EMLP vs UTES

AEMLP

BUTES

Measures won4–2EMLP wins · of 6 · 5Y

$10,000 · 5Y$38,820SMH · EMLP $20,628

Lowest cost0.35%SMH · $35 on $10k

Most income2.80%EMLP · $280 on $10k

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

Held in common20.5%EMLP and UTES

EMLP

UTES

First Trust North American Energy Infrastructure Fund · $4.3BVirtus Reaves Utilities ETF · $1.2B

+22.6%3 years · per year$18,412 · $18,797+23.4%

+15.6%5 years · per year$20,628 · $18,717+13.4%

0.95%Expense ratio$95 · $49 on $10k · lower wins0.49%

2.80%12-mo yield$280 · $164 on $10k1.64%

−7.9%Worst dropSmaller wins−17.6%

11.1%VolatilityLower wins22.5%

4–2EMLP wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsEMLP · UTES

2.4%ETR4.8%

2.1%CMS3.5%

2.0%AEP4.8%

1.8%XEL7.2%

Held in common20.5%

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

All Three

5Y3 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.22%	−2.7%	+40.0%	+38.2%	+54.7%	+31.2%	−24.6%	$65.8B
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%	$4.3B
3	BUTES	Virtus Reaves Utilities ETFRead Desk	0.49%	1.64%	−2.7%	−4.2%	−9.9%	+23.4%	+13.4%	−17.6%	$1.2B

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

All Three

5Y3 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.22%	−2.7%	+40.0%	+38.2%	+54.7%	+31.2%	−24.6%	$65.8B
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%	$4.3B
3	BUTES	Virtus Reaves Utilities ETFRead Desk	0.49%	1.64%	−2.7%	−4.2%	−9.9%	+23.4%	+13.4%	−17.6%	$1.2B

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 UTES

EMLP

First Trust North American Energy Infrastructure Fund

$20,628

UTES

Virtus Reaves Utilities

$18,718

MeasureEMLPUTES

Fee0.95%0.49%

Cost on $10k a year$95$49

Yield2.80%1.64%

5 years, per year+15.6%+13.4%

3 years, per year+22.6%+23.4%

Worst drop · 1Y−7.9%−17.6%

Volatility · 1Y11.1%22.5%

4–2measures won
EMLP first

20.5%

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

$44.3BAssets$65.8B

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%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: EMLP, UTES, SMH

Today

20.5%most shared, EMLP and UTES

EMLPUTESSMH

EMLP—20.5%0.0%

UTES20.5%—0.0%

SMH0.0%0.0%—

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

UTES$164 − $49 = $115

SMH$22 − $35 = −$13

KeptFee

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