Compare · 3 funds side by side · dividends reinvested

AMZA, SCHD and VIG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$25,038AMZA · best of the three

02 / 04

AMZA, SCHD and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$123B1.6

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B2.1

InfraCap MLP ETFSectors · Energy1.72%8.63%+25.6%+30.5%+19.9%+20.1%−8.7%19.6%$470M2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: AMZA 2014 · SCHD 2011 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

InfraCap MLP ETF · $470M$25,038

AMZA

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,881

$10,000 five years ago, dividends reinvested · they hold 1.4% in common

AMZAMeasureSCHD

+25.6%Year to dateJan 1 → Nov 4+35.3%

+30.5%1 yearTotal return+41.6%

+19.9%3 years · per year$10,000 became $17,241 · $17,908+21.4%

+20.1%5 years · per year$10,000 became $25,038 · $16,881+11.0%

1.72%Expense ratio$172 · $6 a year on $10k · lower is better0.06%

8.63%Trailing 12-mo yield$863 · $291 a year on $10k2.91%

−8.7%Worst dropSmaller is better−6.9%

19.6%VolatilityLower is calmer11.5%

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

2–6SCHD wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

AMZA vs SCHD: Top 5 Holdings

Today

AMZA

65.0%in top 5

SCHD

in top 521.6%

AMZAStockSCHD

15.8%ETnot top 5

13.2%SUNnot top 5

12.5%PAAnot top 5

11.8%MPLXnot top 5

11.7%EPDnot top 5

not top 5TXN4.8%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5COP4.1%

Held in common1.4%

End-of-day Nov 4, 2026 · share of each fund

AMZA vs SCHD Returns, Every Period

VirtusAMZA

+20.1%

5 years, per year

SCHDSchwab

+11.0%

5 years, per year

AMZASCHDFaded: behind in that period

1–3SCHD wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Sector vs Income: AMZA vs SCHD

YTD

VirtusAMZA

+25.6%

SCHDSchwab

+35.3%

+25.6%Year to date+35.3%

−8.7%Worst drop · 1Y−6.9%

19.6%Volatility · 1Y11.5%

8.6%Yield2.9%

$470MAssets$123B

3–1SCHD wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AMZA, SCHD, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

AMZA1.72%$172

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: AMZA, SCHD, VIG

8.63%highest, AMZA

FundTrailing yieldYield$10k

AMZA8.63%$863

SCHD2.91%$291

VIG1.44%$144

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$691most kept, AMZA

AMZA$863 − $172 = $691

SCHD$291 − $6 = $285

VIG$144 − $4 = $140

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: AMZA, SCHD, VIG

Today

14.5%most shared, SCHD and VIG

AMZASCHDVIG

AMZA—1.4%0.2%

SCHD1.4%—14.5%

VIG0.2%14.5%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+41.6%SCHD, at 11.5% volatility

VIGWorst drop−7.9%10.2% vol

SCHDWorst drop−6.9%11.5% vol

AMZAWorst drop−8.7%19.6% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

AMZASCHD

+25.6%Year to date+35.3%

8.6%Yield2.9%

+30.5%Past year+41.6%

1.72%Fee0.06%

3–1SCHD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026