Compare · 4 funds side by side · dividends reinvested

ENFR, FID, SCHD and SMH

ENFRALPS×FIDFirst Trust×SCHDSchwab×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

ENFR, FID, SCHD 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%$120B2.0

Alerian Energy Infrastructure ETFThematic · Infrastructure0.35%4.24%+19.5%+26.2%+23.9%+18.2%−9.8%17.5%$508M2.4

VanEck Semiconductor ETFThematic · AI & semis0.35%0.24%+28.8%+29.5%+48.9%+28.4%−33.1%42.9%$60.7B2.5

First Trust S&P International Dividend Aristocrats ETFIncome · Dividend stocks0.60%4.02%+10.9%+16.7%+20.6%+9.1%−8.9%10.7%$167M3.0

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

End-of-day Nov 6, 2026 · returns include dividends · since: ENFR 2013 · FID 2013 · SCHD 2011 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

Alerian Energy Infrastructure ETF · $508M$23,026

ENFR

FID

First Trust S&P International Dividend Aristocrats ETF · $167M$15,431

$10,000 five years ago, dividends reinvested · they hold 4.8% in common

ENFRMeasureFID

+19.5%Year to dateJan 1 → Nov 6+10.9%

+26.2%1 yearTotal return+16.7%

+23.9%3 years · per year$10,000 became $19,014 · $17,528+20.6%

+18.2%5 years · per year$10,000 became $23,026 · $15,431+9.1%

0.35%Expense ratio$35 · $60 a year on $10k · lower is better0.60%

4.24%Trailing 12-mo yield$424 · $402 a year on $10k4.02%

−9.8%Worst dropSmaller is better−8.9%

17.5%VolatilityLower is calmer10.7%

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

6–2ENFR wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

ENFR vs FID: Top 5 Holdings

Today

ENFR

34.7%in top 5

FID

in top 511.7%

ENFRStockFID

8.3%ETnot top 5

7.7%ENB.TOnot top 5

7.4%EPDnot top 5

5.8%WMBnot top 5

5.5%TRP.TOnot top 5

not top 5LGEN.L2.6%

not top 5TEP.PA2.4%

not top 50992.HK2.3%

not top 5APA.AX2.3%

not top 5DNB.OL2.0%

Held in common4.8%

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

ENFR vs FID Returns, Every Period

ALPSENFR

+18.2%

5 years, per year

FIDFirst Trust

+9.1%

5 years, per year

ENFRFIDFaded: behind in that period

4–0ENFR wins

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

Thematic vs Income: ENFR vs FID

YTD

ALPSENFR

+19.5%

FIDFirst Trust

+10.9%

+19.5%Year to date+10.9%

−9.8%Worst drop · 1Y−8.9%

17.5%Volatility · 1Y10.7%

4.2%Yield4.0%

$508MAssets$167M

2–2level

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

Cost, Income and Risk

Fees: ENFR, FID, SCHD, SMH

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

ENFR0.35%$35

SMH0.35%$35

FID0.60%$60

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

Yields: ENFR, FID, SCHD, SMH

4.24%highest, ENFR

FundTrailing yieldYield$10k

ENFR4.24%$424

FID4.02%$402

SCHD3.00%$300

SMH0.24%$24

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

Income After Fees on $10,000

$389most kept, ENFR

ENFR$424 − $35 = $389

FID$402 − $60 = $342

SCHD$300 − $6 = $294

SMH$24 − $35 = −$11

KeptFee

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

Overlap: ENFR, FID, SCHD, SMH

Today

7.9%most shared, SCHD and SMH

ENFRFIDSCHDSMH

ENFR—4.8%1.3%0.0%

FID4.8%—0.0%0.0%

SCHD1.3%0.0%—7.9%

SMH0.0%0.0%7.9%—

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

FIDWorst drop−8.9%10.7% vol

SCHDWorst drop−6.9%11.7% vol

ENFRWorst drop−9.8%17.5% 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

ENFRSCHD

+19.5%Year to date+31.4%

4.2%Yield3.0%

+26.2%Past year+37.0%

0.35%Fee0.06%

3–1SCHD 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

$39.1BAssets$60.7B

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026