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$21,093AMLP · 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%2.96%+33.1%+39.1%+19.6%+10.5%−6.9%11.8%$120B1.8

FT Energy Income Partners Enhanced Income ETFIncome · Dividend stocks1.11%6.81%+17.4%+20.2%[…][…]−6.7%11.1%$1.1B2.0

Alerian MLP ETFSectors · Energy1.01%8.05%+14.0%+16.4%+13.9%+16.1%−11.0%13.4%$12.1B2.5

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.42%+7.2%+12.4%+22.2%+9.4%−14.8%15.3%$53.4B3.3

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

End-of-day Nov 9, 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$21,093

AMLP

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,454

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

AMLPMeasureSCHD

+14.0%Year to dateJan 1 → Nov 9+33.1%

+16.4%1 yearTotal return+39.1%

+13.9%3 years · per year$10,000 became $14,764 · $17,118+19.6%

+16.1%5 years · per year$10,000 became $21,093 · $16,454+10.5%

1.01%Expense ratio$101 · $6 a year on $10k · lower is better0.06%

8.05%Trailing 12-mo yield$805 · $296 a year on $10k2.96%

−11.0%Worst dropSmaller is better−6.9%

13.4%VolatilityLower is calmer11.8%

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

2–6SCHD wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

AMLP vs SCHD: Top 5 Holdings

Today

AMLP

62.7%in top 5

SCHD

in top 521.4%

AMLPStockSCHD

13.2%PAAnot top 5

13.1%MPLXnot top 5

12.8%EPDnot top 5

12.2%ETnot top 5

11.4%WESnot top 5

not top 5PG4.5%

not top 5HD4.3%

not top 5TXN4.3%

not top 5KO4.3%

not top 5AMGN4.1%

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

AMLP vs SCHD Returns, Every Period

ALPSAMLP

+16.1%

5 years, per year

SCHDSchwab

+10.5%

5 years, per year

AMLPSCHDFaded: behind in that period

1–3SCHD wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Sector vs Income: AMLP vs EIPI

YTD

ALPSAMLP

+14.0%

EIPIFirst Trust

+17.4%

+14.0%Year to date+17.4%

−11.0%Worst drop · 1Y−6.7%

13.4%Volatility · 1Y11.1%

8.0%Yield6.8%

$12.1BAssets$1.1B

3–1EIPI wins

End-of-day Nov 9, 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 9, 2026 · fee on $10,000 a year

Yields: AMLP, EIPI, SCHD, XLF

8.05%highest, AMLP

FundTrailing yieldYield$10k

AMLP8.05%$805

EIPI6.81%$681

SCHD2.96%$296

XLF1.42%$142

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$704most kept, AMLP

AMLP$805 − $101 = $704

EIPI$681 − $111 = $570

SCHD$296 − $6 = $290

XLF$142 − $8 = $134

KeptFee

End-of-day Nov 9, 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 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+39.1%SCHD, at 11.8% volatility

EIPIWorst drop−6.7%11.1% vol

SCHDWorst drop−6.9%11.8% vol

AMLPWorst drop−11.0%13.4% vol

XLFWorst drop−14.8%15.3% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

AMLPSCHD

+14.0%Year to date+33.1%

8.0%Yield3.0%

+16.4%Past year+39.1%

1.01%Fee0.06%

3–1SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+33.1%

VIGVanguard

+14.8%

+33.1%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026