AMLP vs SCHD

AAMLP

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$25,568XLE · AMLP $21,370

Lowest cost0.04%VIG · $4 on $10k

Most income8.10%AMLP · $810 on $10k

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

Held in common0.0%AMLP and SCHD

AMLP

SCHD

Alerian MLP ETF · $12.1BSchwab U.S. Dividend Equity ETF · $120B

+14.8%3 years · per year$15,119 · $17,266+20.0%

+16.4%5 years · per year$21,370 · $16,267+10.2%

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

8.10%12-mo yield$810 · $300 on $10k3.00%

−11.0%Worst dropSmaller wins−6.9%

13.4%VolatilityLower wins11.7%

2–4SCHD wins

$10,000 · 5 yearsAll four, 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 6, 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	XLE	State Street Energy Select Sector SPDR ETFRead Desk	0.08%	2.47%	0.0%	+40.6%	+45.0%	+16.8%	+20.7%	−15.0%	$42.0B
2	AAMLP	Alerian MLP ETFRead Desk	1.01%	8.10%	+0.4%	+13.2%	+15.8%	+14.8%	+16.4%	−11.0%	$12.1B
3	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
4	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	XLE	State Street Energy Select Sector SPDR ETFRead Desk	0.08%	2.47%	0.0%	+40.6%	+45.0%	+16.8%	+20.7%	−15.0%	$42.0B
2	AAMLP	Alerian MLP ETFRead Desk	1.01%	8.10%	+0.4%	+13.2%	+15.8%	+14.8%	+16.4%	−11.0%	$12.1B
3	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
4	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B

End-of-day Nov 6, 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

$21,370

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureAMLPSCHD

Fee1.01%0.06%

Cost on $10k a year$101$6

Yield8.10%3.00%

5 years, per year+16.4%+10.2%

3 years, per year+14.8%+20.0%

Worst drop · 1Y−11.0%−6.9%

Volatility · 1Y13.4%11.7%

4–2measures won
SCHD first

0.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

XLE vs VDE

YTD

SPDRXLE

+40.6%

VDEVanguard

+38.6%

+40.6%Year to date+38.6%

2.5%Yield2.4%

$42.0BAssets$10.4B

2–0XLE wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: AMLP, SCHD, XLE, VIG

Today

14.5%most shared, SCHD and VIG

AMLPSCHDXLEVIG

AMLP—0.0%0.0%0.0%

SCHD0.0%—14.2%14.5%

XLE0.0%14.2%—3.5%

VIG0.0%14.5%3.5%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$709most kept, AMLP

AMLP$810 − $101 = $709

SCHD$300 − $6 = $294

XLE$247 − $8 = $239

VIG$150 − $4 = $146

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee