AMLP vs SCHD

AAMLP

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$25,271XLE · AMLP $21,130

Lowest cost0.06%SCHD · $6 on $10k

Most income8.03%AMLP · $803 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 · $122B

+13.9%3 years · per year$14,790 · $17,123+19.6%

+16.1%5 years · per year$21,130 · $16,459+10.5%

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

8.03%12-mo yield$803 · $296 on $10k2.96%

−11.0%Worst dropSmaller wins−6.9%

13.4%VolatilityLower wins11.8%

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 9, 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	XLE	State Street Energy Select Sector SPDR ETFRead Desk	0.08%	2.46%	+0.5%	+41.3%	+44.3%	+15.9%	+20.4%	−15.0%	$40.5B
2	AAMLP	Alerian MLP ETFRead Desk	1.01%	8.03%	+0.9%	+14.2%	+16.6%	+13.9%	+16.1%	−11.0%	$12.1B
3	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	XLE	State Street Energy Select Sector SPDR ETFRead Desk	0.08%	2.46%	+0.5%	+41.3%	+44.3%	+15.9%	+20.4%	−15.0%	$40.5B
2	AAMLP	Alerian MLP ETFRead Desk	1.01%	8.03%	+0.9%	+14.2%	+16.6%	+13.9%	+16.1%	−11.0%	$12.1B
3	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B

End-of-day Nov 9, 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

$21,130

SCHD

Schwab U.S. Dividend Equity

$16,459

MeasureAMLPSCHD

Fee1.01%0.06%

Cost on $10k a year$101$6

Yield8.03%2.96%

5 years, per year+16.1%+10.5%

3 years, per year+13.9%+19.6%

Worst drop · 1Y−11.0%−6.9%

Volatility · 1Y13.4%11.8%

4–2measures won
SCHD first

0.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

XLE vs VDE

YTD

SPDRXLE

+41.3%

VDEVanguard

+39.4%

+41.3%Year to date+39.4%

2.5%Yield2.4%

$40.5BAssets$10.4B

2–0XLE wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: AMLP, XLE, SCHD

Today

14.3%most shared, XLE and SCHD

AMLPXLESCHD

AMLP—0.0%0.0%

XLE0.0%—14.3%

SCHD0.0%14.3%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$702most kept, AMLP

AMLP$803 − $101 = $702

SCHD$296 − $6 = $290

XLE$246 − $8 = $238

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee