Compare · 3 funds side by side · dividends reinvested

BSVO, MLPI and SCHD

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,418SCHD · best of the three

Story of the three · IncomeMost incomeMLPI · 14.02% · $1,402 a year on $10k

Story of the three · RiskSmallest drop

BSVO, MLPI and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.6%+39.3%+19.9%+10.4%−6.9%11.8%$123B1.1

EA Bridgeway Omni Small-Cap Value ETFUS Stock Styles · Small cap0.45%1.23%+23.7%+29.1%+18.0%[…]−8.3%16.3%$2.5B2.1

MLP & Energy Infrastructure High Income ETFIncome · Dividend stocks0.68%14.02%+16.4%[…][…][…][…][…]$906M2.3

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

End-of-day Nov 11, 2026 · returns include dividends · since: BSVO 2010 · MLPI 2025 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

MLP & Energy Infrastructure High Income ETF · $906M[…]

MLPI

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,418

$10,000 five years ago, dividends reinvested · they hold 1.3% in common

MLPI

More Ways to See the Pairs

MLPI vs SCHD: Top 5 Holdings

Today

MLPI

32.4%in top 5

SCHD

in top 521.7%

MLPIStockSCHD

9.3%WMBnot top 5

6.7%KMInot top 5

6.4%OKEnot top 5

5.2%LNGnot top 5

4.9%TRGPnot top 5

Cost, Income and Risk

Fees: BSVO, MLPI, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

BSVO0.45%$45

MLPI0.68%$68

End-of-day Nov 11, 2026 · fee on $10,000 a year

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

Measure

SCHD

+16.4%Year to dateJan 1 → Nov 11+34.6%

[…]1 yearTotal return+39.3%

[…]3 years · per year$10,000 became […] · $17,234+19.9%

[…]5 years · per year$10,000 became […] · $16,418+10.4%

0.68%Expense ratio$68 · $6 a year on $10k · lower is better0.06%

14.02%Trailing 12-mo yield$1,402 · $293 a year on $10k2.93%

[…]Worst dropSmaller is better−6.9%

[…]VolatilityLower is calmer11.8%

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

1–2SCHD wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5TXN4.6%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.3%

not top 5AMGN4.1%

Held in common1.3%

End-of-day Nov 11, 2026 · share of each fund

MLPI vs SCHD Returns, Every Period

1Y

NEOSMLPI

[…]

past year

SCHDSchwab

+39.3%

past year

MLPISCHDFaded: behind in that period

0–1SCHD wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

MLPI vs SCHD

YTD

NEOSMLPI

+16.4%

SCHDSchwab

+34.6%

+16.4%Year to date+34.6%

[…]Worst drop · 1Y−6.9%

[…]Volatility · 1Y11.8%

14.0%Yield2.9%

$906MAssets$123B

1–1level

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

Yields: BSVO, MLPI, SCHD

1Y

14.02%highest, MLPI

FundTrailing yieldYield$10k

MLPI14.02%$1,402

SCHD2.93%$293

BSVO1.23%$123

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,334most kept, MLPI

MLPI$1,402 − $68 = $1,334

SCHD$293 − $6 = $287

BSVO$123 − $45 = $78

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: BSVO, MLPI, SCHD

Today

1.3%most shared, MLPI and SCHD

BSVOMLPISCHD

BSVO—0.6%0.5%

MLPI0.6%—1.3%

SCHD0.5%1.3%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+39.3%SCHD, at 11.8% volatility

SCHDWorst drop−6.9%11.8% vol

BSVOWorst drop−8.3%16.3% vol

MLPIWorst drop[…][…]

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

MLPISCHD

+16.4%Year to date+34.6%

14.0%Yield2.9%

[…]Past year+39.3%

0.68%Fee0.06%

2–1SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 11, 2026

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 11, 2026

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BSVO, MLPI and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three

Yields: BSVO, MLPI, SCHD