Compare · 4 funds side by side · dividends reinvested

MLPI, SCHD, SPY and VIG

MLPINEOS×SCHDSchwab×SPYSPDR×VIGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,493SPY · best of the four

02 / 04

MLPI, SCHD, SPY and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$122B1.8

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+14.8%+17.6%+18.8%+10.7%−7.9%11.0%$109B2.0

MLP & Energy Infrastructure High Income ETFIncome · Dividend stocks0.68%14.43%+13.2%[…][…][…][…][…]$872M2.7

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.2%+13.5%+21.9%+11.8%−8.9%13.7%$778B2.8

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: MLPI 2025 · SCHD 2011 · SPY 1993 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

MLP & Energy Infrastructure High Income ETF · $872M[…]

MLPI

SCHD

Schwab U.S. Dividend Equity ETF · $122B$16,459

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

MLPIMeasureSCHD

+13.2%Year to dateJan 1 → Nov 9+33.2%

[…]1 yearTotal return+39.1%

[…]3 years · per year$10,000 became […] · $17,123+19.6%

[…]5 years · per year$10,000 became […] · $16,459+10.5%

0.68%Expense ratio$68 · $6 a year on $10k · lower is better0.06%

14.43%Trailing 12-mo yield$1,443 · $296 a year on $10k2.96%

[…]Worst dropSmaller is better−6.9%

[…]VolatilityLower is calmer11.8%

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

1–2SCHD wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

MLPI vs SCHD: Top 5 Holdings

Today

MLPI

32.0%in top 5

SCHD

in top 521.4%

MLPIStockSCHD

9.1%WMBnot top 5

6.6%KMInot top 5

6.4%OKEnot top 5

5.1%LNGnot top 5

4.8%MPLXnot top 5

not top 5PG4.4%

not top 5TXN4.3%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

Held in common1.3%

End-of-day Nov 9, 2026 · share of each fund

MLPI vs SCHD Returns, Every Period

NEOSMLPI

[…]

past year

SCHDSchwab

+39.1%

past year

MLPISCHDFaded: behind in that period

0–1SCHD wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

MLPI vs SCHD

YTD

NEOSMLPI

+13.2%

SCHDSchwab

+33.2%

+13.2%Year to date+33.2%

[…]Worst drop · 1Y−6.9%

[…]Volatility · 1Y11.8%

14.4%Yield3.0%

$872MAssets$122B

1–1level

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: MLPI, SCHD, SPY, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

SPY0.09%$9

MLPI0.68%$68

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: MLPI, SCHD, SPY, VIG

14.43%highest, MLPI

FundTrailing yieldYield$10k

MLPI14.43%$1,443

SCHD2.96%$296

VIG1.46%$146

SPY1.01%$101

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,375most kept, MLPI

MLPI$1,443 − $68 = $1,375

SCHD$296 − $6 = $290

VIG$146 − $4 = $142

SPY$101 − $9 = $92

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: MLPI, SCHD, SPY, VIG

Today

42.6%most shared, SPY and VIG

MLPISCHDSPYVIG

MLPI—1.3%0.4%0.1%

SCHD1.3%—8.6%14.5%

SPY0.4%8.6%—42.6%

VIG0.1%14.5%42.6%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+39.1%SCHD, at 11.8% volatility

VIGWorst drop−7.9%11.0% vol

SCHDWorst drop−6.9%11.8% vol

SPYWorst drop−8.9%13.7% vol

MLPIWorst drop[…][…]

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

MLPISCHD

+13.2%Year to date+33.2%

14.4%Yield3.0%

[…]Past year+39.1%

0.68%Fee0.06%

2–1SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$45.5BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026