EMLP vs SOXX

AEMLP

BSOXX

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$30,376SOXX · EMLP $20,628

Lowest cost0.33%SOXX · $33 on $10k

Most income2.80%EMLP · $280 on $10k

Smallest drop−7.9%EMLP · worst fall in 1Y

Held in common0.0%EMLP and SOXX

EMLP

SOXX

First Trust North American Energy Infrastructure Fund · $4.2BiShares Semiconductor ETF · $42.6B

+22.6%3 years · per year$18,412 · $31,353+46.4%

+15.6%5 years · per year$20,628 · $30,376+24.9%

0.95%Expense ratio$95 · $33 on $10k · lower wins0.33%

2.80%12-mo yield$280 · $28 on $10k0.28%

−7.9%Worst dropSmaller wins−31.2%

11.1%VolatilityLower wins47.8%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsEMLP · SOXX

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BSOXX	iShares Semiconductor ETFRead Desk		0.33%	0.28%	−3.1%	+49.8%	+46.5%	+46.4%	+24.9%	−31.2%	$42.6B
2	AEMLP	First Trust North American Energy Infrastructure FundRead Desk		0.95%	2.80%	−1.1%	+17.9%	+19.8%	+22.6%	+15.6%	−7.9%	$4.2B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSOXX	iShares Semiconductor ETFRead Desk		0.33%	0.28%	−3.1%	+49.8%	+46.5%	+46.4%	+24.9%	−31.2%	$42.6B
2	AEMLP	First Trust North American Energy Infrastructure FundRead Desk		0.95%	2.80%	−1.1%	+17.9%	+19.8%	+22.6%	+15.6%	−7.9%	$4.2B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

EMLP vs SOXX

EMLP

First Trust North American Energy Infrastructure Fund

$20,628

SOXX

iShares Semiconductor

$30,376

MeasureEMLPSOXX

Fee0.95%0.33%

Cost on $10k a year$95$33

Yield2.80%0.28%

5 years, per year+15.6%+24.9%

3 years, per year+22.6%+46.4%

Worst drop · 1Y−7.9%−31.2%

Volatility · 1Y11.1%47.8%

3–3measures won
level

0.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

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

$42.6BAssets$65.4B

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%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: EMLP, SOXX

Today

0.0%most shared, EMLP and SOXX

EMLPSOXX

EMLP—0.0%

SOXX0.0%—

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

Income After Fees on $10,000

$185most kept, EMLP

EMLP$280 − $95 = $185

SOXX$28 − $33 = −$5

KeptFee

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