Compare · 2 funds side by side · dividends reinvested

MLPR and SCHD

MLPRETRACS×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$32,202MLPR · best of the two

02 / 04

MLPR 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%$123B1.4

ETRACS Quarterly Pay 1.5X Leveraged Alerian MLP Index ETNUnsorted0.95%10.42%+23.8%+31.4%+24.3%+26.4%−16.1%23.3%$10M1.6

Rank among the two1st → 2ndFee, 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: MLPR 2020 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

ETRACS Quarterly Pay 1.5X Leveraged Alerian MLP Index ETN · $10M$32,202

MLPR

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,881

$10,000 five years ago, dividends reinvested

MLPRMeasureSCHD

+23.8%Year to dateJan 1 → Nov 4+35.3%

+31.4%1 yearTotal return+41.6%

+24.3%3 years · per year$10,000 became $19,226 · $17,908+21.4%

+26.4%5 years · per year$10,000 became $32,202 · $16,881+11.0%

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

10.42%Trailing 12-mo yield$1,042 · $291 a year on $10k2.91%

−16.1%Worst dropSmaller is better−6.9%

23.3%VolatilityLower is calmer11.5%

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

3–5SCHD wins

End-of-day Nov 4, 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 521.6%

MLPRStockSCHD

not top 5TXN4.8%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5COP4.1%

Held in common[…]

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

MLPR vs SCHD Returns, Every Period

ETRACSMLPR

+26.4%

5 years, per year

SCHDSchwab

+11.0%

5 years, per year

MLPRSCHDFaded: behind in that period

2–2Level

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

Unsorted vs Income: MLPR vs SCHD

YTD

ETRACSMLPR

+23.8%

SCHDSchwab

+35.3%

+23.8%Year to date+35.3%

−16.1%Worst drop · 1Y−6.9%

23.3%Volatility · 1Y11.5%

10.4%Yield2.9%

$9.8MAssets$123B

3–1SCHD wins

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

Cost, Income and Risk

Fees: MLPR, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

MLPR0.95%$95

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

Yields: MLPR, SCHD

10.42%highest, MLPR

FundTrailing yieldYield$10k

MLPR10.42%$1,042

SCHD2.91%$291

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

Income After Fees on $10,000

$947most kept, MLPR

MLPR$1,042 − $95 = $947

SCHD$291 − $6 = $285

KeptFee

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

Overlap: MLPR, SCHD

Today

[…]holdings […]

MLPRSCHD

MLPR—[…]

SCHD[…]—

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

Return vs Bumpiness: 2 ETFs

+41.6%SCHD, at 11.5% volatility

SCHDWorst drop−6.9%11.5% vol

MLPRWorst drop−16.1%23.3% vol

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

Paid More vs Made More

YTD

MLPRSCHD

+23.8%Year to date+35.3%

10.4%Yield2.9%

+31.4%Past year+41.6%

0.95%Fee0.06%

3–1SCHD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

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

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026