Compare · 3 funds side by side · dividends reinvested

POWR, EMLP and SOXX

POWRiShares×EMLPFirst Trust×SOXXiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$30,376SOXX · best of the three

02 / 04

POWR, EMLP and SOXX, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Semiconductor ETFThematic · AI & semis0.33%0.28%+49.8%+46.5%+46.4%+24.9%−31.2%47.8%$44.3B1.8

First Trust North American Energy Infrastructure FundThematic · Infrastructure0.95%2.80%+17.9%+19.8%+22.6%+15.6%−7.9%11.1%$4.3B1.9

iShares U.S. Power Infrastructure ETFThematic · Infrastructure0.39%6.40%+6.6%+3.4%+5.1%+10.6%−13.8%18.3%$454M2.4

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: POWR 2012 · EMLP 2012 · SOXX 2001

Head to Head

Swap sides Versus in desk

Head to Head

iShares U.S. Power Infrastructure ETF · $454M$16,569

POWR

EMLP

First Trust North American Energy Infrastructure Fund · $4.3B$20,628

$10,000 five years ago, dividends reinvested · they hold 27.0% in common

POWRMeasureEMLP

+6.6%Year to dateJan 1 → Nov 4+17.9%

+3.4%1 yearTotal return+19.8%

+5.1%3 years · per year$10,000 became $11,616 · $18,412+22.6%

+10.6%5 years · per year$10,000 became $16,569 · $20,628+15.6%

0.39%Expense ratio$39 · $95 a year on $10k · lower is better0.95%

6.40%Trailing 12-mo yield$640 · $280 a year on $10k2.80%

−13.8%Worst dropSmaller is better−7.9%

18.3%VolatilityLower is calmer11.1%

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

2–6EMLP wins

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

More Ways to See the Pairs

POWR vs EMLP: Top 5 Holdings

Today

POWR

28.7%in top 5

EMLP

in top 527.8%

POWRStockEMLP

not top 5EPD8.9%

not top 5ET7.3%

6.3%PWRnot top 5

6.1%NEEnot top 5

5.8%GEVnot top 5

5.7%ETNnot top 5

4.7%EQTnot top 5

not top 5MPLX4.2%

not top 5KMI3.8%

not top 5PAGP3.7%

Held in common27.0%

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

POWR vs EMLP Returns, Every Period

iSharesPOWR

+10.6%

5 years, per year

EMLPFirst Trust

+15.6%

5 years, per year

POWREMLPFaded: behind in that period

0–4EMLP wins

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

POWR vs EMLP

YTD

iSharesPOWR

+6.6%

EMLPFirst Trust

+17.9%

+6.6%Year to date+17.9%

−13.8%Worst drop · 1Y−7.9%

18.3%Volatility · 1Y11.1%

6.4%Yield2.8%

$454MAssets$4.3B

3–1EMLP wins

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

Cost, Income and Risk

Fees: POWR, EMLP, SOXX

Today

0.33%lowest, SOXX

FundExpense ratioFee$10k

SOXX0.33%$33

POWR0.39%$39

EMLP0.95%$95

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

Yields: POWR, EMLP, SOXX

6.40%highest, POWR

FundTrailing yieldYield$10k

POWR6.40%$640

EMLP2.80%$280

SOXX0.28%$28

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

Income After Fees on $10,000

$601most kept, POWR

POWR$640 − $39 = $601

EMLP$280 − $95 = $185

SOXX$28 − $33 = −$5

KeptFee

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

Overlap: POWR, EMLP, SOXX

Today

27.0%most shared, POWR and EMLP

POWREMLPSOXX

POWR—27.0%0.0%

EMLP27.0%—0.0%

SOXX0.0%0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+46.5%SOXX, at 47.8% volatility

EMLPWorst drop−7.9%11.1% vol

POWRWorst drop−13.8%18.3% vol

SOXXWorst drop−31.2%47.8% vol

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

Paid More vs Made More

YTD

POWRSOXX

+6.6%Year to date+49.8%

6.4%Yield0.3%

+3.4%Past year+46.5%

0.39%Fee0.33%

3–1SOXX 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

$44.3BAssets$65.8B

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%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026