ENFR vs SCHD

AENFR

BSCHD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$33,824SMH · ENFR $22,896

Lowest cost0.06%SCHD · $6 on $10k

Most income4.22%ENFR · $422 on $10k

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

Held in common1.3%ENFR and SCHD

ENFR

SCHD

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

+24.4%3 years · per year$19,258 · $17,414+20.3%

+18.0%5 years · per year$22,896 · $16,375+10.4%

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

4.22%12-mo yield$422 · $298 on $10k2.98%

−9.4%Worst dropSmaller wins−6.9%

17.5%VolatilityLower wins11.7%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsENFR · SCHD

4.9%OKE1.3%

Held in common1.3%

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 Three

5Y3 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	AENFR	Alerian Energy Infrastructure ETFRead Desk	0.35%	4.22%	−2.8%	+20.1%	+28.1%	+24.4%	+18.0%	−9.4%	$523M
3	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 Three

5Y3 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	AENFR	Alerian Energy Infrastructure ETFRead Desk	0.35%	4.22%	−2.8%	+20.1%	+28.1%	+24.4%	+18.0%	−9.4%	$523M
3	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

ENFR vs SCHD

ENFR

Alerian Energy Infrastructure

$22,896

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureENFRSCHD

Fee0.35%0.06%

Cost on $10k a year$35$6

Yield4.22%2.98%

5 years, per year+18.0%+10.4%

3 years, per year+24.4%+20.3%

Worst drop · 1Y−9.4%−6.9%

Volatility · 1Y17.5%11.7%

3–3measures won
level

1.3%

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: ENFR, SCHD, SMH

Today

8.6%most shared, SCHD and SMH

ENFRSCHDSMH

ENFR—1.3%0.0%

SCHD1.3%—8.6%

SMH0.0%8.6%—

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

Income After Fees on $10,000

$387most kept, ENFR

ENFR$422 − $35 = $387

SCHD$298 − $6 = $292

SMH$25 − $35 = −$10

KeptFee

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