MLPB vs SCHD

AMLPB

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$36,298SMH · MLPB $23,460

Lowest cost0.04%VYM · $4 on $10k

Most income6.29%MLPB · $629 on $10k

Smallest drop−6.7%VYM · worst fall in 1Y

Held in common[…]MLPB and SCHD

MLPB

SCHD

ETRACS Alerian MLP Infrastructure Index ETN Series B · $211MSchwab U.S. Dividend Equity ETF · $122B

+16.2%3 years · per year$15,680 · $17,123+19.6%

+18.6%5 years · per year$23,460 · $16,459+10.5%

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

6.29%12-mo yield$629 · $296 on $10k2.96%

−12.5%Worst dropSmaller wins−6.9%

15.2%VolatilityLower wins11.8%

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 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	AMLPB	ETRACS Alerian MLP Infrastructure Index ETN Series BRead Desk	0.85%	6.29%	+1.1%	+16.9%	+19.9%	+16.2%	+18.6%	−12.5%	$211M
3	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.26%	+2.3%	+15.4%	+19.5%	+19.7%	+11.5%	−6.7%	$78.9B
4	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

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	AMLPB	ETRACS Alerian MLP Infrastructure Index ETN Series BRead Desk	0.85%	6.29%	+1.1%	+16.9%	+19.9%	+16.2%	+18.6%	−12.5%	$211M
3	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.26%	+2.3%	+15.4%	+19.5%	+19.7%	+11.5%	−6.7%	$78.9B
4	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

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

MLPB vs SCHD

MLPB

ETRACS Alerian MLP Infrastructure Index ETN Series B

$23,460

SCHD

Schwab U.S. Dividend Equity

$16,459

MeasureMLPBSCHD

Fee0.85%0.06%

Cost on $10k a year$85$6

Yield6.29%2.96%

5 years, per year+18.6%+10.5%

3 years, per year+16.2%+19.6%

Worst drop · 1Y−12.5%−6.9%

Volatility · 1Y15.2%11.8%

4–2measures won
SCHD first

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: MLPB, SCHD, SMH, VYM

Today

21.9%most shared, SCHD and VYM

MLPBSCHDSMHVYM

MLPB—[…][…][…]

SCHD[…]—8.2%21.9%

SMH[…]8.2%—8.9%

VYM[…]21.9%8.9%—

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

Income After Fees on $10,000

$544most kept, MLPB

MLPB$629 − $85 = $544

SCHD$296 − $6 = $290

VYM$226 − $4 = $222

SMH$23 − $35 = −$12

KeptFee

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