EMLP vs XLE

AEMLP

BXLE

Measures won4–2EMLP wins · of 6 · 5Y

$10,000 · 5Y$38,820SMH · XLE $26,379

Lowest cost0.08%XLE · $8 on $10k

Most income2.80%EMLP · $280 on $10k

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

Held in common7.2%EMLP and XLE

EMLP

XLE

First Trust North American Energy Infrastructure Fund · $4.2BState Street Energy Select Sector SPDR ETF · $44.1B

+22.6%3 years · per year$18,412 · $16,447+18.0%

+15.6%5 years · per year$20,628 · $26,379+21.4%

0.95%Expense ratio$95 · $8 on $10k · lower wins0.08%

2.80%12-mo yield$280 · $240 on $10k2.40%

−7.9%Worst dropSmaller wins−15.0%

11.1%VolatilityLower wins23.2%

4–2EMLP wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsEMLP · XLE

3.8%KMI3.2%

2.3%OKE2.9%

1.3%TRGP3.2%

0.5%WMB4.2%

Held in common7.2%

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%	$65.4B
2	BXLE	State Street Energy Select Sector SPDR ETFRead Desk	0.08%	2.40%	−4.7%	+44.9%	+48.2%	+18.0%	+21.4%	−15.0%	$44.1B
3	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

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%	$65.4B
2	BXLE	State Street Energy Select Sector SPDR ETFRead Desk	0.08%	2.40%	−4.7%	+44.9%	+48.2%	+18.0%	+21.4%	−15.0%	$44.1B
3	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 XLE

EMLP

First Trust North American Energy Infrastructure Fund

$20,628

XLE

Energy Select Sector SPDR

$26,379

MeasureEMLPXLE

Fee0.95%0.08%

Cost on $10k a year$95$8

Yield2.80%2.40%

5 years, per year+15.6%+21.4%

3 years, per year+22.6%+18.0%

Worst drop · 1Y−7.9%−15.0%

Volatility · 1Y11.1%23.2%

4–2measures won
EMLP first

7.2%

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

XLE vs VDE

YTD

SPDRXLE

+44.9%

VDEVanguard

+42.7%

+44.9%Year to date+42.7%

2.4%Yield2.3%

$44.1BAssets$10.4B

2–0XLE 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

Overlap: EMLP, XLE, SMH

Today

7.2%most shared, EMLP and XLE

EMLPXLESMH

EMLP—7.2%0.0%

XLE7.2%—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

$232most kept, XLE

XLE$240 − $8 = $232

EMLP$280 − $95 = $185

SMH$22 − $35 = −$13

KeptFee

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