Compare · 4 funds side by side · dividends reinvested

AMLP, EIPI, SCHD and XLF

AMLPALPS×EIPIFirst Trust×SCHDSchwab×XLFSPDR×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$21,370AMLP · best of the four

02 / 04

AMLP, EIPI, SCHD and XLF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.8

FT Energy Income Partners Enhanced Income ETFIncome · Dividend stocks1.11%6.89%+16.0%+19.3%[…][…]−6.7%11.1%$1.1B2.0

Alerian MLP ETFSectors · Energy1.01%8.10%+13.2%+15.8%+14.8%+16.4%−11.0%13.4%$12.1B2.5

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.44%+5.7%+10.4%+22.5%+9.1%−14.8%15.3%$55.5B3.3

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: AMLP 2010 · EIPI 2011 · SCHD 2011 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

Alerian MLP ETF · $12.1B$21,370

AMLP

EIPI

FT Energy Income Partners Enhanced Income ETF · $1.1B[…]

$10,000 five years ago, dividends reinvested · they hold 22.5% in common

AMLPMeasureEIPI

+13.2%Year to dateJan 1 → Nov 6+16.0%

+15.8%1 yearTotal return+19.3%

+14.8%3 years · per year$10,000 became $15,119 · […][…]

+16.4%5 years · per year$10,000 became $21,370 · […][…]

1.01%Expense ratio$101 · $111 a year on $10k · lower is better1.11%

8.10%Trailing 12-mo yield$810 · $689 a year on $10k6.89%

−11.0%Worst dropSmaller is better−6.7%

13.4%VolatilityLower is calmer11.1%

AMLPEIPI Winner of the row, in its colourEach row: the bigger of the two fills its side

2–4EIPI wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

AMLP vs EIPI: Top 5 Holdings

Today

AMLP

62.7%in top 5

EIPI

in top 526.9%

AMLPStockEIPI

13.2%PAAnot top 5

13.1%MPLX4.6%

12.8%EPD8.7%

12.2%ET6.4%

11.4%WESnot top 5

not top 5KMI3.8%

not top 5XOM3.4%

Held in common22.5%

End-of-day Nov 6, 2026 · share of each fund

AMLP vs EIPI Returns, Every Period

ALPSAMLP

+15.8%

past year

EIPIFirst Trust

+19.3%

past year

AMLPEIPIFaded: behind in that period

0–2EIPI wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Sector vs Income: AMLP vs EIPI

YTD

ALPSAMLP

+13.2%

EIPIFirst Trust

+16.0%

+13.2%Year to date+16.0%

−11.0%Worst drop · 1Y−6.7%

13.4%Volatility · 1Y11.1%

8.1%Yield6.9%

$12.1BAssets$1.1B

3–1EIPI wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AMLP, EIPI, SCHD, XLF

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

XLF0.08%$8

AMLP1.01%$101

EIPI1.11%$111

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: AMLP, EIPI, SCHD, XLF

8.10%highest, AMLP

FundTrailing yieldYield$10k

AMLP8.10%$810

EIPI6.89%$689

SCHD3.00%$300

XLF1.44%$144

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$709most kept, AMLP

AMLP$810 − $101 = $709

EIPI$689 − $111 = $578

SCHD$300 − $6 = $294

XLF$144 − $8 = $136

KeptFee

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

Overlap: AMLP, EIPI, SCHD, XLF

Today

22.5%most shared, AMLP and EIPI

AMLPEIPISCHDXLF

AMLP—22.5%0.0%0.0%

EIPI22.5%—4.2%0.0%

SCHD0.0%4.2%—3.4%

XLF0.0%0.0%3.4%—

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

Return vs Bumpiness: 4 ETFs

+37.0%SCHD, at 11.7% volatility

EIPIWorst drop−6.7%11.1% vol

SCHDWorst drop−6.9%11.7% vol

AMLPWorst drop−11.0%13.4% vol

XLFWorst drop−14.8%15.3% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

AMLPSCHD

+13.2%Year to date+31.4%

8.1%Yield3.0%

+15.8%Past year+37.0%

1.01%Fee0.06%

3–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

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

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