Compare · 2 funds side by side · dividends reinvested

ENFR and SCHD

ENFRALPS×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$22,896ENFR · best of the two

02 / 04

ENFR and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$123B1.4

Alerian Energy Infrastructure ETFThematic · Infrastructure0.35%4.10%+23.5%+30.1%+25.8%+18.6%−9.1%17.3%$523M1.6

Rank among the two1st → 2ndFee, 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: ENFR 2013 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Alerian Energy Infrastructure ETF · $523M$22,896

ENFR

SCHD

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

$10,000 five years ago, dividends reinvested · they hold 1.3% in common

ENFRMeasureSCHD

+23.5%Year to dateJan 1 → Nov 5+35.3%

+30.1%1 yearTotal return+41.6%

+25.8%3 years · per year$10,000 became $19,910 · $17,908+21.4%

+18.6%5 years · per year$10,000 became $23,470 · $16,881+11.0%

0.35%Expense ratio$35 · $6 a year on $10k · lower is better0.06%

4.10%Trailing 12-mo yield$410 · $291 a year on $10k2.91%

−9.1%Worst dropSmaller is better−6.9%

17.3%VolatilityLower is calmer11.5%

ENFRSCHD 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

ENFR vs SCHD: Top 5 Holdings

Today

ENFR

34.5%in top 5

SCHD

in top 521.7%

ENFRStockSCHD

8.2%ETnot top 5

7.6%ENB.TOnot top 5

7.2%EPDnot top 5

5.9%WMBnot top 5

5.5%LNGnot top 5

not top 5TXN4.7%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

Held in common1.3%

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

ENFR vs SCHD Returns, Every Period

ALPSENFR

+18.6%

5 years, per year

SCHDSchwab

+11.0%

5 years, per year

ENFRSCHDFaded: behind in that period

2–2Level

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

Thematic vs Income: ENFR vs SCHD

YTD

ALPSENFR

+23.5%

SCHDSchwab

+35.3%

+23.5%Year to date+35.3%

−9.1%Worst drop · 1Y−6.9%

17.3%Volatility · 1Y11.5%

4.1%Yield2.9%

$523MAssets$123B

3–1SCHD wins

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

Cost, Income and Risk

Fees: ENFR, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

ENFR0.35%$35

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

Yields: ENFR, SCHD

4.10%highest, ENFR

FundTrailing yieldYield$10k

ENFR4.10%$410

SCHD2.91%$291

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

Income After Fees on $10,000

$375most kept, ENFR

ENFR$410 − $35 = $375

SCHD$291 − $6 = $285

KeptFee

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

Overlap: ENFR, SCHD

Today

1.3%most shared, ENFR and SCHD

ENFRSCHD

ENFR—1.3%

SCHD1.3%—

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

Return vs Bumpiness: 2 ETFs

+41.6%SCHD, at 11.5% volatility

SCHDWorst drop−6.9%11.5% vol

ENFRWorst drop−9.1%17.3% vol

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

Paid More vs Made More

YTD

ENFRSCHD

+23.5%Year to date+35.3%

4.1%Yield2.9%

+30.1%Past year+41.6%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 5, 2026