AMLP vs IGV

AAMLP

BIGV

Measures won5–1AMLP wins · of 6 · 5Y

$10,000 · 5Y$36,298SMH · AMLP $21,130

Lowest cost0.08%XLF · $8 on $10k

Most income8.03%AMLP · $803 on $10k

Smallest drop−11.0%AMLP · worst fall in 1Y

Held in common0.0%AMLP and IGV

AMLP

IGV

Alerian MLP ETF · $12.1BiShares Expanded Tech-Software Sector ETF · $12.4B

+13.9%3 years · per year$14,790 · $14,660+13.6%

+16.1%5 years · per year$21,130 · $11,584+3.0%

1.01%Expense ratio$101 · $38 on $10k · lower wins0.38%

8.03%12-mo yield$803 · $2 on $10k0.02%

−11.0%Worst dropSmaller wins−33.2%

13.4%VolatilityLower wins32.9%

5–1AMLP wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsAMLP · IGV

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

Held in common0.0%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	AAMLP	Alerian MLP ETFRead Desk	1.01%	8.03%	+0.9%	+14.2%	+16.6%	+13.9%	+16.1%	−11.0%	$12.1B
3	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.42%	+1.5%	+7.2%	+12.4%	+22.2%	+9.4%	−14.8%	$53.4B
4	BIGV	iShares Expanded Tech-Software Sector ETFRead Desk	0.38%	0.02%	+2.6%	−4.0%	−7.2%	+13.6%	+3.0%	−33.2%	$12.4B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	AAMLP	Alerian MLP ETFRead Desk	1.01%	8.03%	+0.9%	+14.2%	+16.6%	+13.9%	+16.1%	−11.0%	$12.1B
3	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.42%	+1.5%	+7.2%	+12.4%	+22.2%	+9.4%	−14.8%	$53.4B
4	BIGV	iShares Expanded Tech-Software Sector ETFRead Desk	0.38%	0.02%	+2.6%	−4.0%	−7.2%	+13.6%	+3.0%	−33.2%	$12.4B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

AMLP vs IGV

AMLP

Alerian MLP

$21,130

IGV

iShares Expanded Tech-Software Sector

$11,584

MeasureAMLPIGV

Fee1.01%0.38%

Cost on $10k a year$101$38

Yield8.03%0.02%

5 years, per year+16.1%+3.0%

3 years, per year+13.9%+13.6%

Worst drop · 1Y−11.0%−33.2%

Volatility · 1Y13.4%32.9%

5–1measures won
AMLP first

0.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+46.5%

SMHVanEck

+35.3%

+46.5%Year to date+35.3%

0.33% · $33Fee · on $10k a year0.35% · $35

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 9, 2026

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: AMLP, IGV, XLF, SMH

Today

4.8%most shared, IGV and SMH

AMLPIGVXLFSMH

AMLP—0.0%0.0%0.0%

IGV0.0%—0.0%4.8%

XLF0.0%0.0%—0.0%

SMH0.0%4.8%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$702most kept, AMLP

AMLP$803 − $101 = $702

XLF$142 − $8 = $134

SMH$23 − $35 = −$12

IGV$2 − $38 = −$36

KeptFee

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