AMLP vs EMLP

AAMLP

BEMLP

Measures won2–4EMLP wins · of 6 · 5Y

$10,000 · 5Y$21,308AMLP · EMLP $20,628

Lowest cost0.95%EMLP · $95 on $10k

Most income7.96%AMLP · $796 on $10k

Smallest drop−7.9%EMLP · worst fall in 1Y

Held in common22.9%AMLP and EMLP

AMLP

EMLP

Alerian MLP ETF · $12.7BFirst Trust North American Energy Infrastructure Fund · $4.3B

+15.9%3 years · per year$15,574 · $18,412+22.6%

+16.3%5 years · per year$21,308 · $20,628+15.6%

1.01%Expense ratio$101 · $95 on $10k · lower wins0.95%

7.96%12-mo yield$796 · $280 on $10k2.80%

−9.0%Worst dropSmaller wins−7.9%

13.2%VolatilityLower wins11.1%

2–4EMLP wins

$10,000 · 5 yearsOne scale

Shared top holdingsAMLP · EMLP

12.3%EPD8.9%

12.0%ET7.3%

12.5%MPLX4.2%

4.3%CQP1.3%

Held in common22.9%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	AAMLP	Alerian MLP ETFRead Desk		1.01%	7.96%	−2.7%	+15.3%	+18.8%	+15.9%	+16.3%	−9.0%	$12.7B
2	BEMLP	First Trust North American Energy Infrastructure FundRead Desk		0.95%	2.80%	−1.1%	+17.9%	+19.8%	+22.6%	+15.6%	−7.9%	$4.3B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AAMLP	Alerian MLP ETFRead Desk		1.01%	7.96%	−2.7%	+15.3%	+18.8%	+15.9%	+16.3%	−9.0%	$12.7B
2	BEMLP	First Trust North American Energy Infrastructure FundRead Desk		0.95%	2.80%	−1.1%	+17.9%	+19.8%	+22.6%	+15.6%	−7.9%	$4.3B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

AMLP vs EMLP

AMLP

Alerian MLP

$21,308

EMLP

First Trust North American Energy Infrastructure Fund

$20,628

MeasureAMLPEMLP

Fee1.01%0.95%

Cost on $10k a year$101$95

Yield7.96%2.80%

5 years, per year+16.3%+15.6%

3 years, per year+15.9%+22.6%

Worst drop · 1Y−9.0%−7.9%

Volatility · 1Y13.2%11.1%

4–2measures won
EMLP first

22.9%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: AMLP, EMLP

Today

22.9%most shared, AMLP and EMLP

AMLPEMLP

AMLP—22.9%

EMLP22.9%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$695most kept, AMLP

AMLP$796 − $101 = $695

EMLP$280 − $95 = $185

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee