Compare · 3 funds side by side · dividends reinvested

IGV, EMLP and SMH

IGViShares×EMLPFirst Trust×SMHVanEck×

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

02 / 04

IGV, EMLP and SMH, 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%$60.7B1.5

First Trust North American Energy Infrastructure FundThematic · Infrastructure0.95%2.82%+17.2%+18.4%+20.7%+15.2%−7.9%11.3%$4.1B1.8

iShares Expanded Tech-Software Sector ETFThematic · Disruptive tech0.38%0.02%−4.0%−7.2%+13.6%+3.0%−33.2%32.9%$12.4B2.8

Rank among the three1st → 3rdFee, 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: IGV 2001 · EMLP 2012 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

iShares Expanded Tech-Software Sector ETF · $12.4B$11,584

IGV

EMLP

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

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

IGVMeasureEMLP

−4.0%Year to dateJan 1 → Nov 9+17.2%

−7.2%1 yearTotal return+18.4%

+13.6%3 years · per year$10,000 became $14,660 · $17,569+20.7%

+3.0%5 years · per year$10,000 became $11,584 · $20,285+15.2%

0.38%Expense ratio$38 · $95 a year on $10k · lower is better0.95%

0.02%Trailing 12-mo yield$2 · $282 a year on $10k2.82%

−33.2%Worst dropSmaller is better−7.9%

32.9%VolatilityLower is calmer11.3%

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

1–7EMLP wins

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

More Ways to See the Pairs

IGV vs EMLP: Top 5 Holdings

Today

IGV

40.6%in top 5

EMLP

in top 527.8%

IGVStockEMLP

9.4%MSFTnot top 5

not top 5EPD9.0%

8.2%PLTRnot top 5

8.1%PANWnot top 5

7.8%CRWDnot top 5

not top 5ET7.2%

7.1%ORCLnot top 5

not top 5MPLX4.4%

not top 5PAGP3.5%

not top 5KMI3.5%

Held in common0.0%

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

IGV vs EMLP Returns, Every Period

iSharesIGV

+3.0%

5 years, per year

EMLPFirst Trust

+15.2%

5 years, per year

IGVEMLPFaded: behind in that period

0–4EMLP wins

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

IGV vs EMLP

YTD

iSharesIGV

−4.0%

EMLPFirst Trust

+17.2%

−4.0%Year to date+17.2%

−33.2%Worst drop · 1Y−7.9%

32.9%Volatility · 1Y11.3%

0.0%Yield2.8%

$12.4BAssets$4.1B

4–0EMLP wins

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

Cost, Income and Risk

Fees: IGV, EMLP, SMH

Today

0.35%lowest, SMH

FundExpense ratioFee$10k

SMH0.35%$35

IGV0.38%$38

EMLP0.95%$95

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

Yields: IGV, EMLP, SMH

2.82%highest, EMLP

FundTrailing yieldYield$10k

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

$187most kept, EMLP

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: IGV, EMLP, SMH

Today

4.8%most shared, IGV and SMH

IGVEMLPSMH

IGV—0.0%4.8%

EMLP0.0%—0.0%

SMH4.8%0.0%—

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

Return vs Bumpiness: 3 ETFs

+39.3%SMH, at 43.1% volatility

EMLPWorst drop−7.9%11.3% 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

EMLPSMH

+17.2%Year to date+35.3%

2.8%Yield0.2%

+18.4%Past year+39.3%

0.95%Fee0.35%

3–1SMH wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

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