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

$39.1BAssets$60.7B

2–0SOXX 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%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026