EMLP vs SCHD

AEMLP

BSCHD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$20,628EMLP · SCHD $16,881

Lowest cost0.06%SCHD · $6 on $10k

Most income2.91%SCHD · $291 on $10k

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

Held in common1.5%EMLP and SCHD

EMLP

SCHD

First Trust North American Energy Infrastructure Fund · $4.3BSchwab U.S. Dividend Equity ETF · $121B

+22.6%3 years · per year$18,412 · $17,908+21.4%

+15.6%5 years · per year$20,628 · $16,881+11.0%

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

2.80%12-mo yield$280 · $291 on $10k2.91%

−7.9%Worst dropSmaller wins−6.9%

11.1%VolatilityLower wins11.5%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsEMLP · SCHD

2.3%OKE1.4%

1.3%CWEN0.1%

Held in common1.5%

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	AEMLP	First Trust North American Energy Infrastructure FundRead Desk		0.95%	2.80%	−1.1%	+17.9%	+19.8%	+22.6%	+15.6%	−7.9%	$4.3B
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	AEMLP	First Trust North American Energy Infrastructure FundRead Desk		0.95%	2.80%	−1.1%	+17.9%	+19.8%	+22.6%	+15.6%	−7.9%	$4.3B
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

EMLP vs SCHD

EMLP

First Trust North American Energy Infrastructure Fund

$20,628

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureEMLPSCHD

Fee0.95%0.06%

Cost on $10k a year$95$6

Yield2.80%2.91%

5 years, per year+15.6%+11.0%

3 years, per year+22.6%+21.4%

Worst drop · 1Y−7.9%−6.9%

Volatility · 1Y11.1%11.5%

3–3measures won
level

1.5%

holdings shared

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: EMLP, SCHD

Today

1.5%most shared, EMLP and SCHD

EMLPSCHD

EMLP—1.5%

SCHD1.5%—

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

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

EMLP$280 − $95 = $185

KeptFee

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