Compare · 3 funds side by side · dividends reinvested

MLPI, SCHD and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,267SCHD · best of the three

02 / 04

MLPI, SCHD and IWF, 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%$120B1.1

MLP & Energy Infrastructure High Income ETFIncome · Dividend stocks0.68%14.71%+11.0%[…][…][…][…][…]$870M2.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$115B2.3

Rank among the three1st → 3rdFee, 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: MLPI 2025 · SCHD 2011 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

MLP & Energy Infrastructure High Income ETF · $870M[…]

MLPI

IWF

iShares Russell 1000 Growth ETF · $115B$15,441

$10,000 five years ago, dividends reinvested · they hold 0.2% in common

MLPIMeasureIWF

+11.0%Year to dateJan 1 → Nov 6−5.3%

[…]1 yearTotal return−6.5%

[…]3 years · per year$10,000 became […] · $17,022+19.4%

[…]5 years · per year$10,000 became […] · $15,442+9.1%

0.68%Expense ratio$68 · $18 a year on $10k · lower is better0.18%

14.71%Trailing 12-mo yield$1,471 · $39 a year on $10k0.39%

[…]Worst dropSmaller is better−14.6%

[…]VolatilityLower is calmer19.4%

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

2–1MLPI wins

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

More Ways to See the Pairs

MLPI vs IWF: Top 5 Holdings

Today

MLPI

32.2%in top 5

IWF

in top 539.8%

MLPIStockIWF

not top 5NVDA14.1%

9.1%WMBnot top 5

not top 5AAPL9.0%

6.7%KMInot top 5

not top 5MSFT6.6%

6.5%OKEnot top 5

not top 5GOOGL5.5%

5.1%LNGnot top 5

4.9%TRGPnot top 5

not top 5AVGO4.5%

Held in common0.2%

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

MLPI vs IWF Returns, Every Period

NEOSMLPI

[…]

past year

IWFiShares

−6.5%

past year

MLPIIWFFaded: behind in that period

1–0MLPI wins

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

MLPI vs SCHD

YTD

NEOSMLPI

+11.0%

SCHDSchwab

+31.4%

+11.0%Year to date+31.4%

[…]Worst drop · 1Y−6.9%

[…]Volatility · 1Y11.7%

14.7%Yield3.0%

$870MAssets$120B

1–1level

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

Cost, Income and Risk

Fees: MLPI, SCHD, IWF

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

IWF0.18%$18

MLPI0.68%$68

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

Yields: MLPI, SCHD, IWF

14.71%highest, MLPI

FundTrailing yieldYield$10k

MLPI14.71%$1,471

SCHD3.00%$300

IWF0.39%$39

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

Income After Fees on $10,000

$1,403most kept, MLPI

MLPI$1,471 − $68 = $1,403

SCHD$300 − $6 = $294

IWF$39 − $18 = $21

KeptFee

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

Overlap: MLPI, SCHD, IWF

Today

3.7%most shared, SCHD and IWF

MLPISCHDIWF

MLPI—1.3%0.2%

SCHD1.3%—3.7%

IWF0.2%3.7%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+37.0%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

IWFWorst drop−14.6%19.4% vol

MLPIWorst drop[…][…]

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

MLPISCHD

+11.0%Year to date+31.4%

14.7%Yield3.0%

[…]Past year+37.0%

0.68%Fee0.06%

2–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

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