SCHD vs AMLP

ASCHD

BAMLP

Measures won4–2SCHD wins · of 6 · 5Y

$10,000 · 5Y$21,370AMLP · SCHD $16,267

Lowest cost0.04%VIG · $4 on $10k

Most income8.10%AMLP · $810 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 · $120BAlerian MLP ETF · $12.0B

+20.0%3 years · per year$17,266 · $15,119+14.8%

+10.2%5 years · per year$16,267 · $21,370+16.4%

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

3.00%12-mo yield$300 · $810 on $10k8.10%

−6.9%Worst dropSmaller wins−11.0%

11.7%VolatilityLower wins13.4%

4–2SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSCHD · AMLP

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

Held in common0.0%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	BAMLP	Alerian MLP ETFRead Desk	1.01%	8.10%	+0.4%	+13.2%	+15.8%	+14.8%	+16.4%	−11.0%	$12.0B
2	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
3	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BAMLP	Alerian MLP ETFRead Desk	1.01%	8.10%	+0.4%	+13.2%	+15.8%	+14.8%	+16.4%	−11.0%	$12.0B
2	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
3	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B

End-of-day Nov 6, 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

$16,267

AMLP

Alerian MLP

$21,370

MeasureSCHDAMLP

Fee0.06%1.01%

Cost on $10k a year$6$101

Yield3.00%8.10%

5 years, per year+10.2%+16.4%

3 years, per year+20.0%+14.8%

Worst drop · 1Y−6.9%−11.0%

Volatility · 1Y11.7%13.4%

4–2measures won
SCHD first

0.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: SCHD, AMLP, VIG

Today

14.5%most shared, SCHD and VIG

SCHDAMLPVIG

SCHD—0.0%14.5%

AMLP0.0%—0.0%

VIG14.5%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$709most kept, AMLP

AMLP$810 − $101 = $709

SCHD$300 − $6 = $294

VIG$150 − $4 = $146

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee