Compare · 4 funds side by side · dividends reinvested

EMLP, SCHD, VIG and JEPI

EMLPFirst Trust×SCHDSchwab×VIGVanguard×JEPIJ.P. Morgan×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$20,336EMLP · best of the four

02 / 04

EMLP, SCHD, VIG and JEPI, 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%$120B2.0

First Trust North American Energy Infrastructure FundThematic · Infrastructure0.95%2.85%+16.1%+17.7%+21.4%+15.3%−7.9%11.2%$4.2B2.4

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$46.8B2.8

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B2.9

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

End-of-day Nov 6, 2026 · returns include dividends · since: EMLP 2012 · SCHD 2011 · VIG 2006 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

First Trust North American Energy Infrastructure Fund · $4.2B$20,336

EMLP

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,267

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

EMLPMeasureSCHD

+16.1%Year to dateJan 1 → Nov 6+31.4%

+17.7%1 yearTotal return+37.0%

+21.4%3 years · per year$10,000 became $17,913 · $17,266+20.0%

+15.3%5 years · per year$10,000 became $20,336 · $16,267+10.2%

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

2.85%Trailing 12-mo yield$285 · $300 a year on $10k3.00%

−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 6, 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

27.6%in top 5

SCHD

in top 521.4%

EMLPStockSCHD

8.9%EPDnot top 5

7.1%ETnot top 5

not top 5PG4.5%

4.4%MPLXnot top 5

not top 5HD4.3%

not top 5TXN4.3%

not top 5KO4.3%

not top 5AMGN4.1%

3.6%PAGPnot top 5

3.5%KMInot top 5

Held in common1.4%

End-of-day Nov 6, 2026 · share of each fund

EMLP vs SCHD Returns, Every Period

First TrustEMLP

+15.3%

5 years, per year

SCHDSchwab

+10.2%

5 years, per year

EMLPSCHDFaded: behind in that period

2–2Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Thematic vs Income: EMLP vs JEPI

YTD

First TrustEMLP

+16.1%

JEPIJ.P. Morgan

+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

Cost, Income and Risk

Fees: EMLP, SCHD, VIG, JEPI

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

JEPI0.35%$35

EMLP0.95%$95

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: EMLP, SCHD, VIG, JEPI

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

SCHD3.00%$300

EMLP2.85%$285

VIG1.50%$150

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

SCHD$300 − $6 = $294

EMLP$285 − $95 = $190

VIG$150 − $4 = $146

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: EMLP, SCHD, VIG, JEPI

Today

30.7%most shared, VIG and JEPI

EMLPSCHDVIGJEPI

EMLP—1.4%2.8%4.7%

SCHD1.4%—14.5%8.2%

VIG2.8%14.5%—30.7%

JEPI4.7%8.2%30.7%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+37.0%SCHD, at 11.7% volatility

JEPIWorst drop−6.7%8.8% vol

VIGWorst drop−7.9%10.8% 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

Paid More vs Made More

YTD

JEPISCHD

+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

Popular Pairs Near These Four

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+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

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026