Compare · 2 funds side by side · dividends reinvested

TPYP and SCHD

TPYPTortoise×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$21,769TPYP · best of the two

02 / 04

TPYP and SCHD, 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

Tortoise North American Pipeline ETFSectors · Energy0.40%3.37%+17.9%+22.5%+23.0%+16.8%−9.1%15.5%$856M1.6

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: TPYP 2015 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Tortoise North American Pipeline ETF · $856M$21,769

TPYP

SCHD

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

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

TPYPMeasureSCHD

+17.9%Year to dateJan 1 → Nov 6+31.4%

+22.5%1 yearTotal return+37.0%

+23.0%3 years · per year$10,000 became $18,598 · $17,266+20.0%

+16.8%5 years · per year$10,000 became $21,769 · $16,267+10.2%

0.40%Expense ratio$40 · $6 a year on $10k · lower is better0.06%

3.37%Trailing 12-mo yield$337 · $300 a year on $10k3.00%

−9.1%Worst dropSmaller is better−6.9%

15.5%VolatilityLower is calmer11.7%

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

3–5SCHD wins

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

More Ways to See the Pairs

TPYP vs SCHD: Top 5 Holdings

Today

TPYP

38.3%in top 5

SCHD

in top 521.4%

TPYPStockSCHD

7.8%TRPnot top 5

7.8%ENBnot top 5

7.7%LNGnot top 5

7.5%KMInot top 5

7.4%TRGPnot top 5

not top 5PG4.5%

not top 5HD4.3%

not top 5TXN4.3%

not top 5KO4.3%

not top 5AMGN4.1%

Held in common1.3%

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

TPYP vs SCHD Returns, Every Period

TortoiseTPYP

+16.8%

5 years, per year

SCHDSchwab

+10.2%

5 years, per year

TPYPSCHDFaded: behind in that period

2–2Level

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

Sector vs Income: TPYP vs SCHD

YTD

TortoiseTPYP

+17.9%

SCHDSchwab

+31.4%

+17.9%Year to date+31.4%

−9.1%Worst drop · 1Y−6.9%

15.5%Volatility · 1Y11.7%

3.4%Yield3.0%

$856MAssets$120B

3–1SCHD wins

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

Cost, Income and Risk

Fees: TPYP, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

TPYP0.40%$40

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

Yields: TPYP, SCHD

3.37%highest, TPYP

FundTrailing yieldYield$10k

TPYP3.37%$337

SCHD3.00%$300

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

Income After Fees on $10,000

$297most kept, TPYP

TPYP$337 − $40 = $297

SCHD$300 − $6 = $294

KeptFee

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

Overlap: TPYP, SCHD

Today

1.3%most shared, TPYP and SCHD

TPYPSCHD

TPYP—1.3%

SCHD1.3%—

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

SCHDWorst drop−6.9%11.7% vol

TPYPWorst drop−9.1%15.5% vol

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

Paid More vs Made More

YTD

TPYPSCHD

+17.9%Year to date+31.4%

3.4%Yield3.0%

+22.5%Past year+37.0%

0.40%Fee0.06%

3–1SCHD 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%

$42.6BAssets$46.8B

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026