AMZA vs AMLP

AAMZA

BAMLP

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$26,063AMZA · AMLP $21,772

Lowest cost1.01%AMLP · $101 on $10k

Most income8.24%AMZA · $824 on $10k

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

Held in common88.3%AMZA and AMLP

AMZA

AMLP

InfraCap MLP ETF · $470MAlerian MLP ETF · $12.7B

+21.8%3 years · per year$18,084 · $16,017+17.0%

+21.1%5 years · per year$26,063 · $21,772+16.8%

1.72%Expense ratio$172 · $101 on $10k · lower wins1.01%

8.24%12-mo yield$824 · $774 on $10k7.74%

−8.2%Worst dropSmaller wins−8.1%

19.0%VolatilityLower wins12.9%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsAMZA · AMLP

13.0%PAA12.9%

16.0%ET12.1%

12.0%MPLX12.8%

11.9%EPD12.3%

Held in common88.3%

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

Both

5Y2 funds

#			Trend
1	AAMZA	InfraCap MLP ETFRead Desk		1.72%	8.24%	+0.6%	+31.6%	+36.3%	+21.8%	+21.1%	−8.2%	$470M
2	BAMLP	Alerian MLP ETFRead Desk		1.01%	7.74%	−0.3%	+18.5%	+22.1%	+17.0%	+16.8%	−8.1%	$12.7B

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

Both

5Y2 funds

#			Trend
1	AAMZA	InfraCap MLP ETFRead Desk		1.72%	8.24%	+0.6%	+31.6%	+36.3%	+21.8%	+21.1%	−8.2%	$470M
2	BAMLP	Alerian MLP ETFRead Desk		1.01%	7.74%	−0.3%	+18.5%	+22.1%	+17.0%	+16.8%	−8.1%	$12.7B

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

AMZA vs AMLP

AMZA

InfraCap MLP

$26,063

AMLP

Alerian MLP

$21,772

MeasureAMZAAMLP

Fee1.72%1.01%

Cost on $10k a year$172$101

Yield8.24%7.74%

5 years, per year+21.1%+16.8%

3 years, per year+21.8%+17.0%

Worst drop · 1Y−8.2%−8.1%

Volatility · 1Y19.0%12.9%

3–3measures won
level

88.3%

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

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: AMZA, AMLP

Today

88.3%most shared, AMZA and AMLP

AMZAAMLP

AMZA—88.3%

AMLP88.3%—

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

AMZA$824 − $172 = $652

KeptFee

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