AMLP vs XLV

AAMLP

BXLV

Measures won4–2AMLP wins · of 6 · 5Y

$10,000 · 5Y$21,308AMLP · XLV $15,652

Lowest cost0.08%XLV · $8 on $10k

Most income7.96%AMLP · $796 on $10k

Smallest drop−9.0%AMLP · worst fall in 1Y

Held in common0.0%AMLP and XLV

AMLP

XLV

Alerian MLP ETF · $12.3BState Street Health Care Select Sector SPDR ETF · $49.1B

+15.9%3 years · per year$15,574 · $16,102+17.2%

+16.3%5 years · per year$21,308 · $15,652+9.4%

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

7.96%12-mo yield$796 · $134 on $10k1.34%

−9.0%Worst dropSmaller wins−10.5%

13.2%VolatilityLower wins16.6%

4–2AMLP wins

$10,000 · 5 yearsOne scale

Shared top holdingsAMLP · XLV

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

Both

5Y2 funds

#			Trend
1	AAMLP	Alerian MLP ETFRead Desk		1.01%	7.96%	−2.7%	+15.3%	+18.8%	+15.9%	+16.3%	−9.0%	$12.3B
2	BXLV	State Street Health Care Select Sector SPDR ETFRead Desk		0.08%	1.34%	+3.1%	+24.0%	+33.5%	+17.2%	+9.4%	−10.5%	$49.1B

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

Both

5Y2 funds

#			Trend
1	AAMLP	Alerian MLP ETFRead Desk		1.01%	7.96%	−2.7%	+15.3%	+18.8%	+15.9%	+16.3%	−9.0%	$12.3B
2	BXLV	State Street Health Care Select Sector SPDR ETFRead Desk		0.08%	1.34%	+3.1%	+24.0%	+33.5%	+17.2%	+9.4%	−10.5%	$49.1B

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 XLV

AMLP

Alerian MLP

$21,308

XLV

Health Care Select Sector SPDR

$15,652

MeasureAMLPXLV

Fee1.01%0.08%

Cost on $10k a year$101$8

Yield7.96%1.34%

5 years, per year+16.3%+9.4%

3 years, per year+15.9%+17.2%

Worst drop · 1Y−9.0%−10.5%

Volatility · 1Y13.2%16.6%

4–2measures won
AMLP 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

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: AMLP, XLV

Today

0.0%most shared, AMLP and XLV

AMLPXLV

AMLP—0.0%

XLV0.0%—

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

XLV$134 − $8 = $126

KeptFee

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