Compare · 3 funds side by side · dividends reinvested

KWH, EMLP and SMH

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

02 / 04

KWH, 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%$65.4B1.4

First Trust North American Energy Infrastructure FundThematic · Infrastructure0.95%2.80%+17.9%+19.8%+22.6%+15.6%−7.9%11.1%$4.2B1.8

GMO Power Infrastructure ETFThematic · Infrastructure0.60%0.00%[…][…][…][…][…][…]$54M2.5

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: KWH 2026 · EMLP 2012 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

GMO Power Infrastructure ETF · $54M[…]

KWH

EMLP

First Trust North American Energy Infrastructure Fund · $4.2B$20,628

$10,000 five years ago, dividends reinvested · they hold 19.8% in common

KWHMeasureEMLP

[…]Year to dateJan 1 → Nov 4+17.9%

[…]1 yearTotal return+19.8%

[…]3 years · per year$10,000 became […] · $18,412+22.6%

[…]5 years · per year$10,000 became […] · $20,628+15.6%

0.60%Expense ratio$60 · $95 a year on $10k · lower is better0.95%

0.00%Trailing 12-mo yield$0 · $280 a year on $10k2.80%

[…]Worst dropSmaller is better−7.9%

[…]VolatilityLower is calmer11.1%

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

1–1Level

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

More Ways to See the Pairs

KWH vs EMLP: Top 5 Holdings

Today

KWH

15.5%in top 5

EMLP

in top 527.8%

KWHStockEMLP

not top 5EPD8.9%

not top 5ET7.3%

not top 5MPLX4.2%

4.1%SUnot top 5

not top 5KMI3.8%

not top 5PAGP3.7%

3.3%ETNnot top 5

2.7%NEEnot top 5

2.7%NGGnot top 5

2.6%TTnot top 5

Held in common19.8%

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

KWH vs EMLP Returns, Every Period

GMOKWH

[…]

past year

EMLPFirst Trust

+19.8%

past year

Returns […]

KWHEMLPFaded: behind in that period

0–0Level

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

KWH vs EMLP

YTD

GMOKWH

[…]

EMLPFirst Trust

+17.9%

[…]Year to date+17.9%

[…]Worst drop · 1Y−7.9%

[…]Volatility · 1Y11.1%

0.0%Yield2.8%

$54.0MAssets$4.2B

1–0EMLP wins

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

Cost, Income and Risk

Fees: KWH, EMLP, SMH

Today

0.35%lowest, SMH

FundExpense ratioFee$10k

SMH0.35%$35

KWH0.60%$60

EMLP0.95%$95

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

Yields: KWH, EMLP, SMH

2.80%highest, EMLP

FundTrailing yieldYield$10k

EMLP2.80%$280

SMH0.22%$22

KWH0.00%$0

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

Income After Fees on $10,000

$185most kept, EMLP

EMLP$280 − $95 = $185

SMH$22 − $35 = −$13

KWH$0 − $60 = −$60

KeptFee

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

Overlap: KWH, EMLP, SMH

Today

19.8%most shared, KWH and EMLP

KWHEMLPSMH

KWH—19.8%0.0%

EMLP19.8%—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

SMHWorst drop−24.6%41.2% vol

KWHWorst drop[…][…]

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

Paid More vs Made More

YTD

EMLPSMH

+17.9%Year to date+40.0%

2.8%Yield0.2%

+19.8%Past year+38.2%

0.95%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

$42.6BAssets$65.4B

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%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026