AMLP vs SCHD

AAMLP

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$22,178VGT · AMLP $21,772

Lowest cost0.06%SCHD · $6 on $10k

Most income7.74%AMLP · $774 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common0.0%AMLP and SCHD

AMLP

SCHD

Alerian MLP ETF · $12.7BSchwab U.S. Dividend Equity ETF · $121B

+17.0%3 years · per year$16,017 · $17,784+21.2%

+16.8%5 years · per year$21,772 · $16,352+10.3%

1.01%Expense ratio$101 · $6 on $10k · lower wins0.06%

7.74%12-mo yield$774 · $297 on $10k2.97%

−8.1%Worst dropSmaller wins−6.9%

12.9%VolatilityLower wins11.4%

2–4SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsAMLP · SCHD

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	VGT	Vanguard Information Technology ETFRead Desk	0.09%	0.41%	+1.3%	+22.8%	+16.8%	+32.7%	+17.3%	−15.8%	$154.5B
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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B

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	VGT	Vanguard Information Technology ETFRead Desk	0.09%	0.41%	+1.3%	+22.8%	+16.8%	+32.7%	+17.3%	−15.8%	$154.5B
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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B

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 SCHD

AMLP

Alerian MLP

$21,772

SCHD

Schwab U.S. Dividend Equity

$16,352

MeasureAMLPSCHD

Fee1.01%0.06%

Cost on $10k a year$101$6

Yield7.74%2.97%

5 years, per year+16.8%+10.3%

3 years, per year+17.0%+21.2%

Worst drop · 1Y−8.1%−6.9%

Volatility · 1Y12.9%11.4%

4–2measures won
SCHD 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

XLK vs VGT

YTD

SPDRXLK

+23.0%

VGTVanguard

+22.8%

+23.0%Year to date+22.8%

0.08% · $8Fee · on $10k a year0.09% · $9

$115BAssets$155B

2–0XLK 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

Overlap: AMLP, SCHD, VGT

Today

2.2%most shared, SCHD and VGT

AMLPSCHDVGT

AMLP—0.0%0.0%

SCHD0.0%—2.2%

VGT0.0%2.2%—

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

SCHD$297 − $6 = $291

VGT$41 − $9 = $32

KeptFee

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