MLPX vs SCHD

AMLPX

BSCHD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$23,782MLPX · SCHD $16,881

Lowest cost0.06%SCHD · $6 on $10k

Most income4.29%MLPX · $429 on $10k

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

Held in common1.4%MLPX and SCHD

MLPX

SCHD

Global X - MLP & Energy Infrastructure ETF · $3.7BSchwab U.S. Dividend Equity ETF · $121B

+25.1%3 years · per year$19,592 · $17,908+21.4%

+18.9%5 years · per year$23,782 · $16,881+11.0%

0.45%Expense ratio$45 · $6 on $10k · lower wins0.06%

4.29%12-mo yield$429 · $291 on $10k2.91%

−9.1%Worst dropSmaller wins−6.9%

17.8%VolatilityLower wins11.5%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsMLPX · SCHD

6.3%OKE1.4%

Held in common1.4%

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	AMLPX	Global X - MLP & Energy Infrastructure ETFRead Desk		0.45%	4.29%	−4.0%	+22.0%	+27.8%	+25.1%	+18.9%	−9.1%	$3.7B
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	AMLPX	Global X - MLP & Energy Infrastructure ETFRead Desk		0.45%	4.29%	−4.0%	+22.0%	+27.8%	+25.1%	+18.9%	−9.1%	$3.7B
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

MLPX vs SCHD

MLPX

Global X - MLP & Energy Infrastructure

$23,782

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureMLPXSCHD

Fee0.45%0.06%

Cost on $10k a year$45$6

Yield4.29%2.91%

5 years, per year+18.9%+11.0%

3 years, per year+25.1%+21.4%

Worst drop · 1Y−9.1%−6.9%

Volatility · 1Y17.8%11.5%

3–3measures won
level

1.4%

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: MLPX, SCHD

Today

1.4%most shared, MLPX and SCHD

MLPXSCHD

MLPX—1.4%

SCHD1.4%—

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

Income After Fees on $10,000

$384most kept, MLPX

MLPX$429 − $45 = $384

SCHD$291 − $6 = $285

KeptFee

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