EMLP vs SCHD

AEMLP

BSCHD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$36,298SMH · EMLP $20,285

Lowest cost0.06%SCHD · $6 on $10k

Most income7.93%JEPI · $793 on $10k

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

Held in common1.4%EMLP and SCHD

EMLP

SCHD

First Trust North American Energy Infrastructure Fund · $4.1BSchwab U.S. Dividend Equity ETF · $120B

+20.7%3 years · per year$17,569 · $17,123+19.6%

+15.2%5 years · per year$20,285 · $16,459+10.5%

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

2.82%12-mo yield$282 · $296 on $10k2.96%

−7.9%Worst dropSmaller wins−6.9%

11.3%VolatilityLower wins11.8%

3–3Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsEMLP · SCHD

2.2%OKE1.3%

1.1%CWEN0.1%

Held in common1.4%

End-of-day Nov 9, 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%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	AEMLP	First Trust North American Energy Infrastructure FundRead Desk	0.95%	2.82%	+1.0%	+17.2%	+18.4%	+20.7%	+15.2%	−7.9%	$4.1B
3	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
4	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.93%	+2.1%	+7.5%	+10.9%	+11.0%	+7.6%	−6.7%	$45.2B

End-of-day Nov 9, 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%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	AEMLP	First Trust North American Energy Infrastructure FundRead Desk	0.95%	2.82%	+1.0%	+17.2%	+18.4%	+20.7%	+15.2%	−7.9%	$4.1B
3	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
4	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.93%	+2.1%	+7.5%	+10.9%	+11.0%	+7.6%	−6.7%	$45.2B

End-of-day Nov 9, 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

$20,285

SCHD

Schwab U.S. Dividend Equity

$16,459

MeasureEMLPSCHD

Fee0.95%0.06%

Cost on $10k a year$95$6

Yield2.82%2.96%

5 years, per year+15.2%+10.5%

3 years, per year+20.7%+19.6%

Worst drop · 1Y−7.9%−6.9%

Volatility · 1Y11.3%11.8%

3–3measures won
level

1.4%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SOXX vs SMH

YTD

iSharesSOXX

+46.5%

SMHVanEck

+35.3%

+46.5%Year to date+35.3%

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

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 9, 2026

Overlap: EMLP, SCHD, SMH, JEPI

Today

8.4%most shared, SCHD and JEPI

EMLPSCHDSMHJEPI

EMLP—1.4%0.0%4.7%

SCHD1.4%—8.2%8.4%

SMH0.0%8.2%—7.4%

JEPI4.7%8.4%7.4%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$758most kept, JEPI

JEPI$793 − $35 = $758

SCHD$296 − $6 = $290

EMLP$282 − $95 = $187

SMH$23 − $35 = −$12

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee