IYE vs AMLP

AIYE

BAMLP

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$25,446IYE · AMLP $21,772

Lowest cost0.37%IYE · $37 on $10k

Most income7.74%AMLP · $774 on $10k

Smallest drop−8.1%AMLP · worst fall in 1Y

Held in common0.0%IYE and AMLP

IYE

AMLP

iShares U.S. Energy ETF · $1.9BAlerian MLP ETF · $12.7B

+19.6%3 years · per year$17,111 · $16,017+17.0%

+20.5%5 years · per year$25,446 · $21,772+16.8%

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

1.92%12-mo yield$192 · $774 on $10k7.74%

−14.5%Worst dropSmaller wins−8.1%

22.0%VolatilityLower wins12.9%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsIYE · AMLP

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

Held in common0.0%

End-of-day Nov 3, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	AIYE	iShares U.S. Energy ETFRead Desk		0.37%	1.92%	−0.8%	+50.5%	+53.8%	+19.6%	+20.5%	−14.5%	$1.9B
2	BAMLP	Alerian MLP ETFRead Desk		1.01%	7.74%	−0.3%	+18.5%	+22.1%	+17.0%	+16.8%	−8.1%	$12.7B

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

Both

5Y2 funds

#			Trend
1	AIYE	iShares U.S. Energy ETFRead Desk		0.37%	1.92%	−0.8%	+50.5%	+53.8%	+19.6%	+20.5%	−14.5%	$1.9B
2	BAMLP	Alerian MLP ETFRead Desk		1.01%	7.74%	−0.3%	+18.5%	+22.1%	+17.0%	+16.8%	−8.1%	$12.7B

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

Cards for this view

IYE vs AMLP

IYE

iShares U.S. Energy

$25,446

AMLP

Alerian MLP

$21,772

MeasureIYEAMLP

Fee0.37%1.01%

Cost on $10k a year$37$101

Yield1.92%7.74%

5 years, per year+20.5%+16.8%

3 years, per year+19.6%+17.0%

Worst drop · 1Y−14.5%−8.1%

Volatility · 1Y22.0%12.9%

3–3measures won
level

0.0%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: IYE, AMLP

Today

0.0%most shared, IYE and AMLP

IYEAMLP

IYE—0.0%

AMLP0.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$673most kept, AMLP

AMLP$774 − $101 = $673

IYE$192 − $37 = $155

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee