Compare · 3 funds side by side · dividends reinvested

EMLP, SCHD and IGV

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$20,602EMLP · best of the three

Story of the three · IncomeMost incomeSCHD · 2.93% · $293 a year on $10k

Story of the three · RiskSmallest drop

EMLP, SCHD and IGV, 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%$123B1.4

First Trust North American Energy Infrastructure FundThematic · Infrastructure0.95%2.80%+18.1%+17.8%+21.3%+15.6%−7.9%11.2%$4.2B1.8

iShares Expanded Tech-Software Sector ETFThematic · Disruptive tech0.38%0.02%−3.3%−8.5%+13.6%+3.1%−33.2%32.9%$12.9B2.9

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: EMLP 2012 · SCHD 2011 · IGV 2001

Head to Head

Swap sides Versus in desk

Head to Head

5Y

First Trust North American Energy Infrastructure Fund · $4.2B$20,602

EMLP

SCHD

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

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

EMLP

More Ways to See the Pairs

EMLP vs SCHD: Top 5 Holdings

Today

EMLP

28.1%in top 5

SCHD

in top 521.7%

EMLPStockSCHD

9.0%EPDnot top 5

7.6%ETnot top 5

not top 5TXN4.6%

4.5%MPLXnot top 5

not top 5PG4.4%

Cost, Income and Risk

Fees: EMLP, SCHD, IGV

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

IGV0.38%$38

EMLP0.95%$95

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

Yields: EMLP, SCHD, IGV

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

+18.1%Year to dateJan 1 → Nov 11+34.6%

+17.8%1 yearTotal return+39.3%

+21.3%3 years · per year$10,000 became $17,862 · $17,234+19.9%

+15.6%5 years · per year$10,000 became $20,602 · $16,418+10.4%

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

2.80%Trailing 12-mo yield$280 · $293 a year on $10k2.93%

−7.9%Worst dropSmaller is better−6.9%

11.2%VolatilityLower is calmer11.8%

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

3–5SCHD wins

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

not top 5HD4.3%

not top 5KO4.3%

not top 5AMGN4.1%

3.6%KMInot top 5

3.5%PAGPnot top 5

Held in common1.4%

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

EMLP vs SCHD Returns, Every Period

5Y

First TrustEMLP

+15.6%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

EMLPSCHDFaded: behind in that period

2–2Level

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

Thematic vs Income: EMLP vs SCHD

YTD

First TrustEMLP

+18.1%

SCHDSchwab

+34.6%

+18.1%Year to date+34.6%

−7.9%Worst drop · 1Y−6.9%

11.2%Volatility · 1Y11.8%

2.8%Yield2.9%

$4.2BAssets$123B

3–1SCHD wins

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

1Y

2.93%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.93%$293

EMLP2.80%$280

IGV0.02%$2

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

Income After Fees on $10,000

1Y

$287most kept, SCHD

SCHD$293 − $6 = $287

EMLP$280 − $95 = $185

IGV$2 − $38 = −$36

KeptFee

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

Overlap: EMLP, SCHD, IGV

Today

1.4%most shared, EMLP and SCHD

EMLPSCHDIGV

EMLP—1.4%0.0%

SCHD1.4%—0.0%

IGV0.0%0.0%—

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

EMLPWorst drop−7.9%11.2% vol

SCHDWorst drop−6.9%11.8% vol

IGVWorst drop−33.2%32.9% vol

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

Paid More vs Made More

YTD

SCHDEMLP

+34.6%Year to date+18.1%

2.9%Yield2.8%

+39.3%Past year+17.8%

0.06%Fee0.95%

4–0SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 11, 2026

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 11, 2026

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EMLP, SCHD and IGV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three