Compare · 4 funds side by side · dividends reinvested

EMLP, JEPQ, SCHD and SMH

EMLPFirst Trust×JEPQJ.P. Morgan×SCHDSchwab×SMHVanEck×

02 / 04

−0.1%

Search ETFs and stocks

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$33,828SMH · best of the four

Story of the four · IncomeMost incomeJEPQ · 12.37% · $1,237 a year on $10k

Story of the four · RiskSmallest drop

EMLP, JEPQ, SCHD and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.92%+34.9%+37.5%+20.2%+10.4%−6.9%11.7%$124B1.9

VanEck Semiconductor ETFThematic · AI & semis0.35%0.23%+35.2%+37.3%+48.3%+27.6%−33.1%43.3%$64.4B2.4

First Trust North American Energy Infrastructure FundThematic · Infrastructure0.95%2.77%+19.3%+18.2%+22.5%+15.8%−7.9%11.2%$4.2B2.5

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.37%+6.7%+7.6%+17.4%[…]−11.5%17.0%$42.6B3.0

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

End-of-day Nov 13, 2026 · returns include dividends · since: EMLP 2012 · JEPQ 2022 · SCHD 2011 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

First Trust North American Energy Infrastructure Fund · $4.2B$20,810

EMLP

More Ways to See the Pairs

EMLP vs SCHD: Top 5 Holdings

Today

EMLP

28.2%in top 5

SCHD

in top 521.8%

EMLPStockSCHD

9.0%EPDnot top 5

7.5%ETnot top 5

not top 5TXN4.8%

4.5%MPLXnot top 5

not top 5PG4.4%

Cost, Income and Risk

Fees: EMLP, JEPQ, SCHD, SMH

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

JEPQ0.35%$35

SMH0.35%$35

EMLP0.95%$95

End-of-day Nov 13, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

SOXX vs SMH

YTD

iSharesSOXX

+49.0%

SMHVanEck

+35.2%

SCHD

Schwab U.S. Dividend Equity ETF · $124B$16,418

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

EMLPMeasureSCHD

+19.3%Year to dateJan 1 → Nov 13+34.9%

+18.2%1 yearTotal return+37.5%

+22.5%3 years · per year$10,000 became $18,386 · $17,374+20.2%

+15.8%5 years · per year$10,000 became $20,810 · $16,418+10.4%

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

2.77%Trailing 12-mo yield$277 · $292 a year on $10k2.92%

−7.9%Worst dropSmaller is better−6.9%

11.2%VolatilityLower is calmer11.7%

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

3–5SCHD wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5KO4.3%

not top 5HD4.2%

not top 5AMGN4.1%

3.7%KMInot top 5

3.5%PAGPnot top 5

Held in common1.4%

End-of-day Nov 13, 2026 · share of each fund

EMLP vs SCHD Returns, Every Period

5Y

First TrustEMLP

+15.8%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

EMLPSCHDFaded: behind in that period

2–2Level

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

Thematic vs Income: EMLP vs JEPQ

YTD

First TrustEMLP

+19.3%

JEPQJ.P. Morgan

+6.7%

+19.3%Year to date+6.7%

−7.9%Worst drop · 1Y−11.5%

11.2%Volatility · 1Y17.0%

2.8%Yield12.4%

$4.2BAssets$42.6B

3–1EMLP wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

Yields: EMLP, JEPQ, SCHD, SMH

1Y

12.37%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.37%$1,237

SCHD2.92%$292

EMLP2.77%$277

SMH0.23%$23

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,202most kept, JEPQ

JEPQ$1,237 − $35 = $1,202

SCHD$292 − $6 = $286

EMLP$277 − $95 = $182

SMH$23 − $35 = −$12

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: EMLP, JEPQ, SCHD, SMH

Today

25.1%most shared, JEPQ and SMH

EMLPJEPQSCHDSMH

EMLP—0.9%1.4%0.0%

JEPQ0.9%—3.8%25.1%

SCHD1.4%3.8%—8.8%

SMH0.0%25.1%8.8%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+37.5%SCHD, at 11.7% volatility

EMLPWorst drop−7.9%11.2% vol

SCHDWorst drop−6.9%11.7% vol

JEPQWorst drop−11.5%17.0% vol

SMHWorst drop−33.1%43.3% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQSMH

+6.7%Year to date+35.2%

12.4%Yield0.2%

+7.6%Past year+37.3%

0.35%Fee0.35%

2–1SMH wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 13, 2026

+49.0%Year to date+35.2%

0.33% · $33Fee · on $10k a year0.35% · $35

$44.7BAssets$64.4B

2–0SOXX wins

End-of-day Nov 13, 2026

Loading…

EMLP, JEPQ, SCHD and SMH

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four