Compare · 3 funds side by side · dividends reinvested

EMLP, SCHD and CIBR

EMLPFirst Trust×SCHDSchwab×CIBRFirst Trust×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$20,216EMLP · best of the three

02 / 04

EMLP, SCHD and CIBR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$123B1.6

First Trust North American Energy Infrastructure FundThematic · Infrastructure0.95%2.85%+16.1%+18.6%+21.7%+15.1%−7.9%11.2%$4.2B2.1

First Trust Nasdaq Cybersecurity ETFThematic · Cyber & cloud0.58%0.43%+27.7%+21.3%+27.4%+11.8%−20.6%31.1%$16.9B2.3

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

End-of-day Nov 5, 2026 · returns include dividends · since: EMLP 2012 · SCHD 2011 · CIBR 2015

Head to Head

Swap sides Versus in desk

Head to Head

First Trust North American Energy Infrastructure Fund · $4.2B$20,216

EMLP

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,375

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

EMLPMeasureSCHD

+16.1%Year to dateJan 1 → Nov 5+32.3%

+18.6%1 yearTotal return+38.7%

+21.7%3 years · per year$10,000 became $18,039 · $17,414+20.3%

+15.1%5 years · per year$10,000 became $20,216 · $16,375+10.4%

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

2.85%Trailing 12-mo yield$285 · $298 a year on $10k2.98%

−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 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

EMLP vs SCHD: Top 5 Holdings

Today

EMLP

27.4%in top 5

SCHD

in top 521.7%

EMLPStockSCHD

8.8%EPDnot top 5

7.1%ETnot top 5

not top 5TXN4.7%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

4.1%MPLXnot top 5

3.7%KMInot top 5

3.6%PAGPnot top 5

Held in common1.4%

End-of-day Nov 5, 2026 · share of each fund

EMLP vs SCHD Returns, Every Period

First TrustEMLP

+15.1%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

EMLPSCHDFaded: behind in that period

2–2Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Thematic vs Income: EMLP vs SCHD

YTD

First TrustEMLP

+16.1%

SCHDSchwab

+32.3%

+16.1%Year to date+32.3%

−7.9%Worst drop · 1Y−6.9%

11.2%Volatility · 1Y11.7%

2.8%Yield3.0%

$4.2BAssets$123B

3–1SCHD wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: EMLP, SCHD, CIBR

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

CIBR0.58%$58

EMLP0.95%$95

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: EMLP, SCHD, CIBR

2.98%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.98%$298

EMLP2.85%$285

CIBR0.43%$43

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

EMLP$285 − $95 = $190

CIBR$43 − $58 = −$15

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: EMLP, SCHD, CIBR

Today

3.1%most shared, SCHD and CIBR

EMLPSCHDCIBR

EMLP—1.4%0.0%

SCHD1.4%—3.1%

CIBR0.0%3.1%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+38.7%SCHD, at 11.7% volatility

EMLPWorst drop−7.9%11.2% vol

SCHDWorst drop−6.9%11.7% vol

CIBRWorst drop−20.6%31.1% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDCIBR

+32.3%Year to date+27.7%

3.0%Yield0.4%

+38.7%Past year+21.3%

0.06%Fee0.58%

4–0SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026