EMLP vs SCHD

AEMLP

BSCHD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$20,650EMLP · VIG $16,495

Lowest cost0.04%VIG · $4 on $10k

Most income7.96%JEPI · $796 on $10k

Smallest drop−6.7%JEPI · 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

+23.2%3 years · per year$18,685 · $17,784+21.2%

+15.6%5 years · per year$20,649 · $16,352+10.3%

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

2.77%12-mo yield$277 · $297 on $10k2.97%

−7.9%Worst dropSmaller wins−6.9%

11.1%VolatilityLower wins11.4%

3–3Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsEMLP · SCHD

2.4%OKE1.4%

1.2%CWEN0.1%

Held in common1.5%

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 Four

5Y4 funds

#
1	AEMLP	First Trust North American Energy Infrastructure FundRead Desk	0.95%	2.77%	−0.5%	+19.2%	+21.0%	+23.2%	+15.6%	−7.9%	$4.3B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.47%	−0.3%	+14.0%	+15.9%	+20.2%	+10.5%	−7.9%	$109.1B
3	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
4	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.96%	−0.1%	+7.0%	+9.8%	+12.4%	+7.4%	−6.7%	$46.0B

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

All Four

5Y4 funds

#
1	AEMLP	First Trust North American Energy Infrastructure FundRead Desk	0.95%	2.77%	−0.5%	+19.2%	+21.0%	+23.2%	+15.6%	−7.9%	$4.3B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.47%	−0.3%	+14.0%	+15.9%	+20.2%	+10.5%	−7.9%	$109.1B
3	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
4	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.96%	−0.1%	+7.0%	+9.8%	+12.4%	+7.4%	−6.7%	$46.0B

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

EMLP vs SCHD

EMLP

First Trust North American Energy Infrastructure Fund

$20,650

SCHD

Schwab U.S. Dividend Equity

$16,352

MeasureEMLPSCHD

Fee0.95%0.06%

Cost on $10k a year$95$6

Yield2.77%2.97%

5 years, per year+15.6%+10.3%

3 years, per year+23.2%+21.2%

Worst drop · 1Y−7.9%−6.9%

Volatility · 1Y11.1%11.4%

3–3measures won
level

1.5%

holdings shared

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.0%

VIGVanguard

+14.0%

+18.0%Year to date+14.0%

1.8%Yield1.5%

$45.1BAssets$109B

2–0DGRO 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

Overlap: EMLP, SCHD, VIG, JEPI

Today

30.7%most shared, VIG and JEPI

EMLPSCHDVIGJEPI

EMLP—1.5%2.8%4.9%

SCHD1.5%—14.5%8.2%

VIG2.8%14.5%—30.7%

JEPI4.9%8.2%30.7%—

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

Income After Fees on $10,000

$761most kept, JEPI

JEPI$796 − $35 = $761

SCHD$297 − $6 = $291

EMLP$277 − $95 = $182

VIG$147 − $4 = $143

KeptFee

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