Compare · 3 funds side by side · dividends reinvested

MLPI, VUG and SCHD

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,153VUG · best of the three

02 / 04

MLPI, VUG and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$123B1.5

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.40%+6.3%+3.4%+25.4%+11.4%−16.1%18.2%$233B1.9

MLP & Energy Infrastructure High Income ETFIncome · Dividend stocks0.68%14.21%+14.9%[…][…][…][…][…]$932M2.0

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

End-of-day Nov 4, 2026 · returns include dividends · since: MLPI 2025 · VUG 2004 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

MLP & Energy Infrastructure High Income ETF · $932M[…]

MLPI

VUG

Vanguard Morningstar Growth ETF · $233B$17,153

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

MLPIMeasureVUG

+14.9%Year to dateJan 1 → Nov 4+6.3%

[…]1 yearTotal return+3.4%

[…]3 years · per year$10,000 became […] · $19,712+25.4%

[…]5 years · per year$10,000 became […] · $17,153+11.4%

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

14.21%Trailing 12-mo yield$1,421 · $40 a year on $10k0.40%

[…]Worst dropSmaller is better−16.1%

[…]VolatilityLower is calmer18.2%

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

2–1MLPI wins

End-of-day Nov 4, 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

33.1%in top 5

VUG

in top 545.2%

MLPIStockVUG

not top 5NVDA13.5%

not top 5AAPL12.5%

not top 5MSFT9.7%

9.6%WMBnot top 5

6.8%KMInot top 5

6.5%OKEnot top 5

5.3%LNGnot top 5

not top 5GOOGL5.2%

5.0%TRGPnot top 5

not top 5AVGO4.3%

Held in common0.2%

End-of-day Nov 4, 2026 · share of each fund

MLPI vs VUG Returns, Every Period

NEOSMLPI

[…]

past year

VUGVanguard

+3.4%

past year

MLPIVUGFaded: behind in that period

1–0MLPI wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

MLPI vs SCHD

YTD

NEOSMLPI

+14.9%

SCHDSchwab

+35.3%

+14.9%Year to date+35.3%

[…]Worst drop · 1Y−6.9%

[…]Volatility · 1Y11.5%

14.2%Yield2.9%

$932MAssets$123B

1–1level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: MLPI, VUG, SCHD

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

SCHD0.06%$6

MLPI0.68%$68

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: MLPI, VUG, SCHD

14.21%highest, MLPI

FundTrailing yieldYield$10k

MLPI14.21%$1,421

SCHD2.91%$291

VUG0.40%$40

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,353most kept, MLPI

MLPI$1,421 − $68 = $1,353

SCHD$291 − $6 = $285

VUG$40 − $3 = $37

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: MLPI, VUG, SCHD

Today

1.4%most shared, MLPI and SCHD

MLPIVUGSCHD

MLPI—0.2%1.4%

VUG0.2%—0.8%

SCHD1.4%0.8%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+41.6%SCHD, at 11.5% volatility

SCHDWorst drop−6.9%11.5% vol

VUGWorst drop−16.1%18.2% vol

MLPIWorst drop[…][…]

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

MLPISCHD

+14.9%Year to date+35.3%

14.2%Yield2.9%

[…]Past year+41.6%

0.68%Fee0.06%

2–1SCHD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026