Compare · 3 funds side by side · dividends reinvested

MLPR, SCHD and JEPI

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$32,003MLPR · best of the three

02 / 04

MLPR, SCHD and JEPI, 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%$120B1.8

ETRACS Quarterly Pay 1.5X Leveraged Alerian MLP Index ETNUnsorted0.95%10.79%+19.5%+24.5%+21.9%+26.2%−19.4%23.6%$9M2.0

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$46.8B2.3

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: MLPR 2020 · SCHD 2011 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

ETRACS Quarterly Pay 1.5X Leveraged Alerian MLP Index ETN · $9M$32,003

MLPR

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,267

$10,000 five years ago, dividends reinvested

MLPRMeasureSCHD

+19.5%Year to dateJan 1 → Nov 6+31.4%

+24.5%1 yearTotal return+37.0%

+21.9%3 years · per year$10,000 became $18,135 · $17,266+20.0%

+26.2%5 years · per year$10,000 became $32,003 · $16,267+10.2%

0.95%Expense ratio$95 · $6 a year on $10k · lower is better0.06%

10.79%Trailing 12-mo yield$1,079 · $300 a year on $10k3.00%

−19.4%Worst dropSmaller is better−6.9%

23.6%VolatilityLower is calmer11.7%

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

3–5SCHD wins

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

More Ways to See the Pairs

MLPR vs SCHD: Top 5 Holdings

Today

MLPR

[…]in top 5

SCHD

in top 521.4%

MLPRStockSCHD

not top 5PG4.5%

not top 5HD4.3%

not top 5TXN4.3%

not top 5KO4.3%

not top 5AMGN4.1%

Held in common[…]

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

MLPR vs SCHD Returns, Every Period

ETRACSMLPR

+26.2%

5 years, per year

SCHDSchwab

+10.2%

5 years, per year

MLPRSCHDFaded: behind in that period

2–2Level

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

Unsorted vs Income: MLPR vs JEPI

YTD

ETRACSMLPR

+19.5%

JEPIJ.P. Morgan

+5.3%

+19.5%Year to date+5.3%

−19.4%Worst drop · 1Y−6.7%

23.6%Volatility · 1Y8.8%

10.8%Yield8.1%

$9.5MAssets$46.8B

2–2level

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

Cost, Income and Risk

Fees: MLPR, SCHD, JEPI

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

JEPI0.35%$35

MLPR0.95%$95

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

Yields: MLPR, SCHD, JEPI

10.79%highest, MLPR

FundTrailing yieldYield$10k

MLPR10.79%$1,079

JEPI8.09%$809

SCHD3.00%$300

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

Income After Fees on $10,000

$984most kept, MLPR

MLPR$1,079 − $95 = $984

JEPI$809 − $35 = $774

SCHD$300 − $6 = $294

KeptFee

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

Overlap: MLPR, SCHD, JEPI

Today

8.2%most shared, SCHD and JEPI

MLPRSCHDJEPI

MLPR—[…][…]

SCHD[…]—8.2%

JEPI[…]8.2%—

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

JEPIWorst drop−6.7%8.8% vol

SCHDWorst drop−6.9%11.7% vol

MLPRWorst drop−19.4%23.6% vol

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

Paid More vs Made More

YTD

MLPRSCHD

+19.5%Year to date+31.4%

10.8%Yield3.0%

+24.5%Past year+37.0%

0.95%Fee0.06%

3–1SCHD 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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026