Compare · 2 funds side by side · dividends reinvested

SCHD and PIPE

SCHDSchwab×PIPEInvesco×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,375SCHD · best of the two

02 / 04

SCHD and PIPE, 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%$123B1.1

Invesco SteelPath MLP & Energy Infrastructure ETFThematic · Infrastructure0.75%4.03%+23.7%+29.9%[…][…]−9.1%17.0%$65M1.8

Rank among the two1st → 2ndFee, 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: SCHD 2011 · PIPE 2025

Head to Head

Swap sides Versus in desk

Head to Head

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

SCHD

PIPE

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

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

SCHDMeasurePIPE

+35.3%Year to dateJan 1 → Nov 5+23.7%

+41.6%1 yearTotal return+29.9%

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

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

0.06%Expense ratio$6 · $75 a year on $10k · lower is better0.75%

2.91%Trailing 12-mo yield$291 · $403 a year on $10k4.03%

−6.9%Worst dropSmaller is better−9.1%

11.5%VolatilityLower is calmer17.0%

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

5–1SCHD wins

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

More Ways to See the Pairs

SCHD vs PIPE: Top 5 Holdings

Today

SCHD

21.7%in top 5

PIPE

in top 532.9%

SCHDStockPIPE

not top 5TRGP8.8%

not top 5PAGP6.8%

not top 5WMB6.1%

not top 5TRP5.9%

not top 5LNG5.4%

4.7%TXNnot top 5

4.4%PGnot top 5

4.3%HDnot top 5

4.2%KOnot top 5

4.2%AMGNnot top 5

Held in common1.3%

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

SCHD vs PIPE Returns, Every Period

SchwabSCHD

+41.6%

past year

PIPEInvesco

+29.9%

past year

SCHDPIPEFaded: behind in that period

2–0SCHD wins

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

Income vs Thematic: SCHD vs PIPE

YTD

SchwabSCHD

+35.3%

PIPEInvesco

+23.7%

+35.3%Year to date+23.7%

−6.9%Worst drop · 1Y−9.1%

11.5%Volatility · 1Y17.0%

2.9%Yield4.0%

$123BAssets$65.0M

3–1SCHD wins

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

Cost, Income and Risk

Fees: SCHD, PIPE

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

PIPE0.75%$75

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

Yields: SCHD, PIPE

4.03%highest, PIPE

FundTrailing yieldYield$10k

PIPE4.03%$403

SCHD2.91%$291

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

KeptFee

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

Overlap: SCHD, PIPE

Today

1.3%most shared, SCHD and PIPE

SCHDPIPE

SCHD—1.3%

PIPE1.3%—

End-of-day Nov 5, 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

PIPEWorst drop−9.1%17.0% vol

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

Paid More vs Made More

YTD

PIPESCHD

+23.7%Year to date+35.3%

4.0%Yield2.9%

+29.9%Past year+41.6%

0.75%Fee0.06%

3–1SCHD wins

End-of-day Nov 5, 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 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

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 5, 2026