NVIR vs AMLP

ANVIR

BAMLP

Measures won1–4AMLP wins · of 6 · 5Y

$10,000 · 5Y$21,308AMLP

Lowest cost0.85%NVIR · $85 on $10k

Most income7.96%AMLP · $796 on $10k

Smallest drop−9.0%AMLP · worst fall in 1Y

Held in common2.5%NVIR and AMLP

NVIR

AMLP

Horizon Kinetics Energy Remediation ETF · $5MAlerian MLP ETF · $12.3B

+15.5%3 years · per year$15,414 · $15,574+15.9%

[…]5 years · per year[…] · $21,308+16.3%

0.85%Expense ratio$85 · $101 on $10k · lower wins1.01%

0.78%12-mo yield$78 · $796 on $10k7.96%

−9.1%Worst dropSmaller wins−9.0%

18.1%VolatilityLower wins13.2%

1–4AMLP wins

$10,000 · 5 yearsOne scale

Shared top holdingsNVIR · AMLP

4.2%WBI2.5%

Held in common2.5%

End-of-day Nov 4, 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	BAMLP	Alerian MLP ETFRead Desk		1.01%	7.96%	−2.7%	+15.3%	+18.8%	+15.9%	+16.3%	−9.0%	$12.3B
2	ANVIR	Horizon Kinetics Energy Remediation ETFRead Desk		0.85%	0.78%	−4.3%	+17.9%	+20.3%	+15.5%	new	−9.1%	$5M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BAMLP	Alerian MLP ETFRead Desk		1.01%	7.96%	−2.7%	+15.3%	+18.8%	+15.9%	+16.3%	−9.0%	$12.3B
2	ANVIR	Horizon Kinetics Energy Remediation ETFRead Desk		0.85%	0.78%	−4.3%	+17.9%	+20.3%	+15.5%	new	−9.1%	$5M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

NVIR vs AMLP

NVIR

Horizon Kinetics Energy Remediation

[…]

AMLP

Alerian MLP

$21,308

MeasureNVIRAMLP

Fee0.85%1.01%

Cost on $10k a year$85$101

Yield0.78%7.96%

5 years, per year[…]+16.3%

3 years, per year+15.5%+15.9%

Worst drop · 1Y−9.1%−9.0%

Volatility · 1Y18.1%13.2%

4–1measures won
AMLP first

2.5%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: NVIR, AMLP

Today

2.5%most shared, NVIR and AMLP

NVIRAMLP

NVIR—2.5%

AMLP2.5%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$695most kept, AMLP

AMLP$796 − $101 = $695

NVIR$78 − $85 = −$7

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee