AMLP vs FXN

AAMLP

BFXN

Measures won5–1AMLP wins · of 6 · 5Y

$10,000 · 5Y$21,772AMLP · FXN $21,042

Lowest cost0.08%XLF · $8 on $10k

Most income7.74%AMLP · $774 on $10k

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

Held in common0.0%AMLP and FXN

AMLP

FXN

Alerian MLP ETF · $12.7BFirst Trust Energy AlphaDEX Fund · $394M

+17.0%3 years · per year$16,017 · $14,991+14.4%

+16.8%5 years · per year$21,772 · $21,042+16.0%

1.01%Expense ratio$101 · $63 on $10k · lower wins0.63%

7.74%12-mo yield$774 · $175 on $10k1.75%

−8.1%Worst dropSmaller wins−13.4%

12.9%VolatilityLower wins23.6%

5–1AMLP wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsAMLP · FXN

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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	AAMLP	Alerian MLP ETFRead Desk	1.01%	7.74%	−0.3%	+18.5%	+22.1%	+17.0%	+16.8%	−8.1%	$12.7B
2	BFXN	First Trust Energy AlphaDEX FundRead Desk	0.63%	1.75%	−0.5%	+48.0%	+54.5%	+14.4%	+16.0%	−13.4%	$394M
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	AAMLP	Alerian MLP ETFRead Desk	1.01%	7.74%	−0.3%	+18.5%	+22.1%	+17.0%	+16.8%	−8.1%	$12.7B
2	BFXN	First Trust Energy AlphaDEX FundRead Desk	0.63%	1.75%	−0.5%	+48.0%	+54.5%	+14.4%	+16.0%	−13.4%	$394M
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 FXN

AMLP

Alerian MLP

$21,772

FXN

First Trust Energy AlphaDEX Fund

$21,042

MeasureAMLPFXN

Fee1.01%0.63%

Cost on $10k a year$101$63

Yield7.74%1.75%

5 years, per year+16.8%+16.0%

3 years, per year+17.0%+14.4%

Worst drop · 1Y−8.1%−13.4%

Volatility · 1Y12.9%23.6%

5–1measures won
AMLP first

0.0%

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, FXN, XLF

Today

0.0%most shared, AMLP and FXN

AMLPFXNXLF

AMLP—0.0%0.0%

FXN0.0%—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

XLF$144 − $8 = $136

FXN$175 − $63 = $112

KeptFee

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