Compare · 4 funds side by side · dividends reinvested

EMLP, SCHD, VYM and SMH

EMLPFirst Trust×SCHDSchwab×VYMVanguard×SMHVanEck×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$34,950SMH · best of the four

02 / 04

EMLP, SCHD, VYM and SMH, 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%$120B2.1

First Trust North American Energy Infrastructure FundThematic · Infrastructure0.95%2.85%+16.1%+17.7%+21.4%+15.3%−7.9%11.2%$4.2B2.6

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.31%+12.8%+16.5%+19.6%+11.1%−6.7%10.6%$78.9B2.6

VanEck Semiconductor ETFThematic · AI & semis0.35%0.24%+28.8%+29.5%+48.9%+28.4%−33.1%42.9%$57.7B2.6

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 · VYM 2006 · SMH 2011

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 SCHD

YTD

First TrustEMLP

+16.1%

SCHDSchwab

+31.4%

+16.1%Year to date+31.4%

−7.9%Worst drop · 1Y−6.9%

11.2%Volatility · 1Y11.7%

2.8%Yield3.0%

$4.2BAssets$120B

3–1SCHD wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: EMLP, SCHD, VYM, SMH

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

SCHD0.06%$6

SMH0.35%$35

EMLP0.95%$95

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

Yields: EMLP, SCHD, VYM, SMH

3.00%highest, SCHD

FundTrailing yieldYield$10k

SCHD3.00%$300

EMLP2.85%$285

VYM2.31%$231

SMH0.24%$24

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

VYM$231 − $4 = $227

EMLP$285 − $95 = $190

SMH$24 − $35 = −$11

KeptFee

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

Overlap: EMLP, SCHD, VYM, SMH

Today

21.9%most shared, SCHD and VYM

EMLPSCHDVYMSMH

EMLP—1.4%5.6%0.0%

SCHD1.4%—21.9%7.9%

VYM5.6%21.9%—9.0%

SMH0.0%7.9%9.0%—

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

VYMWorst drop−6.7%10.6% vol

EMLPWorst drop−7.9%11.2% vol

SCHDWorst drop−6.9%11.7% vol

SMHWorst drop−33.1%42.9% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDSMH

+31.4%Year to date+28.8%

3.0%Yield0.2%

+37.0%Past year+29.5%

0.06%Fee0.35%

4–0SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

SOXX vs SMH

YTD

iSharesSOXX

+36.2%

SMHVanEck

+28.8%

+36.2%Year to date+28.8%

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

$37.6BAssets$57.7B

2–0SOXX wins

End-of-day Nov 6, 2026

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