SCHD vs AMLP

ASCHD

BAMLP

Measures won4–2SCHD wins · of 6 · 5Y

$10,000 · 5Y$21,308AMLP · SCHD $16,881

Lowest cost0.06%SCHD · $6 on $10k

Most income7.96%AMLP · $796 on $10k

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

Held in common0.0%SCHD and AMLP

SCHD

AMLP

Schwab U.S. Dividend Equity ETF · $123BAlerian MLP ETF · $12.3B

+21.4%3 years · per year$17,908 · $15,574+15.9%

+11.0%5 years · per year$16,881 · $21,308+16.3%

0.06%Expense ratio$6 · $101 on $10k · lower wins1.01%

2.91%12-mo yield$291 · $796 on $10k7.96%

−6.9%Worst dropSmaller wins−9.0%

11.5%VolatilityLower wins13.2%

4–2SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsSCHD · AMLP

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

Held in common0.0%

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	BAMLP	Alerian MLP ETFRead Desk		1.01%	7.96%	−2.7%	+15.3%	+18.8%	+15.9%	+16.3%	−9.0%	$12.3B
2	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B

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	BAMLP	Alerian MLP ETFRead Desk		1.01%	7.96%	−2.7%	+15.3%	+18.8%	+15.9%	+16.3%	−9.0%	$12.3B
2	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B

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

SCHD vs AMLP

SCHD

Schwab U.S. Dividend Equity

$16,881

AMLP

Alerian MLP

$21,308

MeasureSCHDAMLP

Fee0.06%1.01%

Cost on $10k a year$6$101

Yield2.91%7.96%

5 years, per year+11.0%+16.3%

3 years, per year+21.4%+15.9%

Worst drop · 1Y−6.9%−9.0%

Volatility · 1Y11.5%13.2%

4–2measures won
SCHD first

0.0%

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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: SCHD, AMLP

Today

0.0%most shared, SCHD and AMLP

SCHDAMLP

SCHD—0.0%

AMLP0.0%—

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

Income After Fees on $10,000

$695most kept, AMLP

AMLP$796 − $101 = $695

SCHD$291 − $6 = $285

KeptFee

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