Compare · 4 funds side by side · dividends reinvested

UTES, EMLP, XLE and SMH

UTESVirtus×EMLPFirst Trust×XLESPDR×SMHVanEck×

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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, XLE and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.45%+41.9%+42.9%+16.4%+20.7%−15.0%23.3%$40.7B2.0

First Trust North American Energy Infrastructure FundThematic · Infrastructure0.95%2.81%+17.6%+17.7%+20.8%+15.4%−7.9%11.2%$4.2B2.4

VanEck Semiconductor ETFThematic · AI & semis0.35%0.23%+34.3%+39.4%+48.6%+28.9%−33.1%43.1%$63.5B2.5

Virtus Reaves Utilities ETFSectors · Utilities0.49%1.59%−1.0%−6.1%+23.2%+13.8%−17.6%22.8%$1.1B3.1

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 · XLE 1998 · SMH 2011

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 SMH: Top 5 Holdings

Today

UTES

46.2%in top 5

SMH

in top 546.4%

UTESStockSMH

not top 5NVDA18.9%

11.7%CEGnot top 5

11.7%TLNnot top 5

not top 5TSM9.8%

9.0%VSTnot top 5

Cost, Income and Risk

Fees: UTES, EMLP, XLE, SMH

Today

0.08%lowest, XLE

FundExpense ratioFee$10k

XLE0.08%$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

$41.4BAssets$63.5B

2–0SOXX wins

End-of-day Nov 10, 2026

XLE vs VDE

YTD

SPDRXLE

+41.9%

VDEVanguard

+40.0%

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

SMH

VanEck Semiconductor ETF · $63.5B$35,624

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

UTESMeasureSMH

−1.0%Year to dateJan 1 → Nov 10+34.3%

−6.1%1 yearTotal return+39.4%

+23.2%3 years · per year$10,000 became $18,687 · $32,788+48.6%

+13.8%5 years · per year$10,000 became $19,094 · $35,624+28.9%

0.49%Expense ratio$49 · $35 a year on $10k · lower is better0.35%

1.59%Trailing 12-mo yield$159 · $23 a year on $10k0.23%

−17.6%Worst dropSmaller is better−33.1%

22.8%VolatilityLower is calmer43.1%

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

3–5SMH 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 5TXN6.0%

not top 5AVGO5.9%

not top 5AMD5.8%

Held in common0.0%

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

UTES vs SMH Returns, Every Period

5Y

VirtusUTES

+13.8%

5 years, per year

SMHVanEck

+28.9%

5 years, per year

UTESSMHFaded: behind in that period

0–4SMH 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$4.2B

4–0EMLP wins

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

Yields: UTES, EMLP, XLE, SMH

1Y

2.81%highest, EMLP

FundTrailing yieldYield$10k

EMLP2.81%$281

XLE2.45%$245

UTES1.59%$159

SMH0.23%$23

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

Income After Fees on $10,000

1Y

$237most kept, XLE

XLE$245 − $8 = $237

EMLP$281 − $95 = $186

UTES$159 − $49 = $110

SMH$23 − $35 = −$12

KeptFee

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

Overlap: UTES, EMLP, XLE, SMH

Today

20.3%most shared, UTES and EMLP

UTESEMLPXLESMH

UTES—20.3%0.0%0.0%

EMLP20.3%—7.0%0.0%

XLE0.0%7.0%—0.0%

SMH0.0%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

+42.9%XLE, at 23.3% volatility

EMLPWorst drop−7.9%11.2% vol

UTESWorst drop−17.6%22.8% vol

XLEWorst drop−15.0%23.3% 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

EMLPXLE

+17.6%Year to date+41.9%

2.8%Yield2.4%

+17.7%Past year+42.9%

0.95%Fee0.08%

3–1XLE wins

End-of-day Nov 10, 2026

+41.9%Year to date+40.0%

2.4%Yield2.4%

$40.7BAssets$10.4B

1–0XLE wins

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

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UTES, EMLP, XLE and SMH

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four