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EMLP delivered $2,139 on a $1,000 investment over five years with a max drawdown of just 14.6%, while ICLN's renewable focus saw a peak decline of 57.2%.
State Street SPDR S&P Oil & Gas Exploration & Production ETF offers a significantly lower expense ratio than First Trust North American Energy Infrastructure Fund. First Trust North American Energy Infrastructure Fund provides a higher dividend yield and includes heavy exposure to the utility sector.
The First Trust North American Energy Infrastructure Fund carries a significantly higher expense ratio of 0.95% compared to the 0.52% fee for the VanEck Uranium and Nuclear ETF. The VanEck Uranium and Nuclear ETF has delivered higher total returns over the last five years, though the First Trust North American Energy Infrastructure Fund showed much lower price volatility.
Looking beyond oil to a diversified mix of energy themes could offer more durable opportunities. Here are the ETFs to consider.
AMLP concentrates on 14 energy positions with a 7.76% yield, while EMLP spreads across 65 holdings with utilities exposure and a 2.79% payout.
The Global X - MLP & Energy Infrastructure ETF is more cost-effective with an expense ratio 0.50 percentage points lower than the First Trust North American Energy Infrastructure Fund. The First Trust North American Energy Infrastructure Fund offers broader diversification with 65 holdings and a heavy tilt toward utilities.
Vanguard Energy ETF offers a significantly lower expense ratio than First Trust North American Energy Infrastructure Fund Vanguard Energy ETF has outperformed on a 1-year total return basis but has experienced a deeper historical maximum drawdown First Trust North American Energy Infrastructure Fund provides heavier exposure to utilities while Vanguard Energy ETF is almost entirely concentrated in the energy sector
The First Trust North American Energy Infrastructure ETF (EMLP) blends midstream and utility stocks, offering diversification but a lower 2.76% yield versus pure midstream peers. EMLP's 43% utility allocation reduces drawdown risk during midstream sell-offs but may limit upside if midstream growth outpaces utilities amid the data center boom. Both utilities and midstream holdings benefit from secular growth drivers—utilities via $1.4T capex for data centers, midstream via rising gas demand and LNG exports.