ENFR vs SCHD

AENFR

BSCHD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$23,470ENFR · SCHD $16,881

Lowest cost0.06%SCHD · $6 on $10k

Most income4.10%ENFR · $410 on $10k

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

Held in common1.4%ENFR and SCHD

ENFR

SCHD

Alerian Energy Infrastructure ETF · $523MSchwab U.S. Dividend Equity ETF · $123B

+25.8%3 years · per year$19,910 · $17,908+21.4%

+18.6%5 years · per year$23,470 · $16,881+11.0%

0.35%Expense ratio$35 · $6 on $10k · lower wins0.06%

4.10%12-mo yield$410 · $291 on $10k2.91%

−9.1%Worst dropSmaller wins−6.9%

17.3%VolatilityLower wins11.5%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsENFR · SCHD

4.9%OKE1.4%

Held in common1.4%

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	AENFR	Alerian Energy Infrastructure ETFRead Desk		0.35%	4.10%	−3.6%	+23.5%	+30.1%	+25.8%	+18.6%	−9.1%	$523M
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%	$122.9B

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	AENFR	Alerian Energy Infrastructure ETFRead Desk		0.35%	4.10%	−3.6%	+23.5%	+30.1%	+25.8%	+18.6%	−9.1%	$523M
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%	$122.9B

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

ENFR vs SCHD

ENFR

Alerian Energy Infrastructure

$23,470

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureENFRSCHD

Fee0.35%0.06%

Cost on $10k a year$35$6

Yield4.10%2.91%

5 years, per year+18.6%+11.0%

3 years, per year+25.8%+21.4%

Worst drop · 1Y−9.1%−6.9%

Volatility · 1Y17.3%11.5%

3–3measures won
level

1.4%

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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: ENFR, SCHD

Today

1.4%most shared, ENFR and SCHD

ENFRSCHD

ENFR—1.4%

SCHD1.4%—

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

Income After Fees on $10,000

$375most kept, ENFR

ENFR$410 − $35 = $375

SCHD$291 − $6 = $285

KeptFee

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