Compare · 4 funds side by side · dividends reinvested

PIPE, VIG, SMH and SCHD

PIPEInvesco×VIGVanguard×SMHVanEck×SCHDSchwab×

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, VIG, SMH and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$123B1.6

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.49%+12.5%+15.2%+18.9%+10.3%−7.9%10.8%$109B2.6

VanEck Semiconductor ETFThematic · AI & semis0.35%0.25%+24.3%+27.3%+48.4%+27.6%−33.1%42.8%$65.4B2.6

Invesco SteelPath MLP & Energy Infrastructure ETFThematic · Infrastructure0.75%4.17%+19.5%+27.1%[…][…]−10.3%17.3%$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 · VIG 2006 · SMH 2011 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

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

PIPE

VIG

Vanguard Dividend Appreciation ETF · $109B$16,331

$10,000 five years ago, dividends reinvested · they hold 0.1% in common

PIPEMeasureVIG

+19.5%Year to dateJan 1 → Nov 5+12.5%

+27.1%1 yearTotal return+15.2%

[…]3 years · per year$10,000 became […] · $16,814+18.9%

[…]5 years · per year$10,000 became […] · $16,331+10.3%

0.75%Expense ratio$75 · $4 a year on $10k · lower is better0.04%

4.17%Trailing 12-mo yield$417 · $149 a year on $10k1.49%

−10.3%Worst dropSmaller is better−7.9%

17.3%VolatilityLower is calmer10.8%

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

3–3Level

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 VIG: Top 5 Holdings

Today

PIPE

32.9%in top 5

VIG

in top 522.1%

PIPEStockVIG

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 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

Held in common0.1%

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

PIPE vs VIG Returns, Every Period

InvescoPIPE

+27.1%

past year

VIGVanguard

+15.2%

past year

PIPEVIGFaded: behind in that period

2–0PIPE wins

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

Thematic vs Income: PIPE vs SCHD

YTD

InvescoPIPE

+19.5%

SCHDSchwab

+32.3%

+19.5%Year to date+32.3%

−10.3%Worst drop · 1Y−6.9%

17.3%Volatility · 1Y11.7%

4.2%Yield3.0%

$65.0MAssets$123B

3–1SCHD wins

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

Cost, Income and Risk

Fees: PIPE, VIG, SMH, SCHD

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, VIG, SMH, SCHD

4.17%highest, PIPE

FundTrailing yieldYield$10k

PIPE4.17%$417

SCHD2.98%$298

VIG1.49%$149

SMH0.25%$25

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

Income After Fees on $10,000

$342most kept, PIPE

PIPE$417 − $75 = $342

SCHD$298 − $6 = $292

VIG$149 − $4 = $145

SMH$25 − $35 = −$10

KeptFee

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

Overlap: PIPE, VIG, SMH, SCHD

Today

14.5%most shared, VIG and SCHD

PIPEVIGSMHSCHD

PIPE—0.1%0.0%1.3%

VIG0.1%—10.3%14.5%

SMH0.0%10.3%—8.6%

SCHD1.3%14.5%8.6%—

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

Return vs Bumpiness: 4 ETFs

+38.7%SCHD, at 11.7% volatility

VIGWorst drop−7.9%10.8% vol

SCHDWorst drop−6.9%11.7% vol

PIPEWorst drop−10.3%17.3% vol

SMHWorst drop−33.1%42.8% vol

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

Paid More vs Made More

YTD

PIPESCHD

+19.5%Year to date+32.3%

4.2%Yield3.0%

+27.1%Past year+38.7%

0.75%Fee0.06%

3–1SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Four

SOXX vs SMH

YTD

iSharesSOXX

+31.6%

SMHVanEck

+24.3%

+31.6%Year to date+24.3%

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

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026