Compare · 4 funds side by side · dividends reinvested

XLE, EMLP, VGT and SMH

XLESPDR×EMLPFirst Trust×VGTVanguard×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

XLE, EMLP, VGT and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.46%+41.3%+44.3%+15.9%+20.4%−15.0%23.3%$40.5B1.9

First Trust North American Energy Infrastructure FundThematic · Infrastructure0.95%2.82%+17.2%+18.4%+20.7%+15.2%−7.9%11.3%$4.1B2.6

VanEck Semiconductor ETFThematic · AI & semis0.35%0.23%+35.3%+39.3%+50.1%+29.4%−33.1%43.1%$60.7B2.6

Vanguard Information Technology ETFSectors · Technology0.09%0.42%+19.3%+18.0%+29.2%+16.3%−17.5%26.6%$155B2.9

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: XLE 1998 · EMLP 2012 · VGT 2004 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

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

EMLP

SMH

VanEck Semiconductor ETF · $60.7B$36,298

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

EMLPMeasureSMH

+17.2%Year to dateJan 1 → Nov 9+35.3%

+18.4%1 yearTotal return+39.3%

+20.7%3 years · per year$10,000 became $17,569 · $33,815+50.1%

+15.2%5 years · per year$10,000 became $20,285 · $36,298+29.4%

0.95%Expense ratio$95 · $35 a year on $10k · lower is better0.35%

2.82%Trailing 12-mo yield$282 · $23 a year on $10k0.23%

−7.9%Worst dropSmaller is better−33.1%

11.3%VolatilityLower is calmer43.1%

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

3–5SMH wins

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

More Ways to See the Pairs

EMLP vs SMH: Top 5 Holdings

Today

EMLP

27.8%in top 5

SMH

in top 547.7%

EMLPStockSMH

not top 5NVDA20.7%

not top 5TSM10.0%

9.0%EPDnot top 5

7.2%ETnot top 5

not top 5TXN5.9%

not top 5AVGO5.7%

not top 5AMD5.4%

4.4%MPLXnot top 5

3.5%PAGPnot top 5

3.5%KMInot top 5

Held in common0.0%

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

EMLP vs SMH Returns, Every Period

First TrustEMLP

+15.2%

5 years, per year

SMHVanEck

+29.4%

5 years, per year

EMLPSMHFaded: behind in that period

0–4SMH wins

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

Thematic vs Sector: EMLP vs XLE

YTD

First TrustEMLP

+17.2%

XLESPDR

+41.3%

+17.2%Year to date+41.3%

−7.9%Worst drop · 1Y−15.0%

11.3%Volatility · 1Y23.3%

2.8%Yield2.5%

$4.1BAssets$40.5B

3–1EMLP wins

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

Cost, Income and Risk

Fees: XLE, EMLP, VGT, SMH

Today

0.08%lowest, XLE

FundExpense ratioFee$10k

XLE0.08%$8

VGT0.09%$9

SMH0.35%$35

EMLP0.95%$95

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

Yields: XLE, EMLP, VGT, SMH

2.82%highest, EMLP

FundTrailing yieldYield$10k

EMLP2.82%$282

XLE2.46%$246

VGT0.42%$42

SMH0.23%$23

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

Income After Fees on $10,000

$238most kept, XLE

XLE$246 − $8 = $238

EMLP$282 − $95 = $187

VGT$42 − $9 = $33

SMH$23 − $35 = −$12

KeptFee

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

Overlap: XLE, EMLP, VGT, SMH

Today

41.0%most shared, VGT and SMH

XLEEMLPVGTSMH

XLE—6.9%0.0%0.0%

EMLP6.9%—0.0%0.0%

VGT0.0%0.0%—41.0%

SMH0.0%0.0%41.0%—

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

Return vs Bumpiness: 4 ETFs

+44.3%XLE, at 23.3% volatility

EMLPWorst drop−7.9%11.3% vol

XLEWorst drop−15.0%23.3% vol

VGTWorst drop−17.5%26.6% vol

SMHWorst drop−33.1%43.1% vol

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

Paid More vs Made More

YTD

EMLPXLE

+17.2%Year to date+41.3%

2.8%Yield2.5%

+18.4%Past year+44.3%

0.95%Fee0.08%

3–1XLE wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SOXX vs SMH

YTD

iSharesSOXX

+46.5%

SMHVanEck

+35.3%

+46.5%Year to date+35.3%

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

$37.5BAssets$60.7B

2–0SOXX wins

End-of-day Nov 9, 2026

XLK vs VGT

YTD

SPDRXLK

+19.1%

VGTVanguard

+19.3%

+19.1%Year to date+19.3%

0.08% · $8Fee · on $10k a year0.09% · $9

$110BAssets$155B

1–1level

End-of-day Nov 9, 2026

XLE vs VDE

YTD

SPDRXLE

+41.3%

VDEVanguard

+39.4%

+41.3%Year to date+39.4%

2.5%Yield2.4%

$40.5BAssets$10.4B

2–0XLE wins

End-of-day Nov 9, 2026