Compare · 3 funds side by side · dividends reinvested

AMLP, JEPI and SCHD

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$20,959AMLP · best of the three

02 / 04

AMLP, JEPI and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$123B1.6

Alerian MLP ETFSectors · Energy1.01%8.14%+12.8%+16.3%+14.9%+16.0%−11.0%13.4%$12.3B2.1

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.2%+8.3%+11.0%+7.1%−6.7%8.8%$46.1B2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: AMLP 2010 · JEPI 2020 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Alerian MLP ETF · $12.3B$20,959

AMLP

JEPI

JPMorgan Equity Premium Income ETF · $46.1B$14,108

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

AMLPMeasureJEPI

+12.8%Year to dateJan 1 → Nov 5+5.2%

+16.3%1 yearTotal return+8.3%

+14.9%3 years · per year$10,000 became $15,151 · $13,674+11.0%

+16.0%5 years · per year$10,000 became $20,959 · $14,108+7.1%

1.01%Expense ratio$101 · $35 a year on $10k · lower is better0.35%

8.14%Trailing 12-mo yield$814 · $809 a year on $10k8.09%

−11.0%Worst dropSmaller is better−6.7%

13.4%VolatilityLower is calmer8.8%

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

5–3AMLP wins

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

More Ways to See the Pairs

AMLP vs JEPI: Top 5 Holdings

Today

AMLP

62.3%in top 5

JEPI

in top 59.9%

AMLPStockJEPI

13.2%PAAnot top 5

12.7%MPLXnot top 5

12.5%EPDnot top 5

12.0%ETnot top 5

11.9%WESnot top 5

not top 5MA2.0%

not top 5MSFT2.0%

not top 5MMM1.9%

not top 5AAPL1.9%

not top 5V1.9%

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

AMLP vs JEPI Returns, Every Period

ALPSAMLP

+16.0%

5 years, per year

JEPIJ.P. Morgan

+7.1%

5 years, per year

AMLPJEPIFaded: behind in that period

4–0AMLP wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Sector vs Income: AMLP vs JEPI

YTD

ALPSAMLP

+12.8%

JEPIJ.P. Morgan

+5.2%

+12.8%Year to date+5.2%

−11.0%Worst drop · 1Y−6.7%

13.4%Volatility · 1Y8.8%

8.1%Yield8.1%

$12.3BAssets$46.1B

2–1JEPI wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AMLP, JEPI, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

JEPI0.35%$35

AMLP1.01%$101

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: AMLP, JEPI, SCHD

8.14%highest, AMLP

FundTrailing yieldYield$10k

AMLP8.14%$814

JEPI8.09%$809

SCHD2.98%$298

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

AMLP$814 − $101 = $713

SCHD$298 − $6 = $292

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: AMLP, JEPI, SCHD

Today

8.1%most shared, JEPI and SCHD

AMLPJEPISCHD

AMLP—0.0%0.0%

JEPI0.0%—8.1%

SCHD0.0%8.1%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+38.7%SCHD, at 11.7% volatility

JEPIWorst drop−6.7%8.8% vol

SCHDWorst drop−6.9%11.7% vol

AMLPWorst drop−11.0%13.4% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

AMLPSCHD

+12.8%Year to date+32.3%

8.1%Yield3.0%

+16.3%Past year+38.7%

1.01%Fee0.06%

3–1SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026