IBAT vs AMLP

AIBAT

BAMLP

Measures won1–3AMLP wins · of 6 · 5Y

$10,000 · 5Y$20,959AMLP · XLK $20,952

Lowest cost0.08%XLK · $8 on $10k

Most income8.14%AMLP · $814 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 · $50MAlerian MLP ETF · $12.0B

[…]3 years · per year[…] · $15,151+14.9%

[…]5 years · per year[…] · $20,959+16.0%

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

0.92%12-mo yield$92 · $814 on $10k8.14%

−30.7%Worst dropSmaller wins−11.0%

33.4%VolatilityLower wins13.4%

1–3AMLP wins

$10,000 · 5 yearsAll three, 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 5, 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	BAMLP	Alerian MLP ETFRead Desk	1.01%	8.14%	−2.2%	+12.8%	+16.3%	+14.9%	+16.0%	−11.0%	$12.0B
2	XLK	State Street Technology Select Sector SPDR ETFRead Desk	0.08%	0.51%	−8.0%	+13.2%	+11.1%	+26.4%	+15.9%	−19.6%	$116.9B
3	AIBAT	iShares Energy Storage & Materials ETFRead Desk	0.47%	0.92%	−9.1%	+15.9%	+6.1%	new	new	−30.7%	$50M

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

All Three

5Y3 funds

#
1	BAMLP	Alerian MLP ETFRead Desk	1.01%	8.14%	−2.2%	+12.8%	+16.3%	+14.9%	+16.0%	−11.0%	$12.0B
2	XLK	State Street Technology Select Sector SPDR ETFRead Desk	0.08%	0.51%	−8.0%	+13.2%	+11.1%	+26.4%	+15.9%	−19.6%	$116.9B
3	AIBAT	iShares Energy Storage & Materials ETFRead Desk	0.47%	0.92%	−9.1%	+15.9%	+6.1%	new	new	−30.7%	$50M

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

IBAT vs AMLP

IBAT

iShares Energy Storage & Materials

[…]

AMLP

Alerian MLP

$20,959

MeasureIBATAMLP

Fee0.47%1.01%

Cost on $10k a year$47$101

Yield0.92%8.14%

5 years, per year[…]+16.0%

3 years, per year[…]+14.9%

Worst drop · 1Y−30.7%−11.0%

Volatility · 1Y33.4%13.4%

3–1measures won
AMLP first

0.0%

holdings shared

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

XLK vs VGT

YTD

SPDRXLK

+13.2%

VGTVanguard

+14.0%

+13.2%Year to date+14.0%

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

$117BAssets$155B

1–1level

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%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: IBAT, AMLP, XLK

Today

0.0%most shared, IBAT and AMLP

IBATAMLPXLK

IBAT—0.0%0.0%

AMLP0.0%—0.0%

XLK0.0%0.0%—

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

Income After Fees on $10,000

$713most kept, AMLP

AMLP$814 − $101 = $713

IBAT$92 − $47 = $45

XLK$51 − $8 = $43

KeptFee

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