EINC vs SCHD

AEINC

BSCHD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$34,950SMH · EINC $23,627

Lowest cost0.06%SCHD · $6 on $10k

Most income4.87%EINC · $487 on $10k

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

Held in common1.3%EINC and SCHD

EINC

SCHD

VanEck Energy Income ETF · $79MSchwab U.S. Dividend Equity ETF · $120B

+24.6%3 years · per year$19,354 · $17,266+20.0%

+18.8%5 years · per year$23,627 · $16,267+10.2%

0.46%Expense ratio$46 · $6 on $10k · lower wins0.06%

4.87%12-mo yield$487 · $300 on $10k3.00%

−9.6%Worst dropSmaller wins−6.9%

17.6%VolatilityLower wins11.7%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsEINC · SCHD

5.4%OKE1.3%

Held in common1.3%

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	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$60.7B
2	AEINC	VanEck Energy Income ETFRead Desk	0.46%	4.87%	−0.7%	+19.2%	+26.0%	+24.6%	+18.8%	−9.6%	$79M
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	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$60.7B
2	AEINC	VanEck Energy Income ETFRead Desk	0.46%	4.87%	−0.7%	+19.2%	+26.0%	+24.6%	+18.8%	−9.6%	$79M
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

EINC vs SCHD

EINC

VanEck Energy Income

$23,627

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureEINCSCHD

Fee0.46%0.06%

Cost on $10k a year$46$6

Yield4.87%3.00%

5 years, per year+18.8%+10.2%

3 years, per year+24.6%+20.0%

Worst drop · 1Y−9.6%−6.9%

Volatility · 1Y17.6%11.7%

3–3measures won
level

1.3%

holdings shared

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

SOXX vs SMH

YTD

iSharesSOXX

+36.2%

SMHVanEck

+28.8%

+36.2%Year to date+28.8%

0.33% · $33Fee · on $10k a year0.35% · $35

$39.1BAssets$60.7B

2–0SOXX 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

Overlap: EINC, SCHD, SMH

Today

7.9%most shared, SCHD and SMH

EINCSCHDSMH

EINC—1.3%0.0%

SCHD1.3%—7.9%

SMH0.0%7.9%—

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

Income After Fees on $10,000

$441most kept, EINC

EINC$487 − $46 = $441

SCHD$300 − $6 = $294

SMH$24 − $35 = −$11

KeptFee

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