AMLP vs XLF

AAMLP

BXLF

Measures won4–2AMLP wins · of 6 · 5Y

$10,000 · 5Y$33,824SMH · AMLP $20,959

Lowest cost0.08%XLF · $8 on $10k

Most income8.14%AMLP · $814 on $10k

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

Held in common0.0%AMLP and XLF

AMLP

XLF

Alerian MLP ETF · $12.3BState Street Financial Select Sector SPDR ETF · $53.8B

+14.9%3 years · per year$15,151 · $18,620+23.0%

+16.0%5 years · per year$20,959 · $15,503+9.2%

1.01%Expense ratio$101 · $8 on $10k · lower wins0.08%

8.14%12-mo yield$814 · $144 on $10k1.44%

−11.0%Worst dropSmaller wins−14.8%

13.4%VolatilityLower wins15.3%

4–2AMLP wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsAMLP · XLF

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 5, 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	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$65.4B
2	AAMLP	Alerian MLP ETFRead Desk	1.01%	8.14%	−2.2%	+12.8%	+16.3%	+14.9%	+16.0%	−11.0%	$12.3B
3	BXLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.44%	−2.9%	+6.3%	+11.4%	+23.0%	+9.2%	−14.8%	$53.8B

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

All Three

5Y3 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$65.4B
2	AAMLP	Alerian MLP ETFRead Desk	1.01%	8.14%	−2.2%	+12.8%	+16.3%	+14.9%	+16.0%	−11.0%	$12.3B
3	BXLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.44%	−2.9%	+6.3%	+11.4%	+23.0%	+9.2%	−14.8%	$53.8B

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

Cards for this view

AMLP vs XLF

AMLP

Alerian MLP

$20,959

XLF

Financial Select Sector SPDR

$15,503

MeasureAMLPXLF

Fee1.01%0.08%

Cost on $10k a year$101$8

Yield8.14%1.44%

5 years, per year+16.0%+9.2%

3 years, per year+14.9%+23.0%

Worst drop · 1Y−11.0%−14.8%

Volatility · 1Y13.4%15.3%

4–2measures won
AMLP first

0.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+31.6%

SMHVanEck

+24.3%

+31.6%Year to date+24.3%

0.33% · $33Fee · on $10k a year0.35% · $35

$42.6BAssets$65.4B

2–0SOXX wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: AMLP, XLF, SMH

Today

0.0%most shared, AMLP and XLF

AMLPXLFSMH

AMLP—0.0%0.0%

XLF0.0%—0.0%

SMH0.0%0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$713most kept, AMLP

AMLP$814 − $101 = $713

XLF$144 − $8 = $136

SMH$25 − $35 = −$10

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee