XLE vs AMLP

AXLE

BAMLP

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$26,887XLE · AMLP $21,772

Lowest cost0.08%XLE · $8 on $10k

Most income7.74%AMLP · $774 on $10k

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

Held in common0.0%XLE and AMLP

XLE

AMLP

State Street Energy Select Sector SPDR ETF · $44.6BAlerian MLP ETF · $12.7B

+20.1%3 years · per year$17,324 · $16,017+17.0%

+21.9%5 years · per year$26,887 · $21,772+16.8%

0.08%Expense ratio$8 · $101 on $10k · lower wins1.01%

2.28%12-mo yield$228 · $774 on $10k7.74%

−15.0%Worst dropSmaller wins−8.1%

22.6%VolatilityLower wins12.9%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsXLE · 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

All Three

5Y3 funds

#
1	AXLE	State Street Energy Select Sector SPDR ETFRead Desk	0.08%	2.28%	−0.8%	+52.1%	+55.6%	+20.1%	+21.9%	−15.0%	$44.6B
2	BAMLP	Alerian MLP ETFRead Desk	1.01%	7.74%	−0.3%	+18.5%	+22.1%	+17.0%	+16.8%	−8.1%	$12.7B
3	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.44%	−0.6%	+5.7%	+10.9%	+24.0%	+9.0%	−14.8%	$54.2B

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

All Three

5Y3 funds

#
1	AXLE	State Street Energy Select Sector SPDR ETFRead Desk	0.08%	2.28%	−0.8%	+52.1%	+55.6%	+20.1%	+21.9%	−15.0%	$44.6B
2	BAMLP	Alerian MLP ETFRead Desk	1.01%	7.74%	−0.3%	+18.5%	+22.1%	+17.0%	+16.8%	−8.1%	$12.7B
3	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.44%	−0.6%	+5.7%	+10.9%	+24.0%	+9.0%	−14.8%	$54.2B

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

XLE vs AMLP

XLE

Energy Select Sector SPDR

$26,887

AMLP

Alerian MLP

$21,772

MeasureXLEAMLP

Fee0.08%1.01%

Cost on $10k a year$8$101

Yield2.28%7.74%

5 years, per year+21.9%+16.8%

3 years, per year+20.1%+17.0%

Worst drop · 1Y−15.0%−8.1%

Volatility · 1Y22.6%12.9%

3–3measures won
level

0.0%

holdings shared

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

XLE vs VDE

YTD

SPDRXLE

+52.1%

VDEVanguard

+50.3%

+52.1%Year to date+50.3%

2.3%Yield2.2%

$44.6BAssets$10.4B

2–0XLE wins

End-of-day Nov 3, 2026

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

Overlap: XLE, AMLP, XLF

Today

0.0%most shared, XLE and AMLP

XLEAMLPXLF

XLE—0.0%0.0%

AMLP0.0%—0.0%

XLF0.0%0.0%—

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

XLE$228 − $8 = $220

XLF$144 − $8 = $136

KeptFee

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