AMLP vs SPY

AAMLP

BSPY

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$21,772AMLP · SPYM $17,749

Lowest cost0.02%SPYM · $2 on $10k

Most income7.74%AMLP · $774 on $10k

Smallest drop−8.1%AMLP · worst fall in 1Y

Held in common0.0%AMLP and SPY

AMLP

SPY

Alerian MLP ETF · $12.7BState Street SPDR S&P 500 ETF · $798B

+17.0%3 years · per year$16,017 · $19,046+24.0%

+16.8%5 years · per year$21,772 · $17,688+12.1%

1.01%Expense ratio$101 · $9 on $10k · lower wins0.09%

7.74%12-mo yield$774 · $101 on $10k1.01%

−8.1%Worst dropSmaller wins−8.9%

12.9%VolatilityLower wins12.8%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsAMLP · SPY

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	AAMLP	Alerian MLP ETFRead Desk	1.01%	7.74%	−0.3%	+18.5%	+22.1%	+17.0%	+16.8%	−8.1%	$12.7B
2	SPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$185.3B
3	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+0.3%	+11.5%	+11.8%	+24.0%	+12.1%	−8.9%	$798.0B

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	AAMLP	Alerian MLP ETFRead Desk	1.01%	7.74%	−0.3%	+18.5%	+22.1%	+17.0%	+16.8%	−8.1%	$12.7B
2	SPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$185.3B
3	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+0.3%	+11.5%	+11.8%	+24.0%	+12.1%	−8.9%	$798.0B

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 SPY

AMLP

Alerian MLP

$21,772

SPY

SPDR S&P 500

$17,688

MeasureAMLPSPY

Fee1.01%0.09%

Cost on $10k a year$101$9

Yield7.74%1.01%

5 years, per year+16.8%+12.1%

3 years, per year+17.0%+24.0%

Worst drop · 1Y−8.1%−8.9%

Volatility · 1Y12.9%12.8%

3–3measures won
level

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

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, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

AMLPSPYMSPY

AMLP—0.0%0.0%

SPYM0.0%—99.9%

SPY0.0%99.9%—

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

SPYM$103 − $2 = $101

SPY$101 − $9 = $92

KeptFee

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