AMUB vs SCHD

AAMUB

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$23,805AMUB · VYM $16,941

Lowest cost0.04%VYM · $4 on $10k

Most income6.15%AMUB · $615 on $10k

Smallest drop−6.7%VYM · worst fall in 1Y

Held in common[…]AMUB and SCHD

AMUB

SCHD

ETRACS Alerian MLP Index ETN Class B · $35MSchwab U.S. Dividend Equity ETF · $120B

+16.6%3 years · per year$15,845 · $17,266+20.0%

+18.9%5 years · per year$23,805 · $16,267+10.2%

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

6.15%12-mo yield$615 · $300 on $10k3.00%

−13.2%Worst dropSmaller wins−6.9%

15.3%VolatilityLower wins11.7%

2–4SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsAMUB · SCHD

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

Held in common[…]

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	AAMUB	ETRACS Alerian MLP Index ETN Class BRead Desk	0.80%	6.15%	−0.1%	+14.4%	+17.9%	+16.6%	+18.9%	−13.2%	$35M
2	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
3	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	AAMUB	ETRACS Alerian MLP Index ETN Class BRead Desk	0.80%	6.15%	−0.1%	+14.4%	+17.9%	+16.6%	+18.9%	−13.2%	$35M
2	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
3	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B

End-of-day Nov 6, 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

$23,805

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureAMUBSCHD

Fee0.80%0.06%

Cost on $10k a year$80$6

Yield6.15%3.00%

5 years, per year+18.9%+10.2%

3 years, per year+16.6%+20.0%

Worst drop · 1Y−13.2%−6.9%

Volatility · 1Y15.3%11.7%

4–2measures won
SCHD first

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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%

$40.7BAssets$45.2B

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: AMUB, SCHD, VYM

Today

21.9%most shared, SCHD and VYM

AMUBSCHDVYM

AMUB—[…][…]

SCHD[…]—21.9%

VYM[…]21.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$535most kept, AMUB

AMUB$615 − $80 = $535

SCHD$300 − $6 = $294

VYM$231 − $4 = $227

KeptFee

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