ENFR vs SCHD

AENFR

BSCHD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$36,298SMH · ENFR $22,985

Lowest cost0.06%SCHD · $6 on $10k

Most income4.18%ENFR · $418 on $10k

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

Held in common1.3%ENFR and SCHD

ENFR

SCHD

Alerian Energy Infrastructure ETF · $516MSchwab U.S. Dividend Equity ETF · $122B

+23.2%3 years · per year$18,704 · $17,123+19.6%

+18.1%5 years · per year$22,985 · $16,459+10.5%

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

4.18%12-mo yield$418 · $296 on $10k2.96%

−9.8%Worst dropSmaller wins−6.9%

17.5%VolatilityLower wins11.8%

3–3Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsENFR · SCHD

4.9%OKE1.3%

Held in common1.3%

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	AENFR	Alerian Energy Infrastructure ETFRead Desk	0.35%	4.18%	+1.4%	+21.2%	+26.8%	+23.2%	+18.1%	−9.8%	$516M
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%	$121.7B
4	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+6.3%	new	new	new	new	[…]	$14.7B

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	AENFR	Alerian Energy Infrastructure ETFRead Desk	0.35%	4.18%	+1.4%	+21.2%	+26.8%	+23.2%	+18.1%	−9.8%	$516M
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%	$121.7B
4	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+6.3%	new	new	new	new	[…]	$14.7B

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

ENFR vs SCHD

ENFR

Alerian Energy Infrastructure

$22,985

SCHD

Schwab U.S. Dividend Equity

$16,459

MeasureENFRSCHD

Fee0.35%0.06%

Cost on $10k a year$35$6

Yield4.18%2.96%

5 years, per year+18.1%+10.5%

3 years, per year+23.2%+19.6%

Worst drop · 1Y−9.8%−6.9%

Volatility · 1Y17.5%11.8%

3–3measures won
level

1.3%

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%

$122BAssets$109B

2–0SCHD wins

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

$37.5BAssets$60.7B

2–0SOXX 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

Overlap: ENFR, SCHD, DRAM, SMH

Today

8.2%most shared, SCHD and SMH

ENFRSCHDDRAMSMH

ENFR—1.3%0.0%0.0%

SCHD1.3%—0.0%8.2%

DRAM0.0%0.0%—3.1%

SMH0.0%8.2%3.1%—

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

Income After Fees on $10,000

$383most kept, ENFR

ENFR$418 − $35 = $383

SCHD$296 − $6 = $290

SMH$23 − $35 = −$12

DRAM$0 − $65 = −$65

KeptFee

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