Compare · 4 funds side by side · dividends reinvested

AMLP, VGT, SCHD and XLE

AMLPALPS×VGTVanguard×SCHDSchwab×XLESPDR×

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, VGT, SCHD and XLE, 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%$120B1.9

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.46%+41.3%+44.3%+15.9%+20.4%−15.0%23.3%$40.5B2.1

Alerian MLP ETFSectors · Energy1.01%8.03%+14.2%+16.6%+13.9%+16.1%−11.0%13.4%$12.1B3.0

Vanguard Information Technology ETFSectors · Technology0.09%0.42%+19.3%+18.0%+29.2%+16.3%−17.5%26.6%$155B3.0

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 · VGT 2004 · SCHD 2011 · XLE 1998

Head to Head

Swap sides Versus in desk

Head to Head

Alerian MLP ETF · $12.1B$21,130

AMLP

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,459

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

AMLPMeasureSCHD

+14.2%Year to dateJan 1 → Nov 9+33.2%

+16.6%1 yearTotal return+39.1%

+13.9%3 years · per year$10,000 became $14,790 · $17,123+19.6%

+16.1%5 years · per year$10,000 became $21,130 · $16,459+10.5%

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

8.03%Trailing 12-mo yield$803 · $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

62.2%in top 5

SCHD

in top 521.4%

AMLPStockSCHD

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 5PG4.4%

not top 5TXN4.3%

not top 5KO4.3%

not top 5HD4.3%

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 SCHD

YTD

ALPSAMLP

+14.2%

SCHDSchwab

+33.2%

+14.2%Year to date+33.2%

−11.0%Worst drop · 1Y−6.9%

13.4%Volatility · 1Y11.8%

8.0%Yield3.0%

$12.1BAssets$120B

3–1SCHD wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AMLP, VGT, SCHD, XLE

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

XLE0.08%$8

VGT0.09%$9

AMLP1.01%$101

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

Yields: AMLP, VGT, SCHD, XLE

8.03%highest, AMLP

FundTrailing yieldYield$10k

AMLP8.03%$803

SCHD2.96%$296

XLE2.46%$246

VGT0.42%$42

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

Income After Fees on $10,000

$702most kept, AMLP

AMLP$803 − $101 = $702

SCHD$296 − $6 = $290

XLE$246 − $8 = $238

VGT$42 − $9 = $33

KeptFee

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

Overlap: AMLP, VGT, SCHD, XLE

Today

14.3%most shared, SCHD and XLE

AMLPVGTSCHDXLE

AMLP—0.0%0.0%0.0%

VGT0.0%—2.2%0.0%

SCHD0.0%2.2%—14.3%

XLE0.0%0.0%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

SCHDWorst drop−6.9%11.8% vol

AMLPWorst drop−11.0%13.4% vol

XLEWorst drop−15.0%23.3% vol

VGTWorst drop−17.5%26.6% 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

XLK vs VGT

YTD

SPDRXLK

+19.1%

VGTVanguard

+19.3%

+19.1%Year to date+19.3%

0.08% · $8Fee · on $10k a year0.09% · $9

$110BAssets$155B

1–1level

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