Compare · 3 funds side by side · dividends reinvested

TPZ, FTHI and SCHD

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

02 / 04

TPZ, FTHI 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%$120B1.5

First Trust BuyWrite Income ETFIncome · Covered calls0.75%9.38%+2.8%+4.3%+13.9%+9.4%−5.5%10.2%$2.6B1.6

Tortoise Electrification Infrastructure ETFIncome · Covered calls0.85%3.80%−0.9%−1.8%[…][…]−12.6%16.4%$107M2.8

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: TPZ 2024 · FTHI 2014 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Tortoise Electrification Infrastructure ETF · $107M[…]

TPZ

FTHI

First Trust BuyWrite Income ETF · $2.6B$15,675

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

TPZMeasureFTHI

−0.9%Year to dateJan 1 → Nov 5+2.8%

−1.8%1 yearTotal return+4.3%

[…]3 years · per year$10,000 became […] · $14,771+13.9%

[…]5 years · per year$10,000 became […] · $15,675+9.4%

0.85%Expense ratio$85 · $75 a year on $10k · lower is better0.75%

3.80%Trailing 12-mo yield$380 · $938 a year on $10k9.38%

−12.6%Worst dropSmaller is better−5.5%

16.4%VolatilityLower is calmer10.2%

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

0–6FTHI wins

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

More Ways to See the Pairs

TPZ vs FTHI: Top 5 Holdings

Today

TPZ

38.1%in top 5

FTHI

in top 523.4%

TPZStockFTHI

8.9%TRGPnot top 5

8.4%LNGnot top 5

not top 5AAPL8.2%

7.6%ETnot top 5

6.8%ETRnot top 5

6.4%WMBnot top 5

not top 5NVDA6.3%

not top 5MSFT3.4%

not top 5JPM2.7%

not top 5AMZN2.7%

Held in common1.3%

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

TPZ vs FTHI Returns, Every Period

TortoiseTPZ

−1.8%

past year

FTHIFirst Trust

+4.3%

past year

TPZFTHIFaded: behind in that period

0–2FTHI wins

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

TPZ vs FTHI

YTD

TortoiseTPZ

−0.9%

FTHIFirst Trust

+2.8%

−0.9%Year to date+2.8%

−12.6%Worst drop · 1Y−5.5%

16.4%Volatility · 1Y10.2%

3.8%Yield9.4%

$107MAssets$2.6B

4–0FTHI wins

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

Cost, Income and Risk

Fees: TPZ, FTHI, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

FTHI0.75%$75

TPZ0.85%$85

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

Yields: TPZ, FTHI, SCHD

9.38%highest, FTHI

FundTrailing yieldYield$10k

FTHI9.38%$938

TPZ3.80%$380

SCHD2.98%$298

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

Income After Fees on $10,000

$863most kept, FTHI

FTHI$938 − $75 = $863

TPZ$380 − $85 = $295

SCHD$298 − $6 = $292

KeptFee

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

Overlap: TPZ, FTHI, SCHD

Today

6.0%most shared, FTHI and SCHD

TPZFTHISCHD

TPZ—1.3%1.3%

FTHI1.3%—6.0%

SCHD1.3%6.0%—

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

FTHIWorst drop−5.5%10.2% vol

SCHDWorst drop−6.9%11.7% vol

TPZWorst drop−12.6%16.4% vol

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

Paid More vs Made More

YTD

FTHISCHD

+2.8%Year to date+32.3%

9.4%Yield3.0%

+4.3%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%

$120BAssets$109B

2–0SCHD 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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026