Compare · 3 funds side by side · dividends reinvested

IGF, EMLP and SMH

IGFiShares×EMLPFirst Trust×SMHVanEck×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$38,820SMH · best of the three

02 / 04

IGF, EMLP and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VanEck Semiconductor ETFThematic · AI & semis0.35%0.22%+40.0%+38.2%+54.7%+31.2%−24.6%41.2%$65.8B1.8

First Trust North American Energy Infrastructure FundThematic · Infrastructure0.95%2.80%+17.9%+19.8%+22.6%+15.6%−7.9%11.1%$4.3B1.9

iShares Global Infrastructure ETFThematic · Infrastructure0.37%2.91%+9.6%+11.5%+20.4%+10.0%−10.4%11.2%$10.9B2.4

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

End-of-day Nov 4, 2026 · returns include dividends · since: IGF 2007 · EMLP 2012 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

iShares Global Infrastructure ETF · $10.9B$16,114

IGF

EMLP

First Trust North American Energy Infrastructure Fund · $4.3B$20,628

$10,000 five years ago, dividends reinvested · they hold 23.7% in common

IGFMeasureEMLP

+9.6%Year to dateJan 1 → Nov 4+17.9%

+11.5%1 yearTotal return+19.8%

+20.4%3 years · per year$10,000 became $17,459 · $18,412+22.6%

+10.0%5 years · per year$10,000 became $16,114 · $20,628+15.6%

0.37%Expense ratio$37 · $95 a year on $10k · lower is better0.95%

2.91%Trailing 12-mo yield$291 · $280 a year on $10k2.80%

−10.4%Worst dropSmaller is better−7.9%

11.2%VolatilityLower is calmer11.1%

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

2–6EMLP wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IGF vs EMLP: Top 5 Holdings

Today

IGF

23.1%in top 5

EMLP

in top 527.8%

IGFStockEMLP

not top 5EPD8.9%

not top 5ET7.3%

5.0%TCL.AXnot top 5

5.0%AENA.MCnot top 5

4.8%NEEnot top 5

not top 5MPLX4.2%

4.2%PACnot top 5

4.1%IBE.MCnot top 5

not top 5KMI3.8%

not top 5PAGP3.7%

Held in common23.7%

End-of-day Nov 4, 2026 · share of each fund

IGF vs EMLP Returns, Every Period

iSharesIGF

+10.0%

5 years, per year

EMLPFirst Trust

+15.6%

5 years, per year

IGFEMLPFaded: behind in that period

0–4EMLP wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

IGF vs EMLP

YTD

iSharesIGF

+9.6%

EMLPFirst Trust

+17.9%

+9.6%Year to date+17.9%

−10.4%Worst drop · 1Y−7.9%

11.2%Volatility · 1Y11.1%

2.9%Yield2.8%

$10.9BAssets$4.3B

3–1EMLP wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IGF, EMLP, SMH

Today

0.35%lowest, SMH

FundExpense ratioFee$10k

SMH0.35%$35

IGF0.37%$37

EMLP0.95%$95

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: IGF, EMLP, SMH

2.91%highest, IGF

FundTrailing yieldYield$10k

IGF2.91%$291

EMLP2.80%$280

SMH0.22%$22

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$254most kept, IGF

IGF$291 − $37 = $254

EMLP$280 − $95 = $185

SMH$22 − $35 = −$13

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: IGF, EMLP, SMH

Today

23.7%most shared, IGF and EMLP

IGFEMLPSMH

IGF—23.7%0.0%

EMLP23.7%—0.0%

SMH0.0%0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+38.2%SMH, at 41.2% volatility

EMLPWorst drop−7.9%11.1% vol

IGFWorst drop−10.4%11.2% vol

SMHWorst drop−24.6%41.2% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

IGFSMH

+9.6%Year to date+40.0%

2.9%Yield0.2%

+11.5%Past year+38.2%

0.37%Fee0.35%

3–1SMH wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SOXX vs SMH

YTD

iSharesSOXX

+49.8%

SMHVanEck

+40.0%

+49.8%Year to date+40.0%

0.33% · $33Fee · on $10k a year0.35% · $35

$44.3BAssets$65.8B

2–0SOXX wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026