IXC vs AMLP

AIXC

BAMLP

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$25,271XLE · IXC $23,739

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%IXC and AMLP

IXC

AMLP

iShares Global Energy ETF · $2.7BAlerian MLP ETF · $12.1B

+16.1%3 years · per year$15,661 · $14,790+13.9%

+18.9%5 years · per year$23,739 · $21,130+16.1%

0.37%Expense ratio$37 · $101 on $10k · lower wins1.01%

2.75%12-mo yield$275 · $803 on $10k8.03%

−15.4%Worst dropSmaller wins−11.0%

21.8%VolatilityLower wins13.4%

3–3Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsIXC · 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	AIXC	iShares Global Energy ETFRead Desk	0.37%	2.75%	+0.3%	+38.3%	+41.9%	+16.1%	+18.9%	−15.4%	$2.7B
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	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.42%	+1.5%	+7.2%	+12.4%	+22.2%	+9.4%	−14.8%	$53.4B

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	AIXC	iShares Global Energy ETFRead Desk	0.37%	2.75%	+0.3%	+38.3%	+41.9%	+16.1%	+18.9%	−15.4%	$2.7B
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	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.42%	+1.5%	+7.2%	+12.4%	+22.2%	+9.4%	−14.8%	$53.4B

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

IXC vs AMLP

IXC

iShares Global Energy

$23,739

AMLP

Alerian MLP

$21,130

MeasureIXCAMLP

Fee0.37%1.01%

Cost on $10k a year$37$101

Yield2.75%8.03%

5 years, per year+18.9%+16.1%

3 years, per year+16.1%+13.9%

Worst drop · 1Y−15.4%−11.0%

Volatility · 1Y21.8%13.4%

3–3measures won
level

0.0%

holdings shared

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

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

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

Overlap: IXC, AMLP, XLE, XLF

Today

60.7%most shared, IXC and XLE

IXCAMLPXLEXLF

IXC—0.0%60.7%0.0%

AMLP0.0%—0.0%0.0%

XLE60.7%0.0%—0.0%

XLF0.0%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

IXC$275 − $37 = $238

XLF$142 − $8 = $134

KeptFee

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