AMLP vs XES

AAMLP

BXES

Measures won5–1AMLP wins · of 6 · 5Y

$10,000 · 5Y$21,370AMLP · XES $17,716

Lowest cost0.08%XLF · $8 on $10k

Most income8.10%AMLP · $810 on $10k

Smallest drop−11.0%AMLP · worst fall in 1Y

Held in common0.0%AMLP and XES

AMLP

XES

Alerian MLP ETF · $12.0BState Street SPDR S&P Oil & Gas Equipment & Services ETF · $316M

+14.8%3 years · per year$15,119 · $11,416+4.5%

+16.4%5 years · per year$21,370 · $17,716+12.1%

1.01%Expense ratio$101 · $35 on $10k · lower wins0.35%

8.10%12-mo yield$810 · $125 on $10k1.25%

−11.0%Worst dropSmaller wins−29.8%

13.4%VolatilityLower wins32.6%

5–1AMLP wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsAMLP · XES

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 Three

5Y3 funds

#
1	AAMLP	Alerian MLP ETFRead Desk	1.01%	8.10%	+0.4%	+13.2%	+15.8%	+14.8%	+16.4%	−11.0%	$12.0B
2	BXES	State Street SPDR S&P Oil & Gas Equipment & Services ETFRead Desk	0.35%	1.25%	+3.1%	+18.3%	+21.4%	+4.5%	+12.1%	−29.8%	$316M
3	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.44%	−0.6%	+5.7%	+10.4%	+22.5%	+9.1%	−14.8%	$55.5B

End-of-day Nov 6, 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%	8.10%	+0.4%	+13.2%	+15.8%	+14.8%	+16.4%	−11.0%	$12.0B
2	BXES	State Street SPDR S&P Oil & Gas Equipment & Services ETFRead Desk	0.35%	1.25%	+3.1%	+18.3%	+21.4%	+4.5%	+12.1%	−29.8%	$316M
3	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.44%	−0.6%	+5.7%	+10.4%	+22.5%	+9.1%	−14.8%	$55.5B

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 XES

AMLP

Alerian MLP

$21,370

XES

SPDR S&P Oil & Gas Equipment & Services

$17,716

MeasureAMLPXES

Fee1.01%0.35%

Cost on $10k a year$101$35

Yield8.10%1.25%

5 years, per year+16.4%+12.1%

3 years, per year+14.8%+4.5%

Worst drop · 1Y−11.0%−29.8%

Volatility · 1Y13.4%32.6%

5–1measures won
AMLP first

0.0%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD 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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: AMLP, XES, XLF

Today

0.0%most shared, AMLP and XES

AMLPXESXLF

AMLP—0.0%0.0%

XES0.0%—0.0%

XLF0.0%0.0%—

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

XLF$144 − $8 = $136

XES$125 − $35 = $90

KeptFee

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