Compare · 4 funds side by side · dividends reinvested

PIPE, SCHD, SMH and VIG

PIPEInvesco×SCHDSchwab×SMHVanEck×VIGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$33,824SMH · best of the four

02 / 04

PIPE, SCHD, SMH and VIG, 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%$123B1.9

VanEck Semiconductor ETFThematic · AI & semis0.35%0.22%+40.0%+38.2%+54.7%+31.2%−24.6%41.2%$65.4B2.5

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B2.5

Invesco SteelPath MLP & Energy Infrastructure ETFThematic · Infrastructure0.75%4.03%+23.7%+29.9%[…][…]−9.1%17.0%$65M2.8

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

End-of-day Nov 5, 2026 · returns include dividends · since: PIPE 2025 · SCHD 2011 · SMH 2011 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Invesco SteelPath MLP & Energy Infrastructure ETF · $65M[…]

PIPE

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,375

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

PIPEMeasureSCHD

+23.7%Year to dateJan 1 → Nov 5+35.3%

+29.9%1 yearTotal return+41.6%

[…]3 years · per year$10,000 became […] · $17,908+21.4%

[…]5 years · per year$10,000 became […] · $16,881+11.0%

0.75%Expense ratio$75 · $6 a year on $10k · lower is better0.06%

4.03%Trailing 12-mo yield$403 · $291 a year on $10k2.91%

−9.1%Worst dropSmaller is better−6.9%

17.0%VolatilityLower is calmer11.5%

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

1–5SCHD wins

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

More Ways to See the Pairs

PIPE vs SCHD: Top 5 Holdings

Today

PIPE

32.9%in top 5

SCHD

in top 521.7%

PIPEStockSCHD

8.8%TRGPnot top 5

6.8%PAGPnot top 5

6.1%WMBnot top 5

5.9%TRPnot top 5

5.4%LNGnot top 5

not top 5TXN4.7%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

Held in common1.3%

End-of-day Nov 5, 2026 · share of each fund

PIPE vs SCHD Returns, Every Period

InvescoPIPE

+29.9%

past year

SCHDSchwab

+41.6%

past year

PIPESCHDFaded: behind in that period

0–2SCHD wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Thematic vs Income: PIPE vs SCHD

YTD

InvescoPIPE

+23.7%

SCHDSchwab

+35.3%

+23.7%Year to date+35.3%

−9.1%Worst drop · 1Y−6.9%

17.0%Volatility · 1Y11.5%

4.0%Yield2.9%

$65.0MAssets$123B

3–1SCHD wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PIPE, SCHD, SMH, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

SMH0.35%$35

PIPE0.75%$75

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: PIPE, SCHD, SMH, VIG

4.03%highest, PIPE

FundTrailing yieldYield$10k

PIPE4.03%$403

SCHD2.91%$291

VIG1.44%$144

SMH0.22%$22

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$328most kept, PIPE

PIPE$403 − $75 = $328

SCHD$291 − $6 = $285

VIG$144 − $4 = $140

SMH$22 − $35 = −$13

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: PIPE, SCHD, SMH, VIG

Today

14.5%most shared, SCHD and VIG

PIPESCHDSMHVIG

PIPE—1.3%0.0%0.1%

SCHD1.3%—8.6%14.5%

SMH0.0%8.6%—10.3%

VIG0.1%14.5%10.3%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+41.6%SCHD, at 11.5% volatility

VIGWorst drop−7.9%10.2% vol

SCHDWorst drop−6.9%11.5% vol

PIPEWorst drop−9.1%17.0% vol

SMHWorst drop−24.6%41.2% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

PIPESMH

+23.7%Year to date+40.0%

4.0%Yield0.2%

+29.9%Past year+38.2%

0.75%Fee0.35%

3–1SMH wins

End-of-day Nov 5, 2026

Popular Pairs Near These Four

SOXX vs SMH

YTD

iSharesSOXX

+49.8%

SMHVanEck

+40.0%

+49.8%Year to date+40.0%

0.33% · $33Fee · on $10k a year0.35% · $35

$42.6BAssets$65.4B

2–0SOXX wins

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 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 5, 2026