Compare · 3 funds side by side · dividends reinvested

EMLP, JEPI and SCHD

EMLPFirst Trust×JEPIJ.P. Morgan×SCHDSchwab×
$7.5k$10k$12.5k$15k$17.5k$20k$22.5kLow $9,811 · 2021EMLP$20,336SCHD$16,267JEPI$14,118Oct 2021Nov 2026Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$20,336EMLP · best of the three
02 / 04

EMLP, JEPI and SCHD, 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%$120B1.8
First Trust North American Energy Infrastructure FundThematic · Infrastructure0.95%2.85%+16.1%+17.7%+21.4%+15.3%−7.9%11.2%$4.2B2.1
JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$46.8B2.1
Rank among the three1st → 3rdFee, 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: EMLP 2012 · JEPI 2020 · SCHD 2011
@TheETFTracker·theetftracker.com

Head to Head

5Y
First Trust North American Energy Infrastructure Fund · $4.2B$20,336
EMLP
JEPI
JPMorgan Equity Premium Income ETF · $46.8B$14,118

$10,000 five years ago, dividends reinvested · they hold 4.7% in common

EMLPMeasureJEPI
+16.1%Year to dateJan 1 → Nov 6+5.3%
+17.7%1 yearTotal return+8.2%
+21.4%3 years · per year$10,000 became $17,913 · $13,562+10.7%
+15.3%5 years · per year$10,000 became $20,336 · $14,118+7.1%
0.95%Expense ratio$95 · $35 a year on $10k · lower is better0.35%
2.85%Trailing 12-mo yield$285 · $809 a year on $10k8.09%
−7.9%Worst dropSmaller is better−6.7%
11.2%VolatilityLower is calmer8.8%
EMLPJEPI Winner of the row, in its colourEach row: the bigger of the two fills its side
4–4Level
End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns
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More Ways to See the Pairs

EMLP vs JEPI: Top 5 Holdings

Today
EMLP
27.6%in top 5
JEPI
in top 59.9%
EMLPStockJEPI
8.9%EPDnot top 5
7.1%ETnot top 5
4.4%MPLXnot top 5
3.6%PAGPnot top 5
3.5%KMInot top 5
not top 5MA2.1%
not top 5MSFT2.0%
not top 5AAPL2.0%
not top 5MMM1.9%
not top 5NEE1.9%
Held in common4.7%
End-of-day Nov 6, 2026 · share of each fund
@TheETFTracker·theetftracker.com

EMLP vs JEPI Returns, Every Period

5Y
First TrustEMLP
+15.3%
5 years, per year
JEPIJ.P. Morgan
+7.1%
5 years, per year
0%+10%+20%+30%+16.1%+5.3%YTD+17.7%+8.2%1 year+21.4%+10.7%3 yrs · yr+15.3%+7.1%5 yrs · yr
EMLPJEPIFaded: behind in that period
4–0EMLP wins
End-of-day Nov 6, 2026 · dividends in · faded = behind in that period
@TheETFTracker·theetftracker.com

Thematic vs Income: EMLP vs JEPI

YTD
First TrustEMLP
+16.1%
JEPIJ.P. Morgan
+5.3%
Jan 1Nov 6+16.1%+5.3%
+16.1%Year to date+5.3%
−7.9%Worst drop · 1Y−6.7%
11.2%Volatility · 1Y8.8%
2.8%Yield8.1%
$4.2BAssets$46.8B
3–1JEPI wins
End-of-day Nov 6, 2026 · smaller drop and lower volatility win
@TheETFTracker·theetftracker.com

Cost, Income and Risk

Fees: EMLP, JEPI, SCHD

Today
0.06%lowest, SCHD
FundExpense ratioFee$10k
SCHD0.06%$6
JEPI0.35%$35
EMLP0.95%$95
End-of-day Nov 6, 2026 · fee on $10,000 a year
@TheETFTracker·theetftracker.com

Yields: EMLP, JEPI, SCHD

1Y
8.09%highest, JEPI
FundTrailing yieldYield$10k
JEPI8.09%$809
SCHD3.00%$300
EMLP2.85%$285
End-of-day Nov 6, 2026 · trailing 12-month yield
@TheETFTracker·theetftracker.com

Income After Fees on $10,000

1Y
$774most kept, JEPI
JEPI$809 − $35 = $774
SCHD$300 − $6 = $294
EMLP$285 − $95 = $190
KeptFee
End-of-day Nov 6, 2026 · yield in dollars minus the fee
@TheETFTracker·theetftracker.com

Overlap: EMLP, JEPI, SCHD

Today
8.2%most shared, JEPI and SCHD
EMLPJEPISCHD
EMLP—4.7%1.4%
JEPI4.7%—8.2%
SCHD1.4%8.2%—
End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus
@TheETFTracker·theetftracker.com

Return vs Bumpiness: 3 ETFs

1Y
+37.0%SCHD, at 11.7% volatility
0%+10%+20%+30%+40%+50%5%7.5%10%12.5%15%Volatility · 1 year → bumpierSCHD +37.0%EMLP +17.7%JEPI +8.2%
JEPIWorst drop−6.7%8.8% vol
EMLPWorst drop−7.9%11.2% vol
SCHDWorst drop−6.9%11.7% vol
End-of-day Nov 6, 2026 · up and left is better
@TheETFTracker·theetftracker.com

Paid More vs Made More

YTD
Jan 1Nov 6+5.3%+31.4%
+5.3%Year to date+31.4%
8.1%Yield3.0%
+8.2%Past year+37.0%
0.35%Fee0.06%
3–1SCHD wins
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com

Popular Pairs Near These Three

SCHD vs VIG

YTD
SchwabSCHD
+31.4%
VIGVanguard
+12.1%
Jan 1Nov 6+31.4%+12.1%
+31.4%Year to date+12.1%
3.0%Yield1.5%
$120BAssets$109B
2–0SCHD wins
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com

JEPQ vs JEPI

YTD
J.P. MorganJEPQ
+3.2%
JEPIJ.P. Morgan
+5.3%
Jan 1Nov 6+3.2%+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
@TheETFTracker·theetftracker.com

SPYM vs SPY

YTD
SPDRSPYM
+8.8%
SPYSPDR
+8.7%
Jan 1Nov 6+8.8%+8.7%
+8.8%Year to date+8.7%
1.1%Yield1.0%
$182BAssets$819B
2–0SPYM wins
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com