Compare · 3 funds side by side · dividends reinvested

MLPB, EMLP and SMH

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$34,950SMH · best of the three

02 / 04

MLPB, EMLP and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VanEck Semiconductor ETFThematic · AI & semis0.35%0.24%+28.8%+29.5%+48.9%+28.4%−33.1%42.9%$60.7B1.8

ETRACS Alerian MLP Infrastructure Index ETN Series BThematic · Infrastructure0.85%6.36%+15.6%+19.0%+16.8%+18.8%−12.5%15.1%$210M2.1

First Trust North American Energy Infrastructure FundThematic · Infrastructure0.95%2.85%+16.1%+17.7%+21.4%+15.3%−7.9%11.2%$4.2B2.1

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

End-of-day Nov 6, 2026 · returns include dividends · since: MLPB 2015 · EMLP 2012 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

VanEck Semiconductor ETF · $60.7B$34,950

SMH

EMLP

First Trust North American Energy Infrastructure Fund · $4.2B$20,336

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

SMHMeasureEMLP

+28.8%Year to dateJan 1 → Nov 6+16.1%

+29.5%1 yearTotal return+17.7%

+48.9%3 years · per year$10,000 became $33,022 · $17,913+21.4%

+28.4%5 years · per year$10,000 became $34,950 · $20,336+15.3%

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

0.24%Trailing 12-mo yield$24 · $285 a year on $10k2.85%

−33.1%Worst dropSmaller is better−7.9%

42.9%VolatilityLower is calmer11.2%

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

5–3SMH wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SMH vs EMLP: Top 5 Holdings

Today

SMH

47.8%in top 5

EMLP

in top 527.6%

SMHStockEMLP

21.0%NVDAnot top 5

9.8%TSMnot top 5

not top 5EPD8.9%

not top 5ET7.1%

6.2%TXNnot top 5

5.9%AVGOnot top 5

5.0%ADInot top 5

not top 5MPLX4.4%

not top 5PAGP3.6%

not top 5KMI3.5%

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

SMH vs EMLP Returns, Every Period

VanEckSMH

+28.4%

5 years, per year

EMLPFirst Trust

+15.3%

5 years, per year

SMHEMLPFaded: behind in that period

4–0SMH wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

SMH vs MLPB

YTD

VanEckSMH

+28.8%

MLPBETRACS

+15.6%

+28.8%Year to date+15.6%

−33.1%Worst drop · 1Y−12.5%

42.9%Volatility · 1Y15.1%

0.2%Yield6.4%

$60.7BAssets$210M

3–1MLPB wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: MLPB, EMLP, SMH

Today

0.35%lowest, SMH

FundExpense ratioFee$10k

SMH0.35%$35

MLPB0.85%$85

EMLP0.95%$95

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: MLPB, EMLP, SMH

6.36%highest, MLPB

FundTrailing yieldYield$10k

MLPB6.36%$636

EMLP2.85%$285

SMH0.24%$24

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$551most kept, MLPB

MLPB$636 − $85 = $551

EMLP$285 − $95 = $190

SMH$24 − $35 = −$11

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: MLPB, EMLP, SMH

Today

0.0%most shared, EMLP and SMH

MLPBEMLPSMH

MLPB—[…][…]

EMLP[…]—0.0%

SMH[…]0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+29.5%SMH, at 42.9% volatility

EMLPWorst drop−7.9%11.2% vol

MLPBWorst drop−12.5%15.1% vol

SMHWorst drop−33.1%42.9% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

MLPBSMH

+15.6%Year to date+28.8%

6.4%Yield0.2%

+19.0%Past year+29.5%

0.85%Fee0.35%

3–1SMH wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SOXX vs SMH

YTD

iSharesSOXX

+36.2%

SMHVanEck

+28.8%

+36.2%Year to date+28.8%

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

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026