Compare · 4 funds side by side · dividends reinvested

MLPI, VUG, IWF and SCHD

MLPINEOS×VUGVanguard×IWFiShares×SCHDSchwab×

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

02 / 04

MLPI, VUG, IWF and SCHD, 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%$120B1.4

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.1

MLP & Energy Infrastructure High Income ETFIncome · Dividend stocks0.68%14.71%+11.0%[…][…][…][…][…]$870M2.3

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$115B3.1

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: MLPI 2025 · VUG 2004 · IWF 2000 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

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

MLPI

VUG

Vanguard Morningstar Growth ETF · $233B$16,124

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

MLPIMeasureVUG

+11.0%Year to dateJan 1 → Nov 6+1.4%

[…]1 yearTotal return+0.2%

[…]3 years · per year$10,000 became […] · $18,415+22.6%

[…]5 years · per year$10,000 became […] · $16,124+10.0%

0.68%Expense ratio$68 · $3 a year on $10k · lower is better0.03%

14.71%Trailing 12-mo yield$1,471 · $42 a year on $10k0.42%

[…]Worst dropSmaller is better−15.1%

[…]VolatilityLower is calmer19.0%

MLPIVUG 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 VUG: Top 5 Holdings

Today

MLPI

32.2%in top 5

VUG

in top 545.2%

MLPIStockVUG

not top 5NVDA13.5%

not top 5AAPL12.5%

not top 5MSFT9.7%

9.1%WMBnot top 5

6.7%KMInot top 5

6.5%OKEnot top 5

not top 5GOOGL5.2%

5.1%LNGnot top 5

4.9%TRGPnot top 5

not top 5AVGO4.3%

Held in common0.2%

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

MLPI vs VUG Returns, Every Period

NEOSMLPI

[…]

past year

VUGVanguard

+0.2%

past year

MLPIVUGFaded: 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, VUG, IWF, SCHD

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

SCHD0.06%$6

IWF0.18%$18

MLPI0.68%$68

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

Yields: MLPI, VUG, IWF, SCHD

14.71%highest, MLPI

FundTrailing yieldYield$10k

MLPI14.71%$1,471

SCHD3.00%$300

VUG0.42%$42

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

VUG$42 − $3 = $39

IWF$39 − $18 = $21

KeptFee

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

Overlap: MLPI, VUG, IWF, SCHD

Today

78.0%most shared, VUG and IWF

MLPIVUGIWFSCHD

MLPI—0.2%0.2%1.3%

VUG0.2%—78.0%0.8%

IWF0.2%78.0%—3.7%

SCHD1.3%0.8%3.7%—

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

SCHDWorst drop−6.9%11.7% vol

VUGWorst drop−15.1%19.0% 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 Four

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