Compare · 4 funds side by side · dividends reinvested

PIPE, EMLP, SOXX and SMH

PIPEInvesco×EMLPFirst Trust×SOXXiShares×SMHVanEck×

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

02 / 04

PIPE, EMLP, SOXX and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Semiconductor ETFThematic · AI & semis0.33%0.76%+36.2%+34.5%+40.3%+21.9%−39.5%49.4%$37.6B2.3

VanEck Semiconductor ETFThematic · AI & semis0.35%0.24%+28.8%+29.5%+48.9%+28.4%−33.1%42.9%$57.7B2.3

Invesco SteelPath MLP & Energy Infrastructure ETFThematic · Infrastructure0.75%4.18%+19.1%+25.4%[…][…]−10.7%17.3%$62M2.3

First Trust North American Energy Infrastructure FundThematic · Infrastructure0.95%2.85%+16.1%+17.7%+21.4%+15.3%−7.9%11.2%$4.2B2.8

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: PIPE 2025 · EMLP 2012 · SOXX 2001 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

Invesco SteelPath MLP & Energy Infrastructure ETF · $62M[…]

PIPE

EMLP

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

$10,000 five years ago, dividends reinvested · they hold 28.1% in common

PIPEMeasureEMLP

+19.1%Year to dateJan 1 → Nov 6+16.1%

+25.4%1 yearTotal return+17.7%

[…]3 years · per year$10,000 became […] · $17,913+21.4%

[…]5 years · per year$10,000 became […] · $20,336+15.3%

0.75%Expense ratio$75 · $95 a year on $10k · lower is better0.95%

4.18%Trailing 12-mo yield$418 · $285 a year on $10k2.85%

−10.7%Worst dropSmaller is better−7.9%

17.3%VolatilityLower is calmer11.2%

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

4–2PIPE wins

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

More Ways to See the Pairs

PIPE vs EMLP: Top 5 Holdings

Today

PIPE

32.9%in top 5

EMLP

in top 527.6%

PIPEStockEMLP

not top 5EPD8.9%

8.7%TRGPnot top 5

not top 5ET7.1%

6.9%PAGP3.6%

6.1%TRPnot top 5

6.0%WMBnot top 5

5.3%LNGnot top 5

not top 5MPLX4.4%

not top 5KMI3.5%

Held in common28.1%

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

PIPE vs EMLP Returns, Every Period

InvescoPIPE

+25.4%

past year

EMLPFirst Trust

+17.7%

past year

PIPEEMLPFaded: behind in that period

2–0PIPE wins

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

PIPE vs EMLP

YTD

InvescoPIPE

+19.1%

EMLPFirst Trust

+16.1%

+19.1%Year to date+16.1%

−10.7%Worst drop · 1Y−7.9%

17.3%Volatility · 1Y11.2%

4.2%Yield2.8%

$62.5MAssets$4.2B

2–2level

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

Cost, Income and Risk

Fees: PIPE, EMLP, SOXX, SMH

Today

0.33%lowest, SOXX

FundExpense ratioFee$10k

SOXX0.33%$33

SMH0.35%$35

PIPE0.75%$75

EMLP0.95%$95

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

Yields: PIPE, EMLP, SOXX, SMH

4.18%highest, PIPE

FundTrailing yieldYield$10k

PIPE4.18%$418

EMLP2.85%$285

SOXX0.76%$76

SMH0.24%$24

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

Income After Fees on $10,000

$343most kept, PIPE

PIPE$418 − $75 = $343

EMLP$285 − $95 = $190

SOXX$76 − $33 = $43

SMH$24 − $35 = −$11

KeptFee

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

Overlap: PIPE, EMLP, SOXX, SMH

Today

69.6%most shared, SOXX and SMH

PIPEEMLPSOXXSMH

PIPE—28.1%0.0%0.0%

EMLP28.1%—0.0%0.0%

SOXX0.0%0.0%—69.6%

SMH0.0%0.0%69.6%—

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

Return vs Bumpiness: 4 ETFs

+34.5%SOXX, at 49.4% volatility

EMLPWorst drop−7.9%11.2% vol

PIPEWorst drop−10.7%17.3% vol

SMHWorst drop−33.1%42.9% vol

SOXXWorst drop−39.5%49.4% vol

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

Paid More vs Made More

YTD

PIPESOXX

+19.1%Year to date+36.2%

4.2%Yield0.8%

+25.4%Past year+34.5%

0.75%Fee0.33%

3–1SOXX wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026