Compare · 3 funds side by side · dividends reinvested

SCHD, PIPE and SMH

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

02 / 04

SCHD, PIPE and SMH, 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%$123B1.4

VanEck Semiconductor ETFThematic · AI & semis0.35%0.25%+24.3%+27.3%+48.4%+27.6%−33.1%42.8%$65.4B2.1

Invesco SteelPath MLP & Energy Infrastructure ETFThematic · Infrastructure0.75%4.17%+19.5%+27.1%[…][…]−10.3%17.3%$65M2.3

Rank among the three1st → 3rdFee, 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 · SMH 2011

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

+32.3%Year to dateJan 1 → Nov 5+19.5%

+38.7%1 yearTotal return+27.1%

+20.3%3 years · per year$10,000 became $17,414 · […][…]

+10.4%5 years · per year$10,000 became $16,375 · […][…]

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

2.98%Trailing 12-mo yield$298 · $417 a year on $10k4.17%

−6.9%Worst dropSmaller is better−10.3%

11.7%VolatilityLower is calmer17.3%

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

+38.7%

past year

PIPEInvesco

+27.1%

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

+32.3%

PIPEInvesco

+19.5%

+32.3%Year to date+19.5%

−6.9%Worst drop · 1Y−10.3%

11.7%Volatility · 1Y17.3%

3.0%Yield4.2%

$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, SMH

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

SMH0.35%$35

PIPE0.75%$75

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

Yields: SCHD, PIPE, SMH

4.17%highest, PIPE

FundTrailing yieldYield$10k

PIPE4.17%$417

SCHD2.98%$298

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

SMH$25 − $35 = −$10

KeptFee

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

Overlap: SCHD, PIPE, SMH

Today

8.6%most shared, SCHD and SMH

SCHDPIPESMH

SCHD—1.3%8.6%

PIPE1.3%—0.0%

SMH8.6%0.0%—

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

Return vs Bumpiness: 3 ETFs

+38.7%SCHD, at 11.7% volatility

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 Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

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

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