VYM vs AMLP

AVYM

BAMLP

Measures won4–2VYM wins · of 6 · 5Y

$10,000 · 5Y$21,370AMLP · VYM $16,941

Lowest cost0.04%VYM · $4 on $10k

Most income8.10%AMLP · $810 on $10k

Smallest drop−6.7%VYM · worst fall in 1Y

Held in common0.0%VYM and AMLP

VYM

AMLP

Vanguard High Dividend Yield ETF · $78.9BAlerian MLP ETF · $12.0B

+19.6%3 years · per year$17,107 · $15,119+14.8%

+11.1%5 years · per year$16,941 · $21,370+16.4%

0.04%Expense ratio$4 · $101 on $10k · lower wins1.01%

2.31%12-mo yield$231 · $810 on $10k8.10%

−6.7%Worst dropSmaller wins−11.0%

10.6%VolatilityLower wins13.4%

4–2VYM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVYM · 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	BAMLP	Alerian MLP ETFRead Desk	1.01%	8.10%	+0.4%	+13.2%	+15.8%	+14.8%	+16.4%	−11.0%	$12.0B
2	AVYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
3	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B

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	BAMLP	Alerian MLP ETFRead Desk	1.01%	8.10%	+0.4%	+13.2%	+15.8%	+14.8%	+16.4%	−11.0%	$12.0B
2	AVYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
3	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B

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

VYM vs AMLP

VYM

Vanguard High Dividend Yield

$16,941

AMLP

Alerian MLP

$21,370

MeasureVYMAMLP

Fee0.04%1.01%

Cost on $10k a year$4$101

Yield2.31%8.10%

5 years, per year+11.1%+16.4%

3 years, per year+19.6%+14.8%

Worst drop · 1Y−6.7%−11.0%

Volatility · 1Y10.6%13.4%

4–2measures won
VYM first

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: VYM, AMLP, SCHD

Today

21.9%most shared, VYM and SCHD

VYMAMLPSCHD

VYM—0.0%21.9%

AMLP0.0%—0.0%

SCHD21.9%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

SCHD$300 − $6 = $294

VYM$231 − $4 = $227

KeptFee

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