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$33,824SMH · 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%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$123B1.5

VanEck Semiconductor ETFThematic · AI & semis0.35%0.25%+24.3%+27.3%+48.4%+27.6%−33.1%42.8%$65.4B2.1

ETRACS Alerian MLP Infrastructure Index ETN Series BThematic · Infrastructure0.85%6.38%+15.3%+20.1%+17.0%+18.4%−12.5%15.2%$214M2.4

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

End-of-day Nov 5, 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 · $214M$23,254

MLPB

SMH

VanEck Semiconductor ETF · $65.4B$33,824

$10,000 five years ago, dividends reinvested

MLPBMeasureSMH

+15.3%Year to dateJan 1 → Nov 5+24.3%

+20.1%1 yearTotal return+27.3%

+17.0%3 years · per year$10,000 became $16,000 · $32,662+48.4%

+18.4%5 years · per year$10,000 became $23,254 · $33,824+27.6%

0.85%Expense ratio$85 · $35 a year on $10k · lower is better0.35%

6.38%Trailing 12-mo yield$638 · $25 a year on $10k0.25%

−12.5%Worst dropSmaller is better−33.1%

15.2%VolatilityLower is calmer42.8%

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

3–5SMH wins

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

More Ways to See the Pairs

MLPB vs SMH: Top 5 Holdings

Today

MLPB

[…]in top 5

SMH

in top 547.4%

MLPBStockSMH

not top 5NVDA20.5%

not top 5TSM9.7%

not top 5TXN6.1%

not top 5AVGO5.8%

not top 5AMD5.4%

Held in common[…]

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

MLPB vs SMH Returns, Every Period

ETRACSMLPB

+18.4%

5 years, per year

SMHVanEck

+27.6%

5 years, per year

MLPBSMHFaded: behind in that period

0–4SMH wins

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

Thematic vs Income: MLPB vs SCHD

YTD

ETRACSMLPB

+15.3%

SCHDSchwab

+32.3%

+15.3%Year to date+32.3%

−12.5%Worst drop · 1Y−6.9%

15.2%Volatility · 1Y11.7%

6.4%Yield3.0%

$214MAssets$123B

3–1SCHD wins

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

Yields: MLPB, SCHD, SMH

6.38%highest, MLPB

FundTrailing yieldYield$10k

MLPB6.38%$638

SCHD2.98%$298

SMH0.25%$25

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

Income After Fees on $10,000

$553most kept, MLPB

MLPB$638 − $85 = $553

SCHD$298 − $6 = $292

SMH$25 − $35 = −$10

KeptFee

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

Return vs Bumpiness: 3 ETFs

+38.7%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

MLPBWorst drop−12.5%15.2% vol

SMHWorst drop−33.1%42.8% vol

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

Paid More vs Made More

YTD

MLPBSCHD

+15.3%Year to date+32.3%

6.4%Yield3.0%

+20.1%Past year+38.7%

0.85%Fee0.06%

3–1SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

SOXX vs SMH

YTD

iSharesSOXX

+31.6%

SMHVanEck

+24.3%

+31.6%Year to date+24.3%

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

$42.6BAssets$65.4B

2–0SOXX wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026