EMLP vs SCHD

AEMLP

BSCHD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$33,824SMH · EMLP $20,216

Lowest cost0.06%SCHD · $6 on $10k

Most income2.98%SCHD · $298 on $10k

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

Held in common1.4%EMLP and SCHD

EMLP

SCHD

First Trust North American Energy Infrastructure Fund · $4.2BSchwab U.S. Dividend Equity ETF · $123B

+21.7%3 years · per year$18,039 · $17,414+20.3%

+15.1%5 years · per year$20,216 · $16,375+10.4%

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

2.85%12-mo yield$285 · $298 on $10k2.98%

−7.9%Worst dropSmaller wins−6.9%

11.2%VolatilityLower wins11.7%

3–3Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsEMLP · SCHD

2.2%OKE1.3%

1.4%CWEN0.1%

Held in common1.4%

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

All Four

5Y4 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$65.4B
2	AEMLP	First Trust North American Energy Infrastructure FundRead Desk	0.95%	2.85%	−1.5%	+16.1%	+18.6%	+21.7%	+15.1%	−7.9%	$4.2B
3	CIBR	First Trust Nasdaq Cybersecurity ETFRead Desk	0.58%	0.43%	−6.5%	+27.7%	+21.3%	+27.4%	+11.8%	−20.6%	$16.9B
4	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B

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

All Four

5Y4 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$65.4B
2	AEMLP	First Trust North American Energy Infrastructure FundRead Desk	0.95%	2.85%	−1.5%	+16.1%	+18.6%	+21.7%	+15.1%	−7.9%	$4.2B
3	CIBR	First Trust Nasdaq Cybersecurity ETFRead Desk	0.58%	0.43%	−6.5%	+27.7%	+21.3%	+27.4%	+11.8%	−20.6%	$16.9B
4	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B

End-of-day Nov 5, 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

$20,216

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureEMLPSCHD

Fee0.95%0.06%

Cost on $10k a year$95$6

Yield2.85%2.98%

5 years, per year+15.1%+10.4%

3 years, per year+21.7%+20.3%

Worst drop · 1Y−7.9%−6.9%

Volatility · 1Y11.2%11.7%

3–3measures won
level

1.4%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

SOXX vs SMH

YTD

iSharesSOXX

+31.6%

SMHVanEck

+24.3%

+31.6%Year to date+24.3%

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

$42.6BAssets$65.4B

2–0SOXX wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: EMLP, SCHD, CIBR, SMH

Today

8.6%most shared, SCHD and SMH

EMLPSCHDCIBRSMH

EMLP—1.4%0.0%0.0%

SCHD1.4%—3.1%8.6%

CIBR0.0%3.1%—5.8%

SMH0.0%8.6%5.8%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

EMLP$285 − $95 = $190

SMH$25 − $35 = −$10

CIBR$43 − $58 = −$15

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee