Compare · 3 funds side by side · dividends reinvested

MLPB, SCHD and SMH

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$38,820SMH · best of the three

02 / 04

MLPB, SCHD and SMH, 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%$121B1.6

VanEck Semiconductor ETFThematic · AI & semis0.35%0.22%+40.0%+38.2%+54.7%+31.2%−24.6%41.2%$65.8B2.0

ETRACS Alerian MLP Infrastructure Index ETN Series BThematic · Infrastructure0.85%6.21%+18.4%+22.7%+18.2%+18.9%−10.2%14.9%$222M2.4

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: MLPB 2015 · SCHD 2011 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

ETRACS Alerian MLP Infrastructure Index ETN Series B · $222M$23,804

MLPB

SCHD

Schwab U.S. Dividend Equity ETF · $121B$16,881

$10,000 five years ago, dividends reinvested

MLPBMeasureSCHD

+18.4%Year to dateJan 1 → Nov 4+35.3%

+22.7%1 yearTotal return+41.6%

+18.2%3 years · per year$10,000 became $16,506 · $17,908+21.4%

+18.9%5 years · per year$10,000 became $23,804 · $16,881+11.0%

0.85%Expense ratio$85 · $6 a year on $10k · lower is better0.06%

6.21%Trailing 12-mo yield$621 · $291 a year on $10k2.91%

−10.2%Worst dropSmaller is better−6.9%

14.9%VolatilityLower is calmer11.5%

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

2–6SCHD wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

MLPB vs SCHD: Top 5 Holdings

Today

MLPB

[…]in top 5

SCHD

in top 521.6%

MLPBStockSCHD

not top 5TXN4.8%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5COP4.1%

Held in common[…]

End-of-day Nov 4, 2026 · share of each fund

MLPB vs SCHD Returns, Every Period

ETRACSMLPB

+18.9%

5 years, per year

SCHDSchwab

+11.0%

5 years, per year

MLPBSCHDFaded: behind in that period

1–3SCHD wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Thematic vs Income: MLPB vs SCHD

YTD

ETRACSMLPB

+18.4%

SCHDSchwab

+35.3%

+18.4%Year to date+35.3%

−10.2%Worst drop · 1Y−6.9%

14.9%Volatility · 1Y11.5%

6.2%Yield2.9%

$222MAssets$121B

3–1SCHD wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: MLPB, SCHD, SMH

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

SMH0.35%$35

MLPB0.85%$85

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: MLPB, SCHD, SMH

6.21%highest, MLPB

FundTrailing yieldYield$10k

MLPB6.21%$621

SCHD2.91%$291

SMH0.22%$22

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$536most kept, MLPB

MLPB$621 − $85 = $536

SCHD$291 − $6 = $285

SMH$22 − $35 = −$13

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: MLPB, SCHD, SMH

Today

8.6%most shared, SCHD and SMH

MLPBSCHDSMH

MLPB—[…][…]

SCHD[…]—8.6%

SMH[…]8.6%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+41.6%SCHD, at 11.5% volatility

SCHDWorst drop−6.9%11.5% vol

MLPBWorst drop−10.2%14.9% vol

SMHWorst drop−24.6%41.2% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

MLPBSMH

+18.4%Year to date+40.0%

6.2%Yield0.2%

+22.7%Past year+38.2%

0.85%Fee0.35%

3–1SMH wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

SOXX vs SMH

YTD

iSharesSOXX

+49.8%

SMHVanEck

+40.0%

+49.8%Year to date+40.0%

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

$44.3BAssets$65.8B

2–0SOXX wins

End-of-day Nov 4, 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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026