UTES vs EMLP

AUTES

BEMLP

Measures won2–4EMLP wins · of 6 · 5Y

$10,000 · 5Y$34,950SMH · XLE $25,568

Lowest cost0.08%XLE · $8 on $10k

Most income2.85%EMLP · $285 on $10k

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

Held in common20.3%UTES and EMLP

UTES

EMLP

Virtus Reaves Utilities ETF · $1.1BFirst Trust North American Energy Infrastructure Fund · $4.2B

+22.7%3 years · per year$18,484 · $17,913+21.4%

+13.3%5 years · per year$18,668 · $20,336+15.3%

0.49%Expense ratio$49 · $95 on $10k · lower wins0.95%

1.63%12-mo yield$163 · $285 on $10k2.85%

−17.6%Worst dropSmaller wins−7.9%

22.6%VolatilityLower wins11.2%

2–4EMLP wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsUTES · EMLP

5.1%ETR2.4%

3.7%CMS2.0%

4.9%AEP2.0%

7.7%XEL1.7%

Held in common20.3%

End-of-day Nov 6, 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%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$60.7B
2	XLE	State Street Energy Select Sector SPDR ETFRead Desk	0.08%	2.47%	0.0%	+40.6%	+45.0%	+16.8%	+20.7%	−15.0%	$42.0B
3	BEMLP	First Trust North American Energy Infrastructure FundRead Desk	0.95%	2.85%	−0.1%	+16.1%	+17.7%	+21.4%	+15.3%	−7.9%	$4.2B
4	AUTES	Virtus Reaves Utilities ETFRead Desk	0.49%	1.63%	+2.2%	−3.8%	−8.5%	+22.7%	+13.3%	−17.6%	$1.1B

End-of-day Nov 6, 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%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$60.7B
2	XLE	State Street Energy Select Sector SPDR ETFRead Desk	0.08%	2.47%	0.0%	+40.6%	+45.0%	+16.8%	+20.7%	−15.0%	$42.0B
3	BEMLP	First Trust North American Energy Infrastructure FundRead Desk	0.95%	2.85%	−0.1%	+16.1%	+17.7%	+21.4%	+15.3%	−7.9%	$4.2B
4	AUTES	Virtus Reaves Utilities ETFRead Desk	0.49%	1.63%	+2.2%	−3.8%	−8.5%	+22.7%	+13.3%	−17.6%	$1.1B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

UTES vs EMLP

UTES

Virtus Reaves Utilities

$18,668

EMLP

First Trust North American Energy Infrastructure Fund

$20,336

MeasureUTESEMLP

Fee0.49%0.95%

Cost on $10k a year$49$95

Yield1.63%2.85%

5 years, per year+13.3%+15.3%

3 years, per year+22.7%+21.4%

Worst drop · 1Y−17.6%−7.9%

Volatility · 1Y22.6%11.2%

4–2measures won
EMLP first

20.3%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+36.2%

SMHVanEck

+28.8%

+36.2%Year to date+28.8%

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

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 6, 2026

XLE vs VDE

YTD

SPDRXLE

+40.6%

VDEVanguard

+38.6%

+40.6%Year to date+38.6%

2.5%Yield2.4%

$42.0BAssets$10.4B

2–0XLE wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

Overlap: UTES, EMLP, SMH, XLE

Today

20.3%most shared, UTES and EMLP

UTESEMLPSMHXLE

UTES—20.3%0.0%0.0%

EMLP20.3%—0.0%7.0%

SMH0.0%0.0%—0.0%

XLE0.0%7.0%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$239most kept, XLE

XLE$247 − $8 = $239

EMLP$285 − $95 = $190

UTES$163 − $49 = $114

SMH$24 − $35 = −$11

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee