UTES vs EMLP

AUTES

BEMLP

Measures won2–4EMLP wins · of 6 · 5Y

$10,000 · 5Y$36,298SMH · EMLP $20,285

Lowest cost0.08%XLF · $8 on $10k

Most income2.82%EMLP · $282 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 · $4.1B

+23.4%3 years · per year$18,782 · $17,569+20.7%

+13.9%5 years · per year$19,205 · $20,285+15.2%

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

1.58%12-mo yield$158 · $282 on $10k2.82%

−17.6%Worst dropSmaller wins−7.9%

22.8%VolatilityLower wins11.3%

2–4EMLP wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsUTES · EMLP

5.0%ETR2.5%

4.8%AEP2.0%

3.6%CMS2.0%

7.5%XEL1.7%

Held in common20.3%

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	BEMLP	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
3	AUTES	Virtus Reaves Utilities ETFRead Desk	0.49%	1.58%	+3.2%	−0.7%	−4.4%	+23.4%	+13.9%	−17.6%	$1.1B
4	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.42%	+1.5%	+7.2%	+12.4%	+22.2%	+9.4%	−14.8%	$53.4B

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	BEMLP	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
3	AUTES	Virtus Reaves Utilities ETFRead Desk	0.49%	1.58%	+3.2%	−0.7%	−4.4%	+23.4%	+13.9%	−17.6%	$1.1B
4	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.42%	+1.5%	+7.2%	+12.4%	+22.2%	+9.4%	−14.8%	$53.4B

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

UTES vs EMLP

UTES

Virtus Reaves Utilities

$19,205

EMLP

First Trust North American Energy Infrastructure Fund

$20,285

MeasureUTESEMLP

Fee0.49%0.95%

Cost on $10k a year$49$95

Yield1.58%2.82%

5 years, per year+13.9%+15.2%

3 years, per year+23.4%+20.7%

Worst drop · 1Y−17.6%−7.9%

Volatility · 1Y22.8%11.3%

4–2measures won
EMLP first

20.3%

holdings shared

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

SOXX vs SMH

YTD

iSharesSOXX

+46.5%

SMHVanEck

+35.3%

+46.5%Year to date+35.3%

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

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 9, 2026

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

Overlap: UTES, EMLP, XLF, SMH

Today

20.3%most shared, UTES and EMLP

UTESEMLPXLFSMH

UTES—20.3%0.0%0.0%

EMLP20.3%—0.0%0.0%

XLF0.0%0.0%—0.0%

SMH0.0%0.0%0.0%—

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

XLF$142 − $8 = $134

UTES$158 − $49 = $109

SMH$23 − $35 = −$12

KeptFee

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