UMI vs SCHD5YUMIUMIAvsBSCHDSCHDUSCF Midstream Energy Income Fund · $527MSchwab U.S. Dividend Equity ETF · $124BReturns · dividends in+24.9%3 years · per year$19,503 · $17,374+20.2%+19.5%5 years · per year$24,337 · $16,418+10.4%Cost and income0.85%Expense ratio$85 · $6 on $10k · lower wins0.06%6.03%
Overlap: UMI, SCHD, VOOToday7.6%most shared, SCHD and VOOUMISCHDVOOUMI—1.3%0.4%SCHD1.3%—7.6%VOO0.4%7.6%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
UMI vs SCHD5YAUMIUSCF Midstream Energy Income Fund$24,337vsSCHDBSchwab U.S. Dividend Equity$16,418$10k$20kNov 2021Nov 2026
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1AUMIUSCF Midstream Energy Income FundReadDesk0.85%6.03%+0.5%+23.9%+26.0%+24.9%+19.5%−9.7%$527M2VOOVanguard S&P 500 ETFReadDesk0.03%1.07%−0.4%+11.5%+11.6%+21.5%+11.5%−8.9%$1.00T3BSCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.92%+0.5%+34.9%+37.5%+20.2%+10.4%−6.9%$123.6BEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1AUMIUSCF Midstream Energy Income FundReadDesk0.85%6.03%+0.5%+23.9%+26.0%+24.9%+19.5%−9.7%$527M2VOOVanguard S&P 500 ETFReadDesk0.03%1.07%−0.4%+11.5%+11.6%+21.5%+11.5%−8.9%$1.00T3BSCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.92%+0.5%+34.9%+37.5%+20.2%+10.4%−6.9%$123.6BEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+34.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.9%+16.0%+34.9%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 13, 2026
SPYM vs SPYYTDSPDRSPYMSA+11.5%vsBSSPYSPDR+11.5%Jan 1Nov 13+11.5%+11.5%+11.5%Year to date+11.5%1.0%Yield1.0%$186BAssets$806B0–0levelEnd-of-day Nov 13, 2026
VOO vs IVVYTDVanguardVOOVA+11.5%vsBiSIVViShares+11.5%Jan 1Nov 13+11.5%+11.5%+11.5%Year to date+11.5%1.1%Yield1.1%$1.00TAssets$879B0–0levelEnd-of-day Nov 13, 2026
Overlap: UMI, SCHD, VOOToday7.6%most shared, SCHD and VOOUMISCHDVOOUMI—1.3%0.4%SCHD1.3%—7.6%VOO0.4%7.6%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$518most kept, UMIUMI$603 − $85 = $518SCHD$292 − $6 = $286VOO$107 − $3 = $104KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee