XES vs AMLP

AXES

BAMLP

Measures won1–5AMLP wins · of 6 · 5Y

$10,000 · 5Y$21,370AMLP · XLK $21,164

Lowest cost0.08%XLK · $8 on $10k

Most income8.10%AMLP · $810 on $10k

Smallest drop−11.0%AMLP · worst fall in 1Y

Held in common0.0%XES and AMLP

XES

AMLP

State Street SPDR S&P Oil & Gas Equipment & Services ETF · $287MAlerian MLP ETF · $12.1B

+4.5%3 years · per year$11,416 · $15,119+14.8%

+12.1%5 years · per year$17,716 · $21,370+16.4%

0.35%Expense ratio$35 · $101 on $10k · lower wins1.01%

1.25%12-mo yield$125 · $810 on $10k8.10%

−29.8%Worst dropSmaller wins−11.0%

32.6%VolatilityLower wins13.4%

1–5AMLP wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsXES · 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%	$12.1B
2	XLK	State Street Technology Select Sector SPDR ETFRead Desk	0.08%	0.51%	+1.5%	+14.8%	+12.2%	+26.2%	+16.2%	−19.6%	$107.7B
3	AXES	State Street SPDR S&P Oil & Gas Equipment & Services ETFRead Desk	0.35%	1.25%	+3.1%	+18.3%	+21.4%	+4.5%	+12.1%	−29.8%	$287M

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%	$12.1B
2	XLK	State Street Technology Select Sector SPDR ETFRead Desk	0.08%	0.51%	+1.5%	+14.8%	+12.2%	+26.2%	+16.2%	−19.6%	$107.7B
3	AXES	State Street SPDR S&P Oil & Gas Equipment & Services ETFRead Desk	0.35%	1.25%	+3.1%	+18.3%	+21.4%	+4.5%	+12.1%	−29.8%	$287M

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

XES vs AMLP

XES

SPDR S&P Oil & Gas Equipment & Services

$17,716

AMLP

Alerian MLP

$21,370

MeasureXESAMLP

Fee0.35%1.01%

Cost on $10k a year$35$101

Yield1.25%8.10%

5 years, per year+12.1%+16.4%

3 years, per year+4.5%+14.8%

Worst drop · 1Y−29.8%−11.0%

Volatility · 1Y32.6%13.4%

5–1measures won
AMLP first

0.0%

holdings shared

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

XLK vs VGT

YTD

SPDRXLK

+14.8%

VGTVanguard

+15.6%

+14.8%Year to date+15.6%

0.08% · $8Fee · on $10k a year0.09% · $9

$108BAssets$155B

1–1level

End-of-day Nov 6, 2026

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

Overlap: XES, AMLP, XLK

Today

0.0%most shared, XES and AMLP

XESAMLPXLK

XES—0.0%0.0%

AMLP0.0%—0.0%

XLK0.0%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

XES$125 − $35 = $90

XLK$51 − $8 = $43

KeptFee

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