EMLP vs SCHD

EMLP vs SCHD

Which is better, EMLP or SCHD?

Mid Cap Value against Large Cap Value.

SCHD has a lower expense ratio. EMLP led over 3Y and 5Y, SCHD over 1Y and the full window.

Lower Fees: SCHDHigher Returns: split

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricEMLPSCHD
Expense Ratio0.95%0.06%Best
AUM$4.2B$112.1B
Dividend Yield2.76%3.00%
Holdings116103
YTD Return+16.16%+25.07%Best
1Y Return+18.85%+27.61%Best
3Y Return (annualized)+20.79%Best+15.74%
5Y Return (annualized)+16.15%Best+9.89%
Volatility (annualized)15.2%13.8%Best
Max Drawdown-48.0%-33.4%Best
$10,000 over 5 years$21,140Best$16,025
Fund FamilyFirst Trust Portfolios (US)Charles Schwab Asset Management
CategoryEquityEquity
StyleMid Cap ValueLarge Cap Value
InceptionJun 20, 2012Oct 20, 2011

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Jun 21, 2012 to Sep 11, 2026 (14.2 years).

EMLP vs SCHD growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 14.2 years both funds cover.

EMLP vs SCHD Performance

First Trust North American Energy Infrastructure Fund (EMLP) is an ETF from First Trust Portfolios (US) and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year EMLP returned +18.85% while SCHD returned +27.61%. Year to date, EMLP is up 16.16% versus a gain of 25.07% for SCHD.

Over three years, EMLP compounded at +20.79% per year against +15.74% for SCHD; over five years the annualized figures are +16.15% and +9.89% respectively. Across the full 14-year window we track, SCHD has the edge at +11.31% annualized vs +7.14%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

EMLP has been the more volatile fund, with annualized monthly volatility of 15.2% compared with 13.8% for SCHD. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -48.0% for EMLP and -33.4% for SCHD. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.74. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

EMLP charges 0.95% per year while SCHD charges 0.06%. On a $10,000 position that is $95 vs $6 annually, a gap of $89 per year that compounds over a long holding period. On income, EMLP currently yields 2.76% against 3.00% for SCHD.

Holdings Overlap

SCHD already in EMLP1.6%

At least 1.6% of SCHD's money is in holdings EMLP also owns.

Stated as a floor: for EMLP, our book for it covers 91.9% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

SCHD and EMLP share little of their money.

2 positions in common, counted across the 57 positions we hold weights for in EMLP and 100 in SCHD, against full books of 116 and 103.

Top Shared Holdings

StockWeight in EMLPWeight in SCHDDifference
OKEOneok, Inc.2.37%1.47%0.90%
CWENClearway Energy Inc1.12%0.09%1.03%

You are not choosing between two funds in isolation.

Whichever of EMLP and SCHD you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

EMLPSCHD

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Frequently Asked Questions

Which is cheaper, EMLP or SCHD?

EMLP has an expense ratio of 0.95% while SCHD charges 0.06%. SCHD is the cheaper option, by $89 a year on a $10,000 investment.

Which performed better, EMLP or SCHD?

Over the past year EMLP returned +18.85% vs +27.61% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (14 years), EMLP annualized +7.14% vs +11.31% for SCHD. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, EMLP or SCHD?

EMLP has been the more volatile fund at 15.2% annualized versus 13.8% for SCHD. Worst drawdown: EMLP -48.0% vs SCHD -33.4%.

Should I hold both EMLP and SCHD?

EMLP and SCHD have a monthly-return correlation of 0.74, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between EMLP and SCHD?

At least 1.6% of SCHD's money is in holdings EMLP also owns. Our book for EMLP is partial, so the real figure is this or higher. They hold 2 positions in common, counted across the 57 positions we hold weights for in EMLP and 100 in SCHD.

Which pays a higher dividend, EMLP or SCHD?

EMLP yields 2.76% while SCHD yields 3.00%, so SCHD currently pays the higher dividend yield.

Is SCHD better than EMLP?

SCHD has a lower expense ratio. EMLP led over 3Y and 5Y, SCHD over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.