Compare · 4 funds side by side · dividends reinvested

REIX, EMLP, SOXX and SMH

REIXNY Life Investments×EMLPFirst Trust×SOXXiShares×SMHVanEck×

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

02 / 04

REIX, EMLP, SOXX and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Semiconductor ETFThematic · AI & semis0.33%0.28%+46.5%+48.5%+42.6%+23.3%−39.5%49.8%$37.5B2.0

VanEck Semiconductor ETFThematic · AI & semis0.35%0.23%+35.3%+39.3%+50.1%+29.4%−33.1%43.1%$60.7B2.0

First Trust North American Energy Infrastructure FundThematic · Infrastructure0.95%2.82%+17.2%+18.4%+20.7%+15.2%−7.9%11.3%$4.1B2.4

NYLIM CBRE Real Estate & Infrastructure ETFThematic · Infrastructure0.65%2.62%[…][…][…][…][…][…]$36M2.5

Rank among the four1st → 4thFee, 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: REIX 2023 · EMLP 2012 · SOXX 2001 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

NYLIM CBRE Real Estate & Infrastructure ETF · $36M[…]

REIX

EMLP

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

$10,000 five years ago, dividends reinvested · they hold 18.2% in common

REIXMeasureEMLP

[…]Year to dateJan 1 → Nov 9+17.2%

[…]1 yearTotal return+18.4%

[…]3 years · per year$10,000 became […] · $17,569+20.7%

[…]5 years · per year$10,000 became […] · $20,285+15.2%

0.65%Expense ratio$65 · $95 a year on $10k · lower is better0.95%

2.62%Trailing 12-mo yield$262 · $282 a year on $10k2.82%

[…]Worst dropSmaller is better−7.9%

[…]VolatilityLower is calmer11.3%

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

1–1Level

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

More Ways to See the Pairs

REIX vs EMLP: Top 5 Holdings

Today

REIX

17.3%in top 5

EMLP

in top 527.8%

REIXStockEMLP

not top 5EPD9.0%

not top 5ET7.2%

6.8%WELLnot top 5

not top 5MPLX4.4%

4.0%EQIXnot top 5

not top 5PAGP3.5%

not top 5KMI3.5%

2.6%WECnot top 5

2.0%AMTnot top 5

1.9%XELnot top 5

Held in common18.2%

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

REIX vs EMLP Returns, Every Period

NY Life InvestmentsREIX

[…]

past year

EMLPFirst Trust

+18.4%

past year

Returns […]

REIXEMLPFaded: behind in that period

0–0Level

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

REIX vs EMLP

YTD

NY Life InvestmentsREIX

[…]

EMLPFirst Trust

+17.2%

[…]Year to date+17.2%

[…]Worst drop · 1Y−7.9%

[…]Volatility · 1Y11.3%

2.6%Yield2.8%

$36.3MAssets$4.1B

1–0EMLP wins

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

Cost, Income and Risk

Fees: REIX, EMLP, SOXX, SMH

Today

0.33%lowest, SOXX

FundExpense ratioFee$10k

SOXX0.33%$33

SMH0.35%$35

REIX0.65%$65

EMLP0.95%$95

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

Yields: REIX, EMLP, SOXX, SMH

2.82%highest, EMLP

FundTrailing yieldYield$10k

EMLP2.82%$282

REIX2.62%$262

SOXX0.28%$28

SMH0.23%$23

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$197most kept, REIX

REIX$262 − $65 = $197

EMLP$282 − $95 = $187

SOXX$28 − $33 = −$5

SMH$23 − $35 = −$12

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: REIX, EMLP, SOXX, SMH

Today

69.6%most shared, SOXX and SMH

REIXEMLPSOXXSMH

REIX—18.2%0.0%0.0%

EMLP18.2%—0.0%0.0%

SOXX0.0%0.0%—69.6%

SMH0.0%0.0%69.6%—

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

Return vs Bumpiness: 4 ETFs

+48.5%SOXX, at 49.8% volatility

EMLPWorst drop−7.9%11.3% vol

SMHWorst drop−33.1%43.1% vol

SOXXWorst drop−39.5%49.8% vol

REIXWorst drop[…][…]

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

EMLPSOXX

+17.2%Year to date+46.5%

2.8%Yield0.3%

+18.4%Past year+48.5%

0.95%Fee0.33%

3–1SOXX wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026