FXN vs AMLP

AFXN

BAMLP

Measures won1–5AMLP wins · of 6 · 5Y

$10,000 · 5Y$21,772AMLP · FXN $21,042

Lowest cost0.63%FXN · $63 on $10k

Most income7.74%AMLP · $774 on $10k

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

Held in common0.0%FXN and AMLP

FXN

AMLP

First Trust Energy AlphaDEX Fund · $394MAlerian MLP ETF · $12.7B

+14.4%3 years · per year$14,991 · $16,017+17.0%

+16.0%5 years · per year$21,042 · $21,772+16.8%

0.63%Expense ratio$63 · $101 on $10k · lower wins1.01%

1.75%12-mo yield$175 · $774 on $10k7.74%

−13.4%Worst dropSmaller wins−8.1%

23.6%VolatilityLower wins12.9%

1–5AMLP wins

$10,000 · 5 yearsOne scale

Shared top holdingsFXN · AMLP

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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	BAMLP	Alerian MLP ETFRead Desk		1.01%	7.74%	−0.3%	+18.5%	+22.1%	+17.0%	+16.8%	−8.1%	$12.7B
2	AFXN	First Trust Energy AlphaDEX FundRead Desk		0.63%	1.75%	−0.5%	+48.0%	+54.5%	+14.4%	+16.0%	−13.4%	$394M

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	BAMLP	Alerian MLP ETFRead Desk		1.01%	7.74%	−0.3%	+18.5%	+22.1%	+17.0%	+16.8%	−8.1%	$12.7B
2	AFXN	First Trust Energy AlphaDEX FundRead Desk		0.63%	1.75%	−0.5%	+48.0%	+54.5%	+14.4%	+16.0%	−13.4%	$394M

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

FXN vs AMLP

FXN

First Trust Energy AlphaDEX Fund

$21,042

AMLP

Alerian MLP

$21,772

MeasureFXNAMLP

Fee0.63%1.01%

Cost on $10k a year$63$101

Yield1.75%7.74%

5 years, per year+16.0%+16.8%

3 years, per year+14.4%+17.0%

Worst drop · 1Y−13.4%−8.1%

Volatility · 1Y23.6%12.9%

5–1measures won
AMLP first

0.0%

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: FXN, AMLP

Today

0.0%most shared, FXN and AMLP

FXNAMLP

FXN—0.0%

AMLP0.0%—

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

FXN$175 − $63 = $112

KeptFee

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