Compare · 2 funds side by side · dividends reinvested

SCHD and EMLP

SCHDSchwab×EMLPFirst Trust×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$20,336EMLP · best of the two

02 / 04

SCHD and EMLP, 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%$120B1.4

First Trust North American Energy Infrastructure FundThematic · Infrastructure0.95%2.85%+16.1%+17.7%+21.4%+15.3%−7.9%11.2%$4.1B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: SCHD 2011 · EMLP 2012

Head to Head

Swap sides Versus in desk

Head to Head

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

SCHD

EMLP

First Trust North American Energy Infrastructure Fund · $4.1B$20,336

$10,000 five years ago, dividends reinvested · they hold 1.4% in common

SCHDMeasureEMLP

+31.4%Year to dateJan 1 → Nov 6+16.1%

+37.0%1 yearTotal return+17.7%

+20.0%3 years · per year$10,000 became $17,266 · $17,913+21.4%

+10.2%5 years · per year$10,000 became $16,267 · $20,336+15.3%

0.06%Expense ratio$6 · $95 a year on $10k · lower is better0.95%

3.00%Trailing 12-mo yield$300 · $285 a year on $10k2.85%

−6.9%Worst dropSmaller is better−7.9%

11.7%VolatilityLower is calmer11.2%

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

5–3SCHD wins

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

More Ways to See the Pairs

SCHD vs EMLP: Top 5 Holdings

Today

SCHD

21.4%in top 5

EMLP

in top 527.6%

SCHDStockEMLP

not top 5EPD8.9%

not top 5ET7.1%

4.5%PGnot top 5

not top 5MPLX4.4%

4.3%HDnot top 5

4.3%TXNnot top 5

4.3%KOnot top 5

4.1%AMGNnot top 5

not top 5PAGP3.6%

not top 5KMI3.5%

Held in common1.4%

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

SCHD vs EMLP Returns, Every Period

SchwabSCHD

+10.2%

5 years, per year

EMLPFirst Trust

+15.3%

5 years, per year

SCHDEMLPFaded: behind in that period

2–2Level

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

Income vs Thematic: SCHD vs EMLP

YTD

SchwabSCHD

+31.4%

EMLPFirst Trust

+16.1%

+31.4%Year to date+16.1%

−6.9%Worst drop · 1Y−7.9%

11.7%Volatility · 1Y11.2%

3.0%Yield2.8%

$120BAssets$4.1B

3–1SCHD wins

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

Cost, Income and Risk

Fees: SCHD, EMLP

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

EMLP0.95%$95

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

Yields: SCHD, EMLP

3.00%highest, SCHD

FundTrailing yieldYield$10k

SCHD3.00%$300

EMLP2.85%$285

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

EMLP$285 − $95 = $190

KeptFee

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

Overlap: SCHD, EMLP

Today

1.4%most shared, SCHD and EMLP

SCHDEMLP

SCHD—1.4%

EMLP1.4%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+37.0%SCHD, at 11.7% volatility

EMLPWorst drop−7.9%11.2% vol

SCHDWorst drop−6.9%11.7% vol

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

Paid More vs Made More

YTD

SCHDEMLP

+31.4%Year to date+16.1%

3.0%Yield2.8%

+37.0%Past year+17.7%

0.06%Fee0.95%

4–0SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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%

$40.7BAssets$45.2B

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026