AMLP vs SCHD

AAMLP

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$23,003XLK · AMLP $21,308

Lowest cost0.06%SCHD · $6 on $10k

Most income7.96%AMLP · $796 on $10k

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

Held in common0.0%AMLP and SCHD

AMLP

SCHD

Alerian MLP ETF · $12.3BSchwab U.S. Dividend Equity ETF · $123B

+15.9%3 years · per year$15,574 · $17,908+21.4%

+16.3%5 years · per year$21,308 · $16,881+11.0%

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

7.96%12-mo yield$796 · $291 on $10k2.91%

−9.0%Worst dropSmaller wins−6.9%

13.2%VolatilityLower wins11.5%

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 4, 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	XLK	State Street Technology Select Sector SPDR ETFRead Desk	0.08%	0.47%	0.0%	+23.0%	+17.5%	+30.2%	+18.1%	−15.9%	$117.1B
2	AAMLP	Alerian MLP ETFRead Desk	1.01%	7.96%	−2.7%	+15.3%	+18.8%	+15.9%	+16.3%	−9.0%	$12.3B
3	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
4	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

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	XLK	State Street Technology Select Sector SPDR ETFRead Desk	0.08%	0.47%	0.0%	+23.0%	+17.5%	+30.2%	+18.1%	−15.9%	$117.1B
2	AAMLP	Alerian MLP ETFRead Desk	1.01%	7.96%	−2.7%	+15.3%	+18.8%	+15.9%	+16.3%	−9.0%	$12.3B
3	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
4	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

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 SCHD

AMLP

Alerian MLP

$21,308

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureAMLPSCHD

Fee1.01%0.06%

Cost on $10k a year$101$6

Yield7.96%2.91%

5 years, per year+16.3%+11.0%

3 years, per year+15.9%+21.4%

Worst drop · 1Y−9.0%−6.9%

Volatility · 1Y13.2%11.5%

4–2measures won
SCHD 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

XLK vs VGT

YTD

SPDRXLK

+23.0%

VGTVanguard

+23.1%

+23.0%Year to date+23.1%

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

$117BAssets$155B

1–1level

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

Overlap: AMLP, SCHD, XLK, XLF

Today

3.9%most shared, SCHD and XLK

AMLPSCHDXLKXLF

AMLP—0.0%0.0%0.0%

SCHD0.0%—3.9%3.4%

XLK0.0%3.9%—0.0%

XLF0.0%3.4%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

SCHD$291 − $6 = $285

XLF$140 − $8 = $132

XLK$47 − $8 = $39

KeptFee

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