IXC vs AMLP

AIXC

BAMLP

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$23,972IXC · AMLP $21,370

Lowest cost0.08%XLV · $8 on $10k

Most income8.10%AMLP · $810 on $10k

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

Held in common0.0%IXC and AMLP

IXC

AMLP

iShares Global Energy ETF · $3.0BAlerian MLP ETF · $12.0B

+17.2%3 years · per year$16,078 · $15,119+14.8%

+19.1%5 years · per year$23,972 · $21,370+16.4%

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

2.76%12-mo yield$276 · $810 on $10k8.10%

−15.4%Worst dropSmaller wins−11.0%

21.8%VolatilityLower wins13.4%

3–3Level

$10,000 · 5 yearsAll three, 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 6, 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	AIXC	iShares Global Energy ETFRead Desk	0.37%	2.76%	−0.4%	+37.9%	+42.3%	+17.2%	+19.1%	−15.4%	$3.0B
2	BAMLP	Alerian MLP ETFRead Desk	1.01%	8.10%	+0.4%	+13.2%	+15.8%	+14.8%	+16.4%	−11.0%	$12.0B
3	XLV	State Street Health Care Select Sector SPDR ETFRead Desk	0.08%	1.38%	−0.1%	+20.9%	+29.0%	+15.9%	+8.4%	−10.5%	$50.9B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	AIXC	iShares Global Energy ETFRead Desk	0.37%	2.76%	−0.4%	+37.9%	+42.3%	+17.2%	+19.1%	−15.4%	$3.0B
2	BAMLP	Alerian MLP ETFRead Desk	1.01%	8.10%	+0.4%	+13.2%	+15.8%	+14.8%	+16.4%	−11.0%	$12.0B
3	XLV	State Street Health Care Select Sector SPDR ETFRead Desk	0.08%	1.38%	−0.1%	+20.9%	+29.0%	+15.9%	+8.4%	−10.5%	$50.9B

End-of-day Nov 6, 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

$23,972

AMLP

Alerian MLP

$21,370

MeasureIXCAMLP

Fee0.37%1.01%

Cost on $10k a year$37$101

Yield2.76%8.10%

5 years, per year+19.1%+16.4%

3 years, per year+17.2%+14.8%

Worst drop · 1Y−15.4%−11.0%

Volatility · 1Y21.8%13.4%

3–3measures won
level

0.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: IXC, AMLP, XLV

Today

0.0%most shared, IXC and AMLP

IXCAMLPXLV

IXC—0.0%0.0%

AMLP0.0%—0.0%

XLV0.0%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$709most kept, AMLP

AMLP$810 − $101 = $709

IXC$276 − $37 = $239

XLV$138 − $8 = $130

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee