EIPX vs SCHD

AEIPX

BSCHD

Measures won0–3SCHD wins · of 6 · 5Y

$10,000 · 5Y$17,749VOO · SCHD $16,352

Lowest cost0.03%VOO · $3 on $10k

Most income2.97%SCHD · $297 on $10k

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

Held in common4.0%EIPX and SCHD

EIPX

SCHD

FT Energy Income Partners Strategy ETF · $590MSchwab U.S. Dividend Equity ETF · $121B

+21.2%3 years · per year$17,798 · $17,784+21.2%

[…]5 years · per year[…] · $16,352+10.3%

0.95%Expense ratio$95 · $6 on $10k · lower wins0.06%

2.68%12-mo yield$268 · $297 on $10k2.97%

−6.9%Worst dropSmaller wins−6.9%

11.8%VolatilityLower wins11.4%

0–3SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsEIPX · SCHD

2.5%OKE1.4%

1.3%SLB1.8%

1.3%EOG1.9%

1.0%CWEN0.1%

Held in common4.0%

End-of-day Nov 3, 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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$1.00T
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B
3	AEIPX	FT Energy Income Partners Strategy ETFRead Desk	0.95%	2.68%	−0.4%	+30.0%	+32.7%	+21.2%	new	−6.9%	$590M

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

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$1.00T
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B
3	AEIPX	FT Energy Income Partners Strategy ETFRead Desk	0.95%	2.68%	−0.4%	+30.0%	+32.7%	+21.2%	new	−6.9%	$590M

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

Cards for this view

EIPX vs SCHD

EIPX

FT Energy Income Partners Strategy

[…]

SCHD

Schwab U.S. Dividend Equity

$16,352

MeasureEIPXSCHD

Fee0.95%0.06%

Cost on $10k a year$95$6

Yield2.68%2.97%

5 years, per year[…]+10.3%

3 years, per year+21.2%+21.2%

Worst drop · 1Y−6.9%−6.9%

Volatility · 1Y11.8%11.4%

3–0measures won
SCHD first

4.0%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV wins

End-of-day Nov 3, 2026

Overlap: EIPX, SCHD, VOO

Today

7.6%most shared, SCHD and VOO

EIPXSCHDVOO

EIPX—4.0%4.0%

SCHD4.0%—7.6%

VOO4.0%7.6%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$291most kept, SCHD

SCHD$297 − $6 = $291

EIPX$268 − $95 = $173

VOO$107 − $3 = $104

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee