AMLP vs AMZA

AAMLP

BAMZA

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$26,063AMZA · AMLP $21,772

Lowest cost0.08%XLF · $8 on $10k

Most income8.24%AMZA · $824 on $10k

Smallest drop−8.1%AMLP · worst fall in 1Y

Held in common88.3%AMLP and AMZA

AMLP

AMZA

Alerian MLP ETF · $12.7BInfraCap MLP ETF · $470M

+17.0%3 years · per year$16,017 · $18,084+21.8%

+16.8%5 years · per year$21,772 · $26,063+21.1%

1.01%Expense ratio$101 · $172 on $10k · lower wins1.72%

7.74%12-mo yield$774 · $824 on $10k8.24%

−8.1%Worst dropSmaller wins−8.2%

12.9%VolatilityLower wins19.0%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsAMLP · AMZA

12.9%PAA13.0%

12.1%ET16.0%

12.8%MPLX12.0%

12.3%EPD11.9%

Held in common88.3%

End-of-day Nov 3, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	BAMZA	InfraCap MLP ETFRead Desk	1.72%	8.24%	+0.6%	+31.6%	+36.3%	+21.8%	+21.1%	−8.2%	$470M
2	AAMLP	Alerian MLP ETFRead Desk	1.01%	7.74%	−0.3%	+18.5%	+22.1%	+17.0%	+16.8%	−8.1%	$12.7B
3	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.44%	−0.6%	+5.7%	+10.9%	+24.0%	+9.0%	−14.8%	$54.2B

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BAMZA	InfraCap MLP ETFRead Desk	1.72%	8.24%	+0.6%	+31.6%	+36.3%	+21.8%	+21.1%	−8.2%	$470M
2	AAMLP	Alerian MLP ETFRead Desk	1.01%	7.74%	−0.3%	+18.5%	+22.1%	+17.0%	+16.8%	−8.1%	$12.7B
3	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.44%	−0.6%	+5.7%	+10.9%	+24.0%	+9.0%	−14.8%	$54.2B

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

AMLP vs AMZA

AMLP

Alerian MLP

$21,772

AMZA

InfraCap MLP

$26,063

MeasureAMLPAMZA

Fee1.01%1.72%

Cost on $10k a year$101$172

Yield7.74%8.24%

5 years, per year+16.8%+21.1%

3 years, per year+17.0%+21.8%

Worst drop · 1Y−8.1%−8.2%

Volatility · 1Y12.9%19.0%

3–3measures won
level

88.3%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: AMLP, AMZA, XLF

Today

88.3%most shared, AMLP and AMZA

AMLPAMZAXLF

AMLP—88.3%0.0%

AMZA88.3%—0.0%

XLF0.0%0.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$673most kept, AMLP

AMLP$774 − $101 = $673

AMZA$824 − $172 = $652

XLF$144 − $8 = $136

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee