AMLP vs PWER

AAMLP

BPWER

Measures won3–1AMLP wins · of 6 · 5Y

$10,000 · 5Y$21,308AMLP · XLF $16,157

Lowest cost0.08%XLF · $8 on $10k

Most income7.96%AMLP · $796 on $10k

Smallest drop−9.0%AMLP · worst fall in 1Y

Held in common0.0%AMLP and PWER

AMLP

PWER

Alerian MLP ETF · $12.3BNomura Energy Transition ETF · $12M

+15.9%3 years · per year$15,574 · […][…]

+16.3%5 years · per year$21,308 · […][…]

1.01%Expense ratio$101 · $79 on $10k · lower wins0.79%

7.96%12-mo yield$796 · $114 on $10k1.14%

−9.0%Worst dropSmaller wins−13.7%

13.2%VolatilityLower wins22.1%

3–1AMLP wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsAMLP · PWER

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

Held in common0.0%

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

All Three

5Y3 funds

#
1	AAMLP	Alerian MLP ETFRead Desk	1.01%	7.96%	−2.7%	+15.3%	+18.8%	+15.9%	+16.3%	−9.0%	$12.3B
2	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.40%	+3.5%	+9.4%	+15.3%	+24.7%	+10.1%	−14.8%	$53.8B
3	BPWER	Nomura Energy Transition ETFRead Desk	0.79%	1.14%	−1.1%	+24.2%	+31.9%	new	new	−13.7%	$12M

End-of-day Nov 4, 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%	7.96%	−2.7%	+15.3%	+18.8%	+15.9%	+16.3%	−9.0%	$12.3B
2	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.40%	+3.5%	+9.4%	+15.3%	+24.7%	+10.1%	−14.8%	$53.8B
3	BPWER	Nomura Energy Transition ETFRead Desk	0.79%	1.14%	−1.1%	+24.2%	+31.9%	new	new	−13.7%	$12M

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 PWER

AMLP

Alerian MLP

$21,308

PWER

Nomura Energy Transition

[…]

MeasureAMLPPWER

Fee1.01%0.79%

Cost on $10k a year$101$79

Yield7.96%1.14%

5 years, per year+16.3%[…]

3 years, per year+15.9%[…]

Worst drop · 1Y−9.0%−13.7%

Volatility · 1Y13.2%22.1%

3–1measures won
AMLP first

0.0%

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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: AMLP, PWER, XLF

Today

0.0%most shared, AMLP and PWER

AMLPPWERXLF

AMLP—0.0%0.0%

PWER0.0%—0.0%

XLF0.0%0.0%—

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

XLF$140 − $8 = $132

PWER$114 − $79 = $35

KeptFee

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