Compare · 4 funds side by side · dividends reinvested

EIPX, SCHD, VOO and VIG

EIPXFirst Trust×SCHDSchwab×VOOVanguard×VIGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,543VOO · best of the four

02 / 04

EIPX, SCHD, VOO and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$120B1.8

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+14.8%+17.6%+18.8%+10.7%−7.9%11.0%$109B2.5

FT Energy Income Partners Strategy ETFIncome · Dividend stocks0.95%2.76%+26.1%+27.8%+18.6%[…]−6.9%12.2%$565M2.7

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$1.00T2.9

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

End-of-day Nov 9, 2026 · returns include dividends · since: EIPX 2022 · SCHD 2011 · VOO 2010 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

FT Energy Income Partners Strategy ETF · $565M[…]

EIPX

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,459

$10,000 five years ago, dividends reinvested · they hold 3.9% in common

EIPXMeasureSCHD

+26.1%Year to dateJan 1 → Nov 9+33.2%

+27.8%1 yearTotal return+39.1%

+18.6%3 years · per year$10,000 became $16,677 · $17,123+19.6%

[…]5 years · per year$10,000 became […] · $16,459+10.5%

0.95%Expense ratio$95 · $6 a year on $10k · lower is better0.06%

2.76%Trailing 12-mo yield$276 · $296 a year on $10k2.96%

−6.9%Worst dropSmaller is better−6.9%

12.2%VolatilityLower is calmer11.8%

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

0–6SCHD wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

EIPX vs SCHD: Top 5 Holdings

Today

EIPX

24.2%in top 5

SCHD

in top 521.4%

EIPXStockSCHD

7.7%EPDnot top 5

6.7%ETnot top 5

not top 5PG4.4%

not top 5TXN4.3%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

4.0%MPLXnot top 5

3.0%NFGnot top 5

2.7%PAGPnot top 5

Held in common3.9%

End-of-day Nov 9, 2026 · share of each fund

EIPX vs SCHD Returns, Every Period

First TrustEIPX

+27.8%

past year

SCHDSchwab

+39.1%

past year

EIPXSCHDFaded: behind in that period

0–3SCHD wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

EIPX vs SCHD

YTD

First TrustEIPX

+26.1%

SCHDSchwab

+33.2%

+26.1%Year to date+33.2%

−6.9%Worst drop · 1Y−6.9%

12.2%Volatility · 1Y11.8%

2.8%Yield3.0%

$565MAssets$120B

3–0SCHD wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: EIPX, SCHD, VOO, VIG

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

VIG0.04%$4

SCHD0.06%$6

EIPX0.95%$95

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: EIPX, SCHD, VOO, VIG

2.96%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.96%$296

EIPX2.76%$276

VIG1.46%$146

VOO1.07%$107

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

EIPX$276 − $95 = $181

VIG$146 − $4 = $142

VOO$107 − $3 = $104

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: EIPX, SCHD, VOO, VIG

Today

40.3%most shared, VOO and VIG

EIPXSCHDVOOVIG

EIPX—3.9%4.0%5.6%

SCHD3.9%—7.6%14.5%

VOO4.0%7.6%—40.3%

VIG5.6%14.5%40.3%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+39.1%SCHD, at 11.8% volatility

VIGWorst drop−7.9%11.0% vol

SCHDWorst drop−6.9%11.8% vol

EIPXWorst drop−6.9%12.2% vol

VOOWorst drop−8.9%13.7% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDEIPX

+33.2%Year to date+26.1%

3.0%Yield2.8%

+39.1%Past year+27.8%

0.06%Fee0.95%

4–0SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 9, 2026