EMLP vs SOXX

AEMLP

BSOXX

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$36,298SMH · SOXX $28,442

Lowest cost0.33%SOXX · $33 on $10k

Most income2.82%EMLP · $282 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 · $4.1BiShares Semiconductor ETF · $39.1B

+20.7%3 years · per year$17,569 · $29,015+42.6%

+15.2%5 years · per year$20,285 · $28,442+23.3%

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

2.82%12-mo yield$282 · $71 on $10k0.71%

−7.9%Worst dropSmaller wins−39.5%

11.3%VolatilityLower wins49.8%

3–3Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsEMLP · SOXX

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

Held in common0.0%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	BSOXX	iShares Semiconductor ETFRead Desk	0.33%	0.71%	+7.5%	+46.5%	+48.5%	+42.6%	+23.3%	−39.5%	$39.1B
3	AEMLP	First Trust North American Energy Infrastructure FundRead Desk	0.95%	2.82%	+1.0%	+17.2%	+18.4%	+20.7%	+15.2%	−7.9%	$4.1B
4	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+6.3%	new	new	new	new	[…]	$14.7B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	BSOXX	iShares Semiconductor ETFRead Desk	0.33%	0.71%	+7.5%	+46.5%	+48.5%	+42.6%	+23.3%	−39.5%	$39.1B
3	AEMLP	First Trust North American Energy Infrastructure FundRead Desk	0.95%	2.82%	+1.0%	+17.2%	+18.4%	+20.7%	+15.2%	−7.9%	$4.1B
4	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+6.3%	new	new	new	new	[…]	$14.7B

End-of-day Nov 9, 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

$20,285

SOXX

iShares Semiconductor

$28,442

MeasureEMLPSOXX

Fee0.95%0.33%

Cost on $10k a year$95$33

Yield2.82%0.71%

5 years, per year+15.2%+23.3%

3 years, per year+20.7%+42.6%

Worst drop · 1Y−7.9%−39.5%

Volatility · 1Y11.3%49.8%

3–3measures won
level

0.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$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

Overlap: EMLP, SOXX, SMH, DRAM

Today

69.6%most shared, SOXX and SMH

EMLPSOXXSMHDRAM

EMLP—0.0%0.0%0.0%

SOXX0.0%—69.6%3.1%

SMH0.0%69.6%—3.1%

DRAM0.0%3.1%3.1%—

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

Income After Fees on $10,000

$187most kept, EMLP

EMLP$282 − $95 = $187

SOXX$71 − $33 = $38

SMH$23 − $35 = −$12

DRAM$0 − $65 = −$65

KeptFee

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