Compare · 4 funds side by side · dividends reinvested

IGF, EMLP, SMH and IGV

IGFiShares×EMLPFirst Trust×SMHVanEck×IGViShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$36,298SMH · best of the four

02 / 04

IGF, EMLP, SMH and IGV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VanEck Semiconductor ETFThematic · AI & semis0.35%0.23%+35.3%+39.3%+50.1%+29.4%−33.1%43.1%$60.7B1.9

First Trust North American Energy Infrastructure FundThematic · Infrastructure0.95%2.82%+17.2%+18.4%+20.7%+15.2%−7.9%11.3%$4.1B2.0

iShares Global Infrastructure ETFThematic · Infrastructure0.37%2.90%+10.0%+12.2%+18.8%+9.9%−10.4%11.5%$11.0B2.4

iShares Expanded Tech-Software Sector ETFThematic · Disruptive tech0.38%0.02%−4.0%−7.2%+13.6%+3.0%−33.2%32.9%$12.8B3.8

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: IGF 2007 · EMLP 2012 · SMH 2011 · IGV 2001

Head to Head

Swap sides Versus in desk

Head to Head

iShares Global Infrastructure ETF · $11.0B$16,009

IGF

EMLP

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

$10,000 five years ago, dividends reinvested · they hold 22.4% in common

IGFMeasureEMLP

+10.0%Year to dateJan 1 → Nov 9+17.2%

+12.2%1 yearTotal return+18.4%

+18.8%3 years · per year$10,000 became $16,775 · $17,569+20.7%

+9.9%5 years · per year$10,000 became $16,009 · $20,285+15.2%

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

2.90%Trailing 12-mo yield$290 · $282 a year on $10k2.82%

−10.4%Worst dropSmaller is better−7.9%

11.5%VolatilityLower is calmer11.3%

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

2–6EMLP wins

End-of-day Nov 9, 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

23.9%in top 5

EMLP

in top 527.8%

IGFStockEMLP

not top 5EPD9.0%

not top 5ET7.2%

5.1%AENA.MCnot top 5

5.1%TCL.AXnot top 5

5.0%NEEnot top 5

not top 5MPLX4.4%

4.4%PACnot top 5

4.2%IBE.MCnot top 5

not top 5PAGP3.5%

not top 5KMI3.5%

Held in common22.4%

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

IGF vs EMLP Returns, Every Period

iSharesIGF

+9.9%

5 years, per year

EMLPFirst Trust

+15.2%

5 years, per year

IGFEMLPFaded: behind in that period

0–4EMLP wins

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

IGF vs EMLP

YTD

iSharesIGF

+10.0%

EMLPFirst Trust

+17.2%

+10.0%Year to date+17.2%

−10.4%Worst drop · 1Y−7.9%

11.5%Volatility · 1Y11.3%

2.9%Yield2.8%

$11.0BAssets$4.1B

3–1EMLP wins

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

Cost, Income and Risk

Fees: IGF, EMLP, SMH, IGV

Today

0.35%lowest, SMH

FundExpense ratioFee$10k

SMH0.35%$35

IGF0.37%$37

IGV0.38%$38

EMLP0.95%$95

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

Yields: IGF, EMLP, SMH, IGV

2.90%highest, IGF

FundTrailing yieldYield$10k

IGF2.90%$290

EMLP2.82%$282

SMH0.23%$23

IGV0.02%$2

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

Income After Fees on $10,000

$253most kept, IGF

IGF$290 − $37 = $253

EMLP$282 − $95 = $187

SMH$23 − $35 = −$12

IGV$2 − $38 = −$36

KeptFee

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

Overlap: IGF, EMLP, SMH, IGV

Today

22.4%most shared, IGF and EMLP

IGFEMLPSMHIGV

IGF—22.4%0.0%0.0%

EMLP22.4%—0.0%0.0%

SMH0.0%0.0%—4.8%

IGV0.0%0.0%4.8%—

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

IGFWorst drop−10.4%11.5% vol

IGVWorst drop−33.2%32.9% 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

IGFSMH

+10.0%Year to date+35.3%

2.9%Yield0.2%

+12.2%Past year+39.3%

0.37%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

$37.5BAssets$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%

$122BAssets$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