XLE vs EMLP

AXLE

BEMLP

Measures won2–4EMLP wins · of 6 · 5Y

$10,000 · 5Y$33,824SMH · XLE $25,404

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 common7.1%XLE and EMLP

XLE

EMLP

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

+16.7%3 years · per year$15,905 · $18,039+21.7%

+20.5%5 years · per year$25,404 · $20,216+15.1%

0.08%Expense ratio$8 · $95 on $10k · lower wins0.95%

2.47%12-mo yield$247 · $285 on $10k2.85%

−15.0%Worst dropSmaller wins−7.9%

23.3%VolatilityLower wins11.2%

2–4EMLP wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsXLE · EMLP

3.2%KMI3.7%

2.9%OKE2.2%

3.2%TRGP1.3%

4.2%WMB0.5%

Held in common7.1%

End-of-day Nov 5, 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%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$65.4B
2	AXLE	State Street Energy Select Sector SPDR ETFRead Desk	0.08%	2.47%	−3.0%	+40.6%	+45.4%	+16.7%	+20.5%	−15.0%	$44.1B
3	BEMLP	First Trust North American Energy Infrastructure FundRead Desk	0.95%	2.85%	−1.5%	+16.1%	+18.6%	+21.7%	+15.1%	−7.9%	$4.2B

End-of-day Nov 5, 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%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$65.4B
2	AXLE	State Street Energy Select Sector SPDR ETFRead Desk	0.08%	2.47%	−3.0%	+40.6%	+45.4%	+16.7%	+20.5%	−15.0%	$44.1B
3	BEMLP	First Trust North American Energy Infrastructure FundRead Desk	0.95%	2.85%	−1.5%	+16.1%	+18.6%	+21.7%	+15.1%	−7.9%	$4.2B

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

Cards for this view

XLE vs EMLP

XLE

Energy Select Sector SPDR

$25,404

EMLP

First Trust North American Energy Infrastructure Fund

$20,216

MeasureXLEEMLP

Fee0.08%0.95%

Cost on $10k a year$8$95

Yield2.47%2.85%

5 years, per year+20.5%+15.1%

3 years, per year+16.7%+21.7%

Worst drop · 1Y−15.0%−7.9%

Volatility · 1Y23.3%11.2%

4–2measures won
EMLP first

7.1%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+31.6%

SMHVanEck

+24.3%

+31.6%Year to date+24.3%

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

$42.6BAssets$65.4B

2–0SOXX wins

End-of-day Nov 5, 2026

XLE vs VDE

YTD

SPDRXLE

+40.6%

VDEVanguard

+38.4%

+40.6%Year to date+38.4%

2.5%Yield2.4%

$44.1BAssets$10.4B

2–0XLE wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: XLE, EMLP, SMH

Today

7.1%most shared, XLE and EMLP

XLEEMLPSMH

XLE—7.1%0.0%

EMLP7.1%—0.0%

SMH0.0%0.0%—

End-of-day Nov 5, 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

SMH$25 − $35 = −$10

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee