Compare · 4 funds side by side · dividends reinvested

AMLP, EIPI, SCHD and VIG

AMLPALPS×EIPIFirst Trust×SCHDSchwab×VIGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$21,370AMLP · best of the four

02 / 04

AMLP, EIPI, SCHD and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.9

FT Energy Income Partners Enhanced Income ETFIncome · Dividend stocks1.11%6.89%+16.0%+19.3%[…][…]−6.7%11.1%$1.1B2.2

Alerian MLP ETFSectors · Energy1.01%8.10%+13.2%+15.8%+14.8%+16.4%−11.0%13.4%$12.0B2.8

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B2.8

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: AMLP 2010 · EIPI 2011 · SCHD 2011 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Alerian MLP ETF · $12.0B$21,370

AMLP

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,267

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

AMLPMeasureSCHD

+13.2%Year to dateJan 1 → Nov 6+31.4%

+15.8%1 yearTotal return+37.0%

+14.8%3 years · per year$10,000 became $15,119 · $17,266+20.0%

+16.4%5 years · per year$10,000 became $21,370 · $16,267+10.2%

1.01%Expense ratio$101 · $6 a year on $10k · lower is better0.06%

8.10%Trailing 12-mo yield$810 · $300 a year on $10k3.00%

−11.0%Worst dropSmaller is better−6.9%

13.4%VolatilityLower is calmer11.7%

AMLPSCHD Winner of the row, in its colourEach row: the bigger of the two fills its side

2–6SCHD wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

AMLP vs SCHD: Top 5 Holdings

Today

AMLP

62.7%in top 5

SCHD

in top 521.4%

AMLPStockSCHD

13.2%PAAnot top 5

13.1%MPLXnot top 5

12.8%EPDnot top 5

12.2%ETnot top 5

11.4%WESnot top 5

not top 5PG4.5%

not top 5HD4.3%

not top 5TXN4.3%

not top 5KO4.3%

not top 5AMGN4.1%

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

AMLP vs SCHD Returns, Every Period

ALPSAMLP

+16.4%

5 years, per year

SCHDSchwab

+10.2%

5 years, per year

AMLPSCHDFaded: behind in that period

1–3SCHD wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Sector vs Income: AMLP vs EIPI

YTD

ALPSAMLP

+13.2%

EIPIFirst Trust

+16.0%

+13.2%Year to date+16.0%

−11.0%Worst drop · 1Y−6.7%

13.4%Volatility · 1Y11.1%

8.1%Yield6.9%

$12.0BAssets$1.1B

3–1EIPI wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AMLP, EIPI, SCHD, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

AMLP1.01%$101

EIPI1.11%$111

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: AMLP, EIPI, SCHD, VIG

8.10%highest, AMLP

FundTrailing yieldYield$10k

AMLP8.10%$810

EIPI6.89%$689

SCHD3.00%$300

VIG1.50%$150

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$709most kept, AMLP

AMLP$810 − $101 = $709

EIPI$689 − $111 = $578

SCHD$300 − $6 = $294

VIG$150 − $4 = $146

KeptFee

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

Overlap: AMLP, EIPI, SCHD, VIG

Today

22.5%most shared, AMLP and EIPI

AMLPEIPISCHDVIG

AMLP—22.5%0.0%0.0%

EIPI22.5%—4.2%6.0%

SCHD0.0%4.2%—14.5%

VIG0.0%6.0%14.5%—

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

Return vs Bumpiness: 4 ETFs

+37.0%SCHD, at 11.7% volatility

VIGWorst drop−7.9%10.8% vol

EIPIWorst drop−6.7%11.1% vol

SCHDWorst drop−6.9%11.7% vol

AMLPWorst drop−11.0%13.4% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

AMLPSCHD

+13.2%Year to date+31.4%

8.1%Yield3.0%

+15.8%Past year+37.0%

1.01%Fee0.06%

3–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026