Compare · 3 funds side by side · dividends reinvested

VUG, MLPI 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

VUG, MLPI 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%$123B1.4

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$233B2.0

MLP & Energy Infrastructure High Income ETFIncome · Dividend stocks0.68%14.65%+11.4%[…][…][…][…][…]$932M2.0

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: VUG 2004 · MLPI 2025 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Growth ETF · $233B$16,052

VUG

MLPI

MLP & Energy Infrastructure High Income ETF · $932M[…]

$10,000 five years ago, dividends reinvested · they hold 0.2% in common

VUGMeasureMLPI

+0.5%Year to dateJan 1 → Nov 5+11.4%

−0.6%1 yearTotal return[…]

+22.8%3 years · per year$10,000 became $18,532 · […][…]

+9.9%5 years · per year$10,000 became $16,052 · […][…]

0.03%Expense ratio$3 · $68 a year on $10k · lower is better0.68%

0.43%Trailing 12-mo yield$43 · $1,465 a year on $10k14.65%

−15.1%Worst dropSmaller is better[…]

19.0%VolatilityLower is calmer[…]

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

1–2MLPI wins

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

More Ways to See the Pairs

VUG vs MLPI: Top 5 Holdings

Today

VUG

45.2%in top 5

MLPI

in top 532.7%

VUGStockMLPI

13.5%NVDAnot top 5

12.5%AAPLnot top 5

9.7%MSFTnot top 5

not top 5WMB9.4%

not top 5KMI6.7%

not top 5OKE6.5%

5.2%GOOGLnot top 5

not top 5LNG5.2%

not top 5TRGP5.0%

4.3%AVGOnot top 5

Held in common0.2%

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

VUG vs MLPI Returns, Every Period

VanguardVUG

−0.6%

past year

MLPINEOS

[…]

past year

VUGMLPIFaded: behind in that period

0–1MLPI wins

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

Stocks vs Income: VUG vs MLPI

YTD

VanguardVUG

+0.5%

MLPINEOS

+11.4%

+0.5%Year to date+11.4%

−15.1%Worst drop · 1Y[…]

19.0%Volatility · 1Y[…]

0.4%Yield14.7%

$233BAssets$932M

2–0MLPI wins

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

Cost, Income and Risk

Fees: VUG, MLPI, SCHD

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

SCHD0.06%$6

MLPI0.68%$68

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

Yields: VUG, MLPI, SCHD

14.65%highest, MLPI

FundTrailing yieldYield$10k

MLPI14.65%$1,465

SCHD2.98%$298

VUG0.43%$43

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

Income After Fees on $10,000

$1,397most kept, MLPI

MLPI$1,465 − $68 = $1,397

SCHD$298 − $6 = $292

VUG$43 − $3 = $40

KeptFee

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

Overlap: VUG, MLPI, SCHD

Today

1.3%most shared, MLPI and SCHD

VUGMLPISCHD

VUG—0.2%0.8%

MLPI0.2%—1.3%

SCHD0.8%1.3%—

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

VUGWorst drop−15.1%19.0% vol

MLPIWorst drop[…][…]

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

Paid More vs Made More

YTD

MLPISCHD

+11.4%Year to date+32.3%

14.7%Yield3.0%

[…]Past year+38.7%

0.68%Fee0.06%

2–1SCHD 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

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

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