MLPA vs SCHD
Comparison between GLOBAL X MLP ETF (MLPA, ETF) and SCHWAB U.S. DIVIDEND EQUITY ETF (SCHD, ETF).
5-Year PerformanceMLPA has outperformed SCHD, delivering a return of +15.7% compared to +8.3%
MLPA vs SCHD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
MLPA vs SCHD - Holdings Comparison
MLPA and SCHD have 2 common holdings. Overlap is 0.02%
MLPA's top 25 holdings weight is 99.99%. SCHD's top 25 holdings weight is 80.48%.
| Rank | MLPA | SCHD |
|---|---|---|
| #1 | ENERGY TRANSFER LP (ET) - 13.38% | QUALCOMM INC (QCOM) - 6.64% |
| #2 | ENTERPRISE PRODUCTS PARTNERS LP (EPD) - 12.19% | TEXAS INSTRUMENTS INC (TXN) - 6.24% |
| #3 | MPLX LP PARTNERSHIP UNITS (MPLX) - 11.32% | UNITEDHEALTH GROUP INC (UNH) - 5.02% |
| #4 | PLAINS ALL AMERICAN PIPELINE LP (PAA) - 11.10% | COCA-COLA CO (KO) - 4.01% |
| #5 | WESTERN MIDSTREAM PARTNERS LP (WES) - 10.14% | MERCK & CO INC (MRK) - 3.87% |
| #6 | HESS MIDSTREAM LP CLASS A (HESM) - 8.69% | CHEVRON CORP (CVX) - 3.86% |
| #7 | SUNOCO LP (SUN) - 8.45% | VERIZON COMMUNICATIONS INC (VZ) - 3.68% |
| #8 | CHENIERE ENERGY PARTNERS LP (CQP) - 5.99% | CONOCOPHILLIPS (COP) - 3.57% |
| #9 | USA COMPRESSION PARTNERS LP (USAC) - 5.60% | PROCTER & GAMBLE CO (PG) - 3.51% |
| #10 | GENESIS ENERGY LP (GEL) - 4.07% | PEPSICO INC (PEP) - 3.46% |
| #11 | GLOBAL PARTNERS LP (GLP) - 3.53% | AMGEN INC (AMGN) - 3.44% |
| #12 | SUBURBAN PROPANE PARTNERS LP (SPH) - 3.13% | THE HOME DEPOT INC (HD) - 3.27% |
| #13 | DELEK LOGISTICS PARTNERS LP (DKL) - 2.37% | ALTRIA GROUP INC (MO) - 3.04% |
| #14 | CASH (n/a) - 0.03% | ABBOTT LABORATORIES (ABT) - 2.98% |
| #15 | CROSSAMERICA PARTNERS LP (CAPL) - 0.00% | BRISTOL-MYERS SQUIBB CO (BMY) - 2.96% |
| #16 | MARTIN MIDSTREAM PARTNERS LP (MMLP) - 0.00% | ACCENTURE PLC CLASS A (ACN) - 2.73% |
| #17 | NGL ENERGY PARTNERS LP (NGL) - 0.00% | LOCKHEED MARTIN CORP (LMT) - 2.70% |
| #18 | ONEOK INC (OKE) - 0.00% | COMCAST CORP CLASS A (CMCSA) - 2.26% |
| #19 | STAR GROUP LP (SGU) - 0.00% | BLACKSTONE INC (BX) - 2.21% |
| #20 | SUMMIT MIDSTREAM CORP (SMC) - 0.00% | AUTOMATIC DATA PROCESSING INC (ADP) - 2.20% |
| #21 | USD PARTNERS LP (USDP) - 0.00% | SLB LTD (SLB) - 2.17% |
| #22 | N/A | UNITED PARCEL SERVICE INC CLASS B (UPS) - 1.89% |
| #23 | N/A | EOG RESOURCES INC (EOG) - 1.85% |
| #24 | N/A | FORD MOTOR CO (F) - 1.50% |
| #25 | N/A | ONEOK INC (OKE) - 1.42% |
| Total Holdings | 21 | 103 |
MLPA vs SCHD - Historical Returns
Returns include dividend reinvestment.
MLPA vs SCHD - Annual Returns (2011 - 2026)
Returns include dividend reinvestment.
| Year | MLPA | SCHD |
|---|---|---|
| 2026 | +15.95% | +17.46% |
| 2025 | +4.45% | +4.56% |
| 2024 | +19.28% | +10.86% |
| 2023 | +17.53% | +4.71% |
| 2022 | +23.15% | -3.21% |
| 2021 | +41.00% | +31.74% |
| 2020 | -34.46% | +14.78% |
| 2019 | +10.44% | +27.28% |
| 2018 | -17.42% | -5.85% |
| 2017 | -9.05% | +20.20% |
| 2016 | +18.73% | +17.78% |
| 2015 | -30.73% | -0.21% |
| 2014 | +5.13% | +12.79% |
| 2013 | +14.50% | +30.09% |
| 2012 | +0.68% | +10.39% |
| 2011 | N/A | +5.31% |
MLPA vs SCHD Drawdown Comparison
The maximum drawdown for MLPA was -78.70%, occurring on Mar 18, 2020. Recovery took 2394 trading sessions.
The maximum drawdown for SCHD was -33.37%, occurring on Mar 23, 2020. Recovery took 155 trading sessions.
The current MLPA drawdown is -3.20%. The current SCHD drawdown is -1.61%.
| Rank | MLPA | SCHD |
|---|---|---|
| #1 | -78.70% Aug 29, 2014 - Mar 6, 2024 | -33.37% Jan 23, 2020 - Sep 2, 2020 |
| #2 | -14.20% Apr 2, 2025 - Jan 27, 2026 | -17.07% Sep 21, 2018 - Apr 4, 2019 |
| #3 | -10.39% May 2, 2012 - Aug 3, 2012 | -16.82% Jan 11, 2022 - Dec 27, 2023 |
| #4 | -8.71% Nov 29, 2024 - Jan 16, 2025 | -16.13% Nov 29, 2024 - Jan 8, 2026 |
| #5 | -8.04% Oct 17, 2012 - Jan 10, 2013 | -13.93% Mar 2, 2015 - Mar 11, 2016 |
| #6 | -6.40% Jul 22, 2024 - Nov 6, 2024 | -12.37% Jan 26, 2018 - Sep 20, 2018 |
| #7 | -5.64% May 19, 2026 - May 29, 2026 | -8.68% Apr 23, 2019 - Jul 23, 2019 |
| #8 | -5.55% Feb 20, 2025 - Mar 19, 2025 | -7.63% Sep 2, 2020 - Oct 8, 2020 |
| #9 | -5.49% Apr 3, 2024 - Jun 24, 2024 | -7.10% Jul 26, 2019 - Sep 10, 2019 |
| #10 | -5.31% Jul 15, 2013 - Feb 7, 2014 | -6.88% Oct 12, 2020 - Nov 9, 2020 |
| #11 | -5.21% Mar 26, 2026 - Apr 30, 2026 | -6.77% Oct 28, 2011 - Dec 6, 2011 |
| #12 | -4.64% May 21, 2013 - Jul 11, 2013 | -6.68% Dec 31, 2013 - Mar 25, 2014 |
| #13 | -3.62% Feb 5, 2025 - Feb 20, 2025 | -6.50% Sep 19, 2014 - Oct 31, 2014 |
| #14 | -3.22% Jul 1, 2014 - Aug 15, 2014 | -6.34% Apr 2, 2012 - Jul 3, 2012 |
| #15 | -2.30% Jan 21, 2025 - Jan 30, 2025 | -6.23% Oct 18, 2012 - Jan 4, 2013 |
Correlation
Correlation between MLPA and SCHD is 0.47 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
Dividend Comparison (2011 - 2026)
MLPA vs SCHD dividend yield comparison.
| Year | MLPA | SCHD |
|---|---|---|
| 2026 | 3.71% | 0.80% |
| 2025 | 7.82% | 3.82% |
| 2024 | 7.25% | 3.64% |
| 2023 | 7.49% | 3.49% |
| 2022 | 7.30% | 3.39% |
| 2021 | 8.72% | 2.78% |
| 2020 | 13.84% | 3.16% |
| 2019 | 9.09% | 2.98% |
| 2018 | 10.00% | 3.06% |
| 2017 | 8.05% | 2.63% |
| 2016 | 7.15% | 2.89% |
| 2015 | 9.29% | 2.97% |
| 2014 | 5.80% | 2.63% |
| 2013 | 5.62% | 2.47% |
| 2012 | 4.50% | 2.86% |
| 2011 | 0.00% | 0.47% |
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