AMZA vs XLE

AAMZA

BXLE

Measures won4–2AMZA wins · of 6 · 5Y

$10,000 · 5Y$25,404XLE · AMZA $24,513

Lowest cost0.08%XLE · $8 on $10k

Most income8.89%AMZA · $889 on $10k

Smallest drop−11.4%AMZA · worst fall in 1Y

Held in common11.8%AMZA and XLE

AMZA

XLE

InfraCap MLP ETF · $470MState Street Energy Select Sector SPDR ETF · $44.1B

+18.5%3 years · per year$16,652 · $15,905+16.7%

+19.6%5 years · per year$24,513 · $25,404+20.5%

1.72%Expense ratio$172 · $8 on $10k · lower wins0.08%

8.89%12-mo yield$889 · $247 on $10k2.47%

−11.4%Worst dropSmaller wins−15.0%

19.8%VolatilityLower wins23.3%

4–2AMZA wins

$10,000 · 5 yearsOne scale

Shared top holdingsAMZA · XLE

4.4%WMB4.2%

3.5%KMI3.2%

2.1%TRGP3.2%

2.0%OKE2.9%

Held in common11.8%

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

Both

5Y2 funds

#			Trend
1	BXLE	State Street Energy Select Sector SPDR ETFRead Desk		0.08%	2.47%	−3.0%	+40.6%	+45.4%	+16.7%	+20.5%	−15.0%	$44.1B
2	AAMZA	InfraCap MLP ETFRead Desk		1.72%	8.89%	−2.9%	+21.9%	+27.8%	+18.5%	+19.6%	−11.4%	$470M

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

Both

5Y2 funds

#			Trend
1	BXLE	State Street Energy Select Sector SPDR ETFRead Desk		0.08%	2.47%	−3.0%	+40.6%	+45.4%	+16.7%	+20.5%	−15.0%	$44.1B
2	AAMZA	InfraCap MLP ETFRead Desk		1.72%	8.89%	−2.9%	+21.9%	+27.8%	+18.5%	+19.6%	−11.4%	$470M

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

AMZA vs XLE

AMZA

InfraCap MLP

$24,513

XLE

Energy Select Sector SPDR

$25,404

MeasureAMZAXLE

Fee1.72%0.08%

Cost on $10k a year$172$8

Yield8.89%2.47%

5 years, per year+19.6%+20.5%

3 years, per year+18.5%+16.7%

Worst drop · 1Y−11.4%−15.0%

Volatility · 1Y19.8%23.3%

4–2measures won
AMZA first

11.8%

holdings shared

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

XLE vs VDE

YTD

SPDRXLE

+40.6%

VDEVanguard

+38.4%

+40.6%Year to date+38.4%

2.5%Yield2.4%

$44.1BAssets$10.4B

2–0XLE 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: AMZA, XLE

Today

11.8%most shared, AMZA and XLE

AMZAXLE

AMZA—11.8%

XLE11.8%—

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

Income After Fees on $10,000

$717most kept, AMZA

AMZA$889 − $172 = $717

XLE$247 − $8 = $239

KeptFee

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