FENY vs AMLP

AFENY

BAMLP

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$25,722FENY · AMLP $21,308

Lowest cost0.08%FENY · $8 on $10k

Most income7.96%AMLP · $796 on $10k

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

Held in common0.2%FENY and AMLP

FENY

AMLP

Fidelity MSCI Energy Index ETF · $2.1BAlerian MLP ETF · $12.7B

+17.4%3 years · per year$16,178 · $15,574+15.9%

+20.8%5 years · per year$25,722 · $21,308+16.3%

0.08%Expense ratio$8 · $101 on $10k · lower wins1.01%

2.26%12-mo yield$226 · $796 on $10k7.96%

−14.9%Worst dropSmaller wins−9.0%

23.1%VolatilityLower wins13.2%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsFENY · AMLP

0.2%HESM7.1%

0.1%WBI2.5%

0.2%PAGP0.0%

Held in common0.2%

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	AFENY	Fidelity MSCI Energy Index ETFRead Desk		0.08%	2.26%	−5.0%	+42.9%	+45.6%	+17.4%	+20.8%	−14.9%	$2.1B
2	BAMLP	Alerian MLP ETFRead Desk		1.01%	7.96%	−2.7%	+15.3%	+18.8%	+15.9%	+16.3%	−9.0%	$12.7B

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	AFENY	Fidelity MSCI Energy Index ETFRead Desk		0.08%	2.26%	−5.0%	+42.9%	+45.6%	+17.4%	+20.8%	−14.9%	$2.1B
2	BAMLP	Alerian MLP ETFRead Desk		1.01%	7.96%	−2.7%	+15.3%	+18.8%	+15.9%	+16.3%	−9.0%	$12.7B

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

FENY vs AMLP

FENY

Fidelity MSCI Energy Index

$25,722

AMLP

Alerian MLP

$21,308

MeasureFENYAMLP

Fee0.08%1.01%

Cost on $10k a year$8$101

Yield2.26%7.96%

5 years, per year+20.8%+16.3%

3 years, per year+17.4%+15.9%

Worst drop · 1Y−14.9%−9.0%

Volatility · 1Y23.1%13.2%

3–3measures won
level

0.2%

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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: FENY, AMLP

Today

0.2%most shared, FENY and AMLP

FENYAMLP

FENY—0.2%

AMLP0.2%—

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

FENY$226 − $8 = $218

KeptFee

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