MLPB vs SCHD

AMLPB

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$34,950SMH · MLPB $23,707

Lowest cost0.06%SCHD · $6 on $10k

Most income6.36%MLPB · $636 on $10k

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

Held in common[…]MLPB and SCHD

MLPB

SCHD

ETRACS Alerian MLP Infrastructure Index ETN Series B · $210MSchwab U.S. Dividend Equity ETF · $120B

+16.8%3 years · per year$15,924 · $17,266+20.0%

+18.8%5 years · per year$23,707 · $16,267+10.2%

0.85%Expense ratio$85 · $6 on $10k · lower wins0.06%

6.36%12-mo yield$636 · $300 on $10k3.00%

−12.5%Worst dropSmaller wins−6.9%

15.1%VolatilityLower wins11.7%

2–4SCHD wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsMLPB · SCHD

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 6, 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%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$60.7B
2	AMLPB	ETRACS Alerian MLP Infrastructure Index ETN Series BRead Desk	0.85%	6.36%	+0.2%	+15.6%	+19.0%	+16.8%	+18.8%	−12.5%	$210M
3	CIBR	First Trust Nasdaq Cybersecurity ETFRead Desk	0.58%	0.43%	0.0%	+27.7%	+21.1%	+27.4%	+11.5%	−20.6%	$16.9B
4	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B

End-of-day Nov 6, 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%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$60.7B
2	AMLPB	ETRACS Alerian MLP Infrastructure Index ETN Series BRead Desk	0.85%	6.36%	+0.2%	+15.6%	+19.0%	+16.8%	+18.8%	−12.5%	$210M
3	CIBR	First Trust Nasdaq Cybersecurity ETFRead Desk	0.58%	0.43%	0.0%	+27.7%	+21.1%	+27.4%	+11.5%	−20.6%	$16.9B
4	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

MLPB vs SCHD

MLPB

ETRACS Alerian MLP Infrastructure Index ETN Series B

$23,707

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureMLPBSCHD

Fee0.85%0.06%

Cost on $10k a year$85$6

Yield6.36%3.00%

5 years, per year+18.8%+10.2%

3 years, per year+16.8%+20.0%

Worst drop · 1Y−12.5%−6.9%

Volatility · 1Y15.1%11.7%

4–2measures won
SCHD first

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

SOXX vs SMH

YTD

iSharesSOXX

+36.2%

SMHVanEck

+28.8%

+36.2%Year to date+28.8%

0.33% · $33Fee · on $10k a year0.35% · $35

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: MLPB, SCHD, CIBR, SMH

Today

7.9%most shared, SCHD and SMH

MLPBSCHDCIBRSMH

MLPB—[…][…][…]

SCHD[…]—3.3%7.9%

CIBR[…]3.3%—5.9%

SMH[…]7.9%5.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$551most kept, MLPB

MLPB$636 − $85 = $551

SCHD$300 − $6 = $294

SMH$24 − $35 = −$11

CIBR$43 − $58 = −$15

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee