AMUB vs SCHD

AAMUB

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$24,842AMUB · SCHD $16,881

Lowest cost0.06%SCHD · $6 on $10k

Most income5.78%AMUB · $578 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common[…]AMUB and SCHD

AMUB

SCHD

ETRACS Alerian MLP Index ETN Class B · $38MSchwab U.S. Dividend Equity ETF · $121B

+19.7%3 years · per year$17,141 · $17,908+21.4%

+20.0%5 years · per year$24,842 · $16,881+11.0%

0.80%Expense ratio$80 · $6 on $10k · lower wins0.06%

5.78%12-mo yield$578 · $291 on $10k2.91%

−9.7%Worst dropSmaller wins−6.9%

14.8%VolatilityLower wins11.5%

2–4SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsAMUB · SCHD

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	AAMUB	ETRACS Alerian MLP Index ETN Class BRead Desk		0.80%	5.78%	0.0%	+21.9%	+27.1%	+19.7%	+20.0%	−9.7%	$38M
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$121.5B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AAMUB	ETRACS Alerian MLP Index ETN Class BRead Desk		0.80%	5.78%	0.0%	+21.9%	+27.1%	+19.7%	+20.0%	−9.7%	$38M
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$121.5B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

AMUB vs SCHD

AMUB

ETRACS Alerian MLP Index ETN Class B

$24,842

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureAMUBSCHD

Fee0.80%0.06%

Cost on $10k a year$80$6

Yield5.78%2.91%

5 years, per year+20.0%+11.0%

3 years, per year+19.7%+21.4%

Worst drop · 1Y−9.7%−6.9%

Volatility · 1Y14.8%11.5%

4–2measures won
SCHD first

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: AMUB, SCHD

Today

[…]holdings […]

AMUBSCHD

AMUB—[…]

SCHD[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$498most kept, AMUB

AMUB$578 − $80 = $498

SCHD$291 − $6 = $285

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee