AMZA vs XLE

AAMZA

BXLE

Measures won4–2AMZA wins · of 6 · 5Y

$10,000 · 5Y$26,887XLE · AMZA $26,063

Lowest cost0.03%VOO · $3 on $10k

Most income8.24%AMZA · $824 on $10k

Smallest drop−8.2%AMZA · worst fall in 1Y

Held in common12.9%AMZA and XLE

AMZA

XLE

InfraCap MLP ETF · $470MState Street Energy Select Sector SPDR ETF · $44.6B

+21.8%3 years · per year$18,084 · $17,324+20.1%

+21.1%5 years · per year$26,063 · $26,887+21.9%

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

8.24%12-mo yield$824 · $228 on $10k2.28%

−8.2%Worst dropSmaller wins−15.0%

19.0%VolatilityLower wins22.6%

4–2AMZA wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsAMZA · XLE

4.5%WMB4.2%

3.5%KMI3.2%

2.8%OKE2.9%

2.4%TRGP3.2%

Held in common12.9%

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

All Three

5Y3 funds

#
1	BXLE	State Street Energy Select Sector SPDR ETFRead Desk	0.08%	2.28%	−0.8%	+52.1%	+55.6%	+20.1%	+21.9%	−15.0%	$44.6B
2	AAMZA	InfraCap MLP ETFRead Desk	1.72%	8.24%	+0.6%	+31.6%	+36.3%	+21.8%	+21.1%	−8.2%	$470M
3	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$1.00T

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

All Three

5Y3 funds

#
1	BXLE	State Street Energy Select Sector SPDR ETFRead Desk	0.08%	2.28%	−0.8%	+52.1%	+55.6%	+20.1%	+21.9%	−15.0%	$44.6B
2	AAMZA	InfraCap MLP ETFRead Desk	1.72%	8.24%	+0.6%	+31.6%	+36.3%	+21.8%	+21.1%	−8.2%	$470M
3	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$1.00T

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 XLE

AMZA

InfraCap MLP

$26,063

XLE

Energy Select Sector SPDR

$26,887

MeasureAMZAXLE

Fee1.72%0.08%

Cost on $10k a year$172$8

Yield8.24%2.28%

5 years, per year+21.1%+21.9%

3 years, per year+21.8%+20.1%

Worst drop · 1Y−8.2%−15.0%

Volatility · 1Y19.0%22.6%

4–2measures won
AMZA first

12.9%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

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

XLE vs VDE

YTD

SPDRXLE

+52.1%

VDEVanguard

+50.3%

+52.1%Year to date+50.3%

2.3%Yield2.2%

$44.6BAssets$10.4B

2–0XLE wins

End-of-day Nov 3, 2026

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV wins

End-of-day Nov 3, 2026

Overlap: AMZA, XLE, VOO

Today

12.9%most shared, AMZA and XLE

AMZAXLEVOO

AMZA—12.9%0.7%

XLE12.9%—3.4%

VOO0.7%3.4%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$652most kept, AMZA

AMZA$824 − $172 = $652

XLE$228 − $8 = $220

VOO$107 − $3 = $104

KeptFee

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