MLPX vs VIG

AMLPX

BVIG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$36,298SMH · MLPX $23,234

Lowest cost0.04%VIG · $4 on $10k

Most income3.34%MLPX · $334 on $10k

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

Held in common0.1%MLPX and VIG

MLPX

VIG

Global X - MLP & Energy Infrastructure ETF · $3.4BVanguard Dividend Appreciation ETF · $109B

+22.3%3 years · per year$18,287 · $16,775+18.8%

+18.4%5 years · per year$23,234 · $16,638+10.7%

0.45%Expense ratio$45 · $4 on $10k · lower wins0.04%

3.34%12-mo yield$334 · $146 on $10k1.46%

−10.0%Worst dropSmaller wins−7.9%

18.0%VolatilityLower wins11.0%

3–3Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsMLPX · VIG

3.7%DTM0.1%

Held in common0.1%

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	AMLPX	Global X - MLP & Energy Infrastructure ETFRead Desk	0.45%	3.34%	+1.2%	+19.3%	+24.6%	+22.3%	+18.4%	−10.0%	$3.4B
3	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
4	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B

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	AMLPX	Global X - MLP & Energy Infrastructure ETFRead Desk	0.45%	3.34%	+1.2%	+19.3%	+24.6%	+22.3%	+18.4%	−10.0%	$3.4B
3	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
4	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B

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

MLPX vs VIG

MLPX

Global X - MLP & Energy Infrastructure

$23,234

VIG

Vanguard Dividend Appreciation

$16,638

MeasureMLPXVIG

Fee0.45%0.04%

Cost on $10k a year$45$4

Yield3.34%1.46%

5 years, per year+18.4%+10.7%

3 years, per year+22.3%+18.8%

Worst drop · 1Y−10.0%−7.9%

Volatility · 1Y18.0%11.0%

3–3measures won
level

0.1%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

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

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 9, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$44.7BAssets$109B

2–0DGRO 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: MLPX, VIG, SCHD, SMH

Today

14.5%most shared, VIG and SCHD

MLPXVIGSCHDSMH

MLPX—0.1%1.3%0.0%

VIG0.1%—14.5%10.3%

SCHD1.3%14.5%—8.2%

SMH0.0%10.3%8.2%—

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

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

MLPX$334 − $45 = $289

VIG$146 − $4 = $142

SMH$23 − $35 = −$12

KeptFee

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