MLPI vs SCHD

AMLPI

BSCHD

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$17,027DGRO · VIG $16,495

Lowest cost0.04%VIG · $4 on $10k

Most income13.73%MLPI · $1,373 on $10k

Smallest drop−6.5%DGRO · worst fall in 1Y

Held in common1.4%MLPI and SCHD

MLPI

SCHD

MLP & Energy Infrastructure High Income ETF · $930MSchwab U.S. Dividend Equity ETF · $121B

[…]3 years · per year[…] · $17,784+21.2%

[…]5 years · per year[…] · $16,352+10.3%

0.68%Expense ratio$68 · $6 on $10k · lower wins0.06%

13.73%12-mo yield$1,373 · $297 on $10k2.97%

[…]Worst dropSmaller wins−6.9%

[…]VolatilityLower wins11.4%

1–1Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsMLPI · SCHD

6.5%OKE1.4%

Held in common1.4%

End-of-day Nov 3, 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	DGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.85%	−0.6%	+18.0%	+21.0%	+22.1%	+11.2%	−6.5%	$45.1B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.47%	−0.3%	+14.0%	+15.9%	+20.2%	+10.5%	−7.9%	$109.1B
3	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B
4	AMLPI	MLP & Energy Infrastructure High Income ETFRead Desk	0.68%	13.73%	+0.6%	+18.9%	new	new	new	[…]	$930M

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

All Four

5Y4 funds

#
1	DGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.85%	−0.6%	+18.0%	+21.0%	+22.1%	+11.2%	−6.5%	$45.1B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.47%	−0.3%	+14.0%	+15.9%	+20.2%	+10.5%	−7.9%	$109.1B
3	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B
4	AMLPI	MLP & Energy Infrastructure High Income ETFRead Desk	0.68%	13.73%	+0.6%	+18.9%	new	new	new	[…]	$930M

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

Cards for this view

MLPI vs SCHD

MLPI

MLP & Energy Infrastructure High Income

[…]

SCHD

Schwab U.S. Dividend Equity

$16,352

MeasureMLPISCHD

Fee0.68%0.06%

Cost on $10k a year$68$6

Yield13.73%2.97%

5 years, per year[…]+10.3%

3 years, per year[…]+21.2%

Worst drop · 1Y[…]−6.9%

Volatility · 1Y[…]11.4%

1–1measures won
level

1.4%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: MLPI, SCHD, DGRO, VIG

Today

68.3%most shared, DGRO and VIG

MLPISCHDDGROVIG

MLPI—1.4%0.2%0.1%

SCHD1.4%—21.0%14.5%

DGRO0.2%21.0%—68.3%

VIG0.1%14.5%68.3%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,305most kept, MLPI

MLPI$1,373 − $68 = $1,305

SCHD$297 − $6 = $291

DGRO$185 − $8 = $177

VIG$147 − $4 = $143

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee