XLF vs AMLP

AXLF

BAMLP

Measures won2–4AMLP wins · of 6 · 5Y

$10,000 · 5Y$20,959AMLP · VGT $20,466

Lowest cost0.08%XLF · $8 on $10k

Most income8.14%AMLP · $814 on $10k

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

Held in common0.0%XLF and AMLP

XLF

AMLP

State Street Financial Select Sector SPDR ETF · $55.5BAlerian MLP ETF · $12.0B

+23.0%3 years · per year$18,620 · $15,151+14.9%

+9.2%5 years · per year$15,503 · $20,959+16.0%

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

1.44%12-mo yield$144 · $814 on $10k8.14%

−14.8%Worst dropSmaller wins−11.0%

15.3%VolatilityLower wins13.4%

2–4AMLP wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsXLF · AMLP

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 5, 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%	8.14%	−2.2%	+12.8%	+16.3%	+14.9%	+16.0%	−11.0%	$12.0B
2	VGT	Vanguard Information Technology ETFRead Desk	0.09%	0.44%	−7.3%	+14.0%	+11.1%	+28.8%	+15.4%	−17.5%	$154.5B
3	AXLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.44%	−2.9%	+6.3%	+11.4%	+23.0%	+9.2%	−14.8%	$55.5B

End-of-day Nov 5, 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%	8.14%	−2.2%	+12.8%	+16.3%	+14.9%	+16.0%	−11.0%	$12.0B
2	VGT	Vanguard Information Technology ETFRead Desk	0.09%	0.44%	−7.3%	+14.0%	+11.1%	+28.8%	+15.4%	−17.5%	$154.5B
3	AXLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.44%	−2.9%	+6.3%	+11.4%	+23.0%	+9.2%	−14.8%	$55.5B

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

Cards for this view

XLF vs AMLP

XLF

Financial Select Sector SPDR

$15,503

AMLP

Alerian MLP

$20,959

MeasureXLFAMLP

Fee0.08%1.01%

Cost on $10k a year$8$101

Yield1.44%8.14%

5 years, per year+9.2%+16.0%

3 years, per year+23.0%+14.9%

Worst drop · 1Y−14.8%−11.0%

Volatility · 1Y15.3%13.4%

4–2measures won
AMLP first

0.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

XLK vs VGT

YTD

SPDRXLK

+13.2%

VGTVanguard

+14.0%

+13.2%Year to date+14.0%

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

$117BAssets$155B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: XLF, AMLP, VGT

Today

0.0%most shared, XLF and AMLP

XLFAMLPVGT

XLF—0.0%0.0%

AMLP0.0%—0.0%

VGT0.0%0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$713most kept, AMLP

AMLP$814 − $101 = $713

XLF$144 − $8 = $136

VGT$44 − $9 = $35

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee