IBAT vs AMLP

AIBAT

BAMLP

Measures won1–3AMLP wins · of 6 · 5Y

$10,000 · 5Y$21,130AMLP · XLV $15,284

Lowest cost0.08%XLV · $8 on $10k

Most income8.03%AMLP · $803 on $10k

Smallest drop−10.5%XLV · worst fall in 1Y

Held in common0.0%IBAT and AMLP

IBAT

AMLP

iShares Energy Storage & Materials ETF · $51MAlerian 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 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 9, 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%	8.03%	+0.9%	+14.2%	+16.6%	+13.9%	+16.1%	−11.0%	$12.1B
2	XLV	State Street Health Care Select Sector SPDR ETFRead Desk	0.08%	1.35%	+1.9%	+23.2%	+31.2%	+16.0%	+8.9%	−10.5%	$49.7B
3	AIBAT	iShares Energy Storage & Materials ETFRead Desk	0.47%	0.89%	+2.8%	+19.8%	+8.4%	new	new	−30.7%	$51M

End-of-day Nov 9, 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%	8.03%	+0.9%	+14.2%	+16.6%	+13.9%	+16.1%	−11.0%	$12.1B
2	XLV	State Street Health Care Select Sector SPDR ETFRead Desk	0.08%	1.35%	+1.9%	+23.2%	+31.2%	+16.0%	+8.9%	−10.5%	$49.7B
3	AIBAT	iShares Energy Storage & Materials ETFRead Desk	0.47%	0.89%	+2.8%	+19.8%	+8.4%	new	new	−30.7%	$51M

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

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: IBAT, AMLP, XLV

Today

0.0%most shared, IBAT and AMLP

IBATAMLPXLV

IBAT—0.0%0.0%

AMLP0.0%—0.0%

XLV0.0%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

XLV$135 − $8 = $127

IBAT$89 − $47 = $42

KeptFee

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