MLPA vs SCHD

AMLPA

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$20,419MLPA · SCHD $16,881

Lowest cost0.06%SCHD · $6 on $10k

Most income7.64%MLPA · $764 on $10k

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

Held in common0.0%MLPA and SCHD

MLPA

SCHD

Global X - MLP ETF · $2.4BSchwab U.S. Dividend Equity ETF · $121B

+14.4%3 years · per year$14,983 · $17,908+21.4%

+15.3%5 years · per year$20,419 · $16,881+11.0%

0.77%Expense ratio$77 · $6 on $10k · lower wins0.06%

7.64%12-mo yield$764 · $291 on $10k2.91%

−8.9%Worst dropSmaller wins−6.9%

13.1%VolatilityLower wins11.5%

2–4SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsMLPA · SCHD

0.0%OKE1.4%

Held in common0.0%

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	AMLPA	Global X - MLP ETFRead Desk		0.77%	7.64%	−3.1%	+15.0%	+18.2%	+14.4%	+15.3%	−8.9%	$2.4B
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%	$121.5B

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	AMLPA	Global X - MLP ETFRead Desk		0.77%	7.64%	−3.1%	+15.0%	+18.2%	+14.4%	+15.3%	−8.9%	$2.4B
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%	$121.5B

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

MLPA vs SCHD

MLPA

Global X - MLP

$20,419

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureMLPASCHD

Fee0.77%0.06%

Cost on $10k a year$77$6

Yield7.64%2.91%

5 years, per year+15.3%+11.0%

3 years, per year+14.4%+21.4%

Worst drop · 1Y−8.9%−6.9%

Volatility · 1Y13.1%11.5%

4–2measures won
SCHD first

0.0%

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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: MLPA, SCHD

Today

0.0%most shared, MLPA and SCHD

MLPASCHD

MLPA—0.0%

SCHD0.0%—

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

Income After Fees on $10,000

$687most kept, MLPA

MLPA$764 − $77 = $687

SCHD$291 − $6 = $285

KeptFee

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