Compare · 4 funds side by side · dividends reinvested

AMLP, EIPI, XLE and SCHD

AMLPALPS×EIPIFirst Trust×XLESPDR×SCHDSchwab×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$25,271XLE · best of the four

02 / 04

AMLP, EIPI, XLE and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$120B2.0

FT Energy Income Partners Enhanced Income ETFIncome · Dividend stocks1.11%6.82%+17.3%+20.1%[…][…]−6.7%11.1%$1.1B2.3

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.46%+41.3%+44.3%+15.9%+20.4%−15.0%23.3%$40.5B2.4

Alerian MLP ETFSectors · Energy1.01%8.03%+14.2%+16.6%+13.9%+16.1%−11.0%13.4%$12.1B2.9

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 · XLE 1998 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Alerian MLP ETF · $12.1B$21,130

AMLP

XLE

State Street Energy Select Sector SPDR ETF · $40.5B$25,271

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

AMLPMeasureXLE

+14.2%Year to dateJan 1 → Nov 9+41.3%

+16.6%1 yearTotal return+44.3%

+13.9%3 years · per year$10,000 became $14,790 · $15,555+15.9%

+16.1%5 years · per year$10,000 became $21,130 · $25,271+20.4%

1.01%Expense ratio$101 · $8 a year on $10k · lower is better0.08%

8.03%Trailing 12-mo yield$803 · $246 a year on $10k2.46%

−11.0%Worst dropSmaller is better−15.0%

13.4%VolatilityLower is calmer23.3%

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

3–5XLE 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 XLE: Top 5 Holdings

Today

AMLP

62.2%in top 5

XLE

in top 559.6%

AMLPStockXLE

not top 5XOM24.5%

not top 5CVX18.8%

13.0%EPDnot top 5

12.9%MPLXnot top 5

12.8%PAAnot top 5

12.0%ETnot top 5

11.4%WESnot top 5

not top 5COP7.3%

not top 5PSX4.5%

not top 5MPC4.4%

Held in common0.0%

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

AMLP vs XLE Returns, Every Period

ALPSAMLP

+16.1%

5 years, per year

XLESPDR

+20.4%

5 years, per year

AMLPXLEFaded: behind in that period

0–4XLE wins

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

Sector vs Income: AMLP vs EIPI

YTD

ALPSAMLP

+14.2%

EIPIFirst Trust

+17.3%

+14.2%Year to date+17.3%

−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, XLE, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

XLE0.08%$8

AMLP1.01%$101

EIPI1.11%$111

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

Yields: AMLP, EIPI, XLE, SCHD

8.03%highest, AMLP

FundTrailing yieldYield$10k

AMLP8.03%$803

EIPI6.82%$682

SCHD2.96%$296

XLE2.46%$246

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

Income After Fees on $10,000

$702most kept, AMLP

AMLP$803 − $101 = $702

EIPI$682 − $111 = $571

SCHD$296 − $6 = $290

XLE$246 − $8 = $238

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: AMLP, EIPI, XLE, SCHD

Today

22.6%most shared, AMLP and EIPI

AMLPEIPIXLESCHD

AMLP—22.6%0.0%0.0%

EIPI22.6%—19.0%4.2%

XLE0.0%19.0%—14.3%

SCHD0.0%4.2%14.3%—

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

Return vs Bumpiness: 4 ETFs

+44.3%XLE, at 23.3% volatility

EIPIWorst drop−6.7%11.1% vol

SCHDWorst drop−6.9%11.8% vol

AMLPWorst drop−11.0%13.4% vol

XLEWorst drop−15.0%23.3% vol

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

Paid More vs Made More

YTD

AMLPXLE

+14.2%Year to date+41.3%

8.0%Yield2.5%

+16.6%Past year+44.3%

1.01%Fee0.08%

3–1XLE wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

XLE vs VDE

YTD

SPDRXLE

+41.3%

VDEVanguard

+39.4%

+41.3%Year to date+39.4%

2.5%Yield2.4%

$40.5BAssets$10.4B

2–0XLE 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