IBAT vs AMLP

AIBAT

BAMLP

Measures won1–3AMLP wins · of 6 · 5Y

$10,000 · 5Y$25,271XLE · VGT $21,281

Lowest cost0.08%XLE · $8 on $10k

Most income8.03%AMLP · $803 on $10k

Smallest drop−11.0%AMLP · worst fall in 1Y

Held in common0.0%IBAT and AMLP

IBAT

AMLP

iShares Energy Storage & Materials ETF · $52MAlerian MLP ETF · $12.1B

[…]3 years · per year[…] · $14,790+13.9%

[…]5 years · per year[…] · $21,130+16.1%

0.47%Expense ratio$47 · $101 on $10k · lower wins1.01%

0.89%12-mo yield$89 · $803 on $10k8.03%

−30.7%Worst dropSmaller wins−11.0%

33.4%VolatilityLower wins13.4%

1–3AMLP wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsIBAT · AMLP

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

Held in common0.0%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	XLE	State Street Energy Select Sector SPDR ETFRead Desk	0.08%	2.46%	+0.5%	+41.3%	+44.3%	+15.9%	+20.4%	−15.0%	$40.5B
2	VGT	Vanguard Information Technology ETFRead Desk	0.09%	0.42%	+3.2%	+19.3%	+18.0%	+29.2%	+16.3%	−17.5%	$154.5B
3	BAMLP	Alerian MLP ETFRead Desk	1.01%	8.03%	+0.9%	+14.2%	+16.6%	+13.9%	+16.1%	−11.0%	$12.1B
4	AIBAT	iShares Energy Storage & Materials ETFRead Desk	0.47%	0.89%	+2.8%	+19.8%	+8.4%	new	new	−30.7%	$52M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	XLE	State Street Energy Select Sector SPDR ETFRead Desk	0.08%	2.46%	+0.5%	+41.3%	+44.3%	+15.9%	+20.4%	−15.0%	$40.5B
2	VGT	Vanguard Information Technology ETFRead Desk	0.09%	0.42%	+3.2%	+19.3%	+18.0%	+29.2%	+16.3%	−17.5%	$154.5B
3	BAMLP	Alerian MLP ETFRead Desk	1.01%	8.03%	+0.9%	+14.2%	+16.6%	+13.9%	+16.1%	−11.0%	$12.1B
4	AIBAT	iShares Energy Storage & Materials ETFRead Desk	0.47%	0.89%	+2.8%	+19.8%	+8.4%	new	new	−30.7%	$52M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IBAT vs AMLP

IBAT

iShares Energy Storage & Materials

[…]

AMLP

Alerian MLP

$21,130

MeasureIBATAMLP

Fee0.47%1.01%

Cost on $10k a year$47$101

Yield0.89%8.03%

5 years, per year[…]+16.1%

3 years, per year[…]+13.9%

Worst drop · 1Y−30.7%−11.0%

Volatility · 1Y33.4%13.4%

3–1measures won
AMLP first

0.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

XLK vs VGT

YTD

SPDRXLK

+19.1%

VGTVanguard

+19.3%

+19.1%Year to date+19.3%

0.08% · $8Fee · on $10k a year0.09% · $9

$110BAssets$155B

1–1level

End-of-day Nov 9, 2026

XLE vs VDE

YTD

SPDRXLE

+41.3%

VDEVanguard

+39.4%

+41.3%Year to date+39.4%

2.5%Yield2.4%

$40.5BAssets$10.4B

2–0XLE wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: IBAT, AMLP, XLE, VGT

Today

0.2%most shared, IBAT and VGT

IBATAMLPXLEVGT

IBAT—0.0%0.0%0.2%

AMLP0.0%—0.0%0.0%

XLE0.0%0.0%—0.0%

VGT0.2%0.0%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$702most kept, AMLP

AMLP$803 − $101 = $702

XLE$246 − $8 = $238

IBAT$89 − $47 = $42

VGT$42 − $9 = $33

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee