Compare · 4 funds side by side · dividends reinvested

MLPB, SCHD, SMH and VIG

MLPBETRACS×SCHDSchwab×SMHVanEck×VIGVanguard×

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

02 / 04

MLPB, SCHD, SMH and VIG, 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%$120B1.8

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

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B2.8

ETRACS Alerian MLP Infrastructure Index ETN Series BThematic · Infrastructure0.85%6.36%+15.6%+19.0%+16.8%+18.8%−12.5%15.1%$208M2.9

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: MLPB 2015 · SCHD 2011 · SMH 2011 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

ETRACS Alerian MLP Infrastructure Index ETN Series B · $208M$23,707

MLPB

SCHD

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

$10,000 five years ago, dividends reinvested

MLPBMeasureSCHD

+15.6%Year to dateJan 1 → Nov 6+31.4%

+19.0%1 yearTotal return+37.0%

+16.8%3 years · per year$10,000 became $15,924 · $17,266+20.0%

+18.8%5 years · per year$10,000 became $23,707 · $16,267+10.2%

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

6.36%Trailing 12-mo yield$636 · $300 a year on $10k3.00%

−12.5%Worst dropSmaller is better−6.9%

15.1%VolatilityLower is calmer11.7%

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

2–6SCHD wins

End-of-day Nov 6, 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 521.4%

MLPBStockSCHD

not top 5PG4.5%

not top 5HD4.3%

not top 5TXN4.3%

not top 5KO4.3%

not top 5AMGN4.1%

Held in common[…]

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

MLPB vs SCHD Returns, Every Period

ETRACSMLPB

+18.8%

5 years, per year

SCHDSchwab

+10.2%

5 years, per year

MLPBSCHDFaded: behind in that period

1–3SCHD wins

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

Thematic vs Income: MLPB vs SCHD

YTD

ETRACSMLPB

+15.6%

SCHDSchwab

+31.4%

+15.6%Year to date+31.4%

−12.5%Worst drop · 1Y−6.9%

15.1%Volatility · 1Y11.7%

6.4%Yield3.0%

$208MAssets$120B

3–1SCHD wins

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

Cost, Income and Risk

Fees: MLPB, SCHD, SMH, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

SMH0.35%$35

MLPB0.85%$85

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

Yields: MLPB, SCHD, SMH, VIG

6.36%highest, MLPB

FundTrailing yieldYield$10k

MLPB6.36%$636

SCHD3.00%$300

VIG1.50%$150

SMH0.24%$24

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

Income After Fees on $10,000

$551most kept, MLPB

MLPB$636 − $85 = $551

SCHD$300 − $6 = $294

VIG$150 − $4 = $146

SMH$24 − $35 = −$11

KeptFee

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

Overlap: MLPB, SCHD, SMH, VIG

Today

14.5%most shared, SCHD and VIG

MLPBSCHDSMHVIG

MLPB—[…][…][…]

SCHD[…]—7.9%14.5%

SMH[…]7.9%—10.3%

VIG[…]14.5%10.3%—

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

VIGWorst drop−7.9%10.8% vol

SCHDWorst drop−6.9%11.7% vol

MLPBWorst drop−12.5%15.1% 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

MLPBSCHD

+15.6%Year to date+31.4%

6.4%Yield3.0%

+19.0%Past year+37.0%

0.85%Fee0.06%

3–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

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

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO 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