Compare · 4 funds side by side · dividends reinvested

UTES, EMLP, SMH and XLF

UTESVirtus×EMLPFirst Trust×SMHVanEck×XLFSPDR×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$35,624SMH · best of the four

Story of the four · IncomeMost incomeEMLP · 2.81% · $281 a year on $10k

Story of the four · RiskSmallest drop

UTES, EMLP, SMH and XLF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust North American Energy Infrastructure FundThematic · Infrastructure0.95%2.81%+17.6%+17.7%+20.8%+15.4%−7.9%11.2%$4.1B2.1

VanEck Semiconductor ETFThematic · AI & semis0.35%0.23%+34.3%+39.4%+48.6%+28.9%−33.1%43.1%$60.7B2.3

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.42%+7.7%+12.2%+21.8%+9.5%−14.8%15.3%$53.4B2.6

Virtus Reaves Utilities ETFSectors · Utilities0.49%1.59%−1.0%−6.1%+23.2%+13.8%−17.6%22.8%$1.1B3.0

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

End-of-day Nov 10, 2026 · returns include dividends · since: UTES 2015 · EMLP 2012 · SMH 2011 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Virtus Reaves Utilities ETF · $1.1B$19,094

UTES

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UTES vs EMLP: Top 5 Holdings

Today

UTES

46.2%in top 5

EMLP

in top 527.8%

UTESStockEMLP

11.7%CEGnot top 5

11.7%TLNnot top 5

9.0%VSTnot top 5

not top 5EPD8.9%

not top 5ET7.3%

Cost, Income and Risk

Fees: UTES, EMLP, SMH, XLF

Today

0.08%lowest, XLF

FundExpense ratioFee$10k

XLF0.08%$8

SMH0.35%$35

UTES0.49%$49

EMLP0.95%$95

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

Popular Pairs Near These Four

SOXX vs SMH

YTD

iSharesSOXX

+46.3%

SMHVanEck

+34.3%

+46.3%Year to date+34.3%

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

$37.5BAssets$60.7B

2–0SOXX wins

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

EMLP

First Trust North American Energy Infrastructure Fund · $4.1B$20,465

$10,000 five years ago, dividends reinvested · they hold 20.3% in common

UTESMeasureEMLP

−1.0%Year to dateJan 1 → Nov 10+17.6%

−6.1%1 yearTotal return+17.7%

+23.2%3 years · per year$10,000 became $18,687 · $17,619+20.8%

+13.8%5 years · per year$10,000 became $19,094 · $20,465+15.4%

0.49%Expense ratio$49 · $95 a year on $10k · lower is better0.95%

1.59%Trailing 12-mo yield$159 · $281 a year on $10k2.81%

−17.6%Worst dropSmaller is better−7.9%

22.8%VolatilityLower is calmer11.2%

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

2–6EMLP wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

7.3%XELnot top 5

6.5%CNPnot top 5

not top 5MPLX4.5%

not top 5KMI3.6%

not top 5PAGP3.5%

Held in common20.3%

End-of-day Nov 10, 2026 · share of each fund

UTES vs EMLP Returns, Every Period

5Y

VirtusUTES

+13.8%

5 years, per year

EMLPFirst Trust

+15.4%

5 years, per year

UTESEMLPFaded: behind in that period

1–3EMLP wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Sector vs Thematic: UTES vs EMLP

YTD

VirtusUTES

−1.0%

EMLPFirst Trust

+17.6%

−1.0%Year to date+17.6%

−17.6%Worst drop · 1Y−7.9%

22.8%Volatility · 1Y11.2%

1.6%Yield2.8%

$1.1BAssets$4.1B

4–0EMLP wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

Yields: UTES, EMLP, SMH, XLF

1Y

2.81%highest, EMLP

FundTrailing yieldYield$10k

EMLP2.81%$281

UTES1.59%$159

XLF1.42%$142

SMH0.23%$23

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$186most kept, EMLP

EMLP$281 − $95 = $186

XLF$142 − $8 = $134

UTES$159 − $49 = $110

SMH$23 − $35 = −$12

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: UTES, EMLP, SMH, XLF

Today

20.3%most shared, UTES and EMLP

UTESEMLPSMHXLF

UTES—20.3%0.0%0.0%

EMLP20.3%—0.0%0.0%

SMH0.0%0.0%—0.0%

XLF0.0%0.0%0.0%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+39.4%SMH, at 43.1% volatility

EMLPWorst drop−7.9%11.2% vol

XLFWorst drop−14.8%15.3% vol

UTESWorst drop−17.6%22.8% vol

SMHWorst drop−33.1%43.1% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

EMLPSMH

+17.6%Year to date+34.3%

2.8%Yield0.2%

+17.7%Past year+39.4%

0.95%Fee0.35%

3–1SMH wins

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

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UTES, EMLP, SMH and XLF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four