TPYP vs IXC

ATPYP

BIXC

Measures won4–2TPYP wins · of 6 · 5Y

$10,000 · 5Y$23,972IXC · TPYP $21,769

Lowest cost0.08%XLF · $8 on $10k

Most income3.37%TPYP · $337 on $10k

Smallest drop−9.1%TPYP · worst fall in 1Y

Held in common7.5%TPYP and IXC

TPYP

IXC

Tortoise North American Pipeline ETF · $852MiShares Global Energy ETF · $2.7B

+23.0%3 years · per year$18,598 · $16,078+17.2%

+16.8%5 years · per year$21,769 · $23,972+19.1%

0.40%Expense ratio$40 · $37 on $10k · lower wins0.37%

3.37%12-mo yield$337 · $276 on $10k2.76%

−9.1%Worst dropSmaller wins−15.4%

15.5%VolatilityLower wins21.8%

4–2TPYP wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsTPYP · IXC

6.8%WMB2.1%

7.5%KMI1.6%

7.4%TRGP1.6%

6.9%OKE1.5%

Held in common7.5%

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	BIXC	iShares Global Energy ETFRead Desk	0.37%	2.76%	−0.4%	+37.9%	+42.3%	+17.2%	+19.1%	−15.4%	$2.7B
2	ATPYP	Tortoise North American Pipeline ETFRead Desk	0.40%	3.37%	−0.4%	+17.9%	+22.5%	+23.0%	+16.8%	−9.1%	$852M
3	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.44%	−0.6%	+5.7%	+10.4%	+22.5%	+9.1%	−14.8%	$54.5B

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	BIXC	iShares Global Energy ETFRead Desk	0.37%	2.76%	−0.4%	+37.9%	+42.3%	+17.2%	+19.1%	−15.4%	$2.7B
2	ATPYP	Tortoise North American Pipeline ETFRead Desk	0.40%	3.37%	−0.4%	+17.9%	+22.5%	+23.0%	+16.8%	−9.1%	$852M
3	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.44%	−0.6%	+5.7%	+10.4%	+22.5%	+9.1%	−14.8%	$54.5B

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

TPYP vs IXC

TPYP

Tortoise North American Pipeline

$21,769

IXC

iShares Global Energy

$23,972

MeasureTPYPIXC

Fee0.40%0.37%

Cost on $10k a year$40$37

Yield3.37%2.76%

5 years, per year+16.8%+19.1%

3 years, per year+23.0%+17.2%

Worst drop · 1Y−9.1%−15.4%

Volatility · 1Y15.5%21.8%

4–2measures won
TPYP first

7.5%

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%

$40.7BAssets$45.2B

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: TPYP, IXC, XLF

Today

7.5%most shared, TPYP and IXC

TPYPIXCXLF

TPYP—7.5%0.0%

IXC7.5%—0.0%

XLF0.0%0.0%—

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

Income After Fees on $10,000

$297most kept, TPYP

TPYP$337 − $40 = $297

IXC$276 − $37 = $239

XLF$144 − $8 = $136

KeptFee

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