SCHD vs EMLP

ASCHD

BEMLP

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$34,950SMH · EMLP $20,336

Lowest cost0.06%SCHD · $6 on $10k

Most income3.00%SCHD · $300 on $10k

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

Held in common1.4%SCHD and EMLP

SCHD

EMLP

Schwab U.S. Dividend Equity ETF · $120BFirst Trust North American Energy Infrastructure Fund · $4.1B

+20.0%3 years · per year$17,266 · $17,913+21.4%

+10.2%5 years · per year$16,267 · $20,336+15.3%

0.06%Expense ratio$6 · $95 on $10k · lower wins0.95%

3.00%12-mo yield$300 · $285 on $10k2.85%

−6.9%Worst dropSmaller wins−7.9%

11.7%VolatilityLower wins11.2%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSCHD · EMLP

1.3%OKE2.2%

0.1%CWEN1.2%

Held in common1.4%

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	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$60.7B
2	BEMLP	First Trust North American Energy Infrastructure FundRead Desk	0.95%	2.85%	−0.1%	+16.1%	+17.7%	+21.4%	+15.3%	−7.9%	$4.1B
3	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B

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	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$60.7B
2	BEMLP	First Trust North American Energy Infrastructure FundRead Desk	0.95%	2.85%	−0.1%	+16.1%	+17.7%	+21.4%	+15.3%	−7.9%	$4.1B
3	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B

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 EMLP

SCHD

Schwab U.S. Dividend Equity

$16,267

EMLP

First Trust North American Energy Infrastructure Fund

$20,336

MeasureSCHDEMLP

Fee0.06%0.95%

Cost on $10k a year$6$95

Yield3.00%2.85%

5 years, per year+10.2%+15.3%

3 years, per year+20.0%+21.4%

Worst drop · 1Y−6.9%−7.9%

Volatility · 1Y11.7%11.2%

3–3measures won
level

1.4%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

SOXX vs SMH

YTD

iSharesSOXX

+36.2%

SMHVanEck

+28.8%

+36.2%Year to date+28.8%

0.33% · $33Fee · on $10k a year0.35% · $35

$39.1BAssets$60.7B

2–0SOXX 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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: SCHD, EMLP, SMH

Today

7.9%most shared, SCHD and SMH

SCHDEMLPSMH

SCHD—1.4%7.9%

EMLP1.4%—0.0%

SMH7.9%0.0%—

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

EMLP$285 − $95 = $190

SMH$24 − $35 = −$11

KeptFee

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