Compare · 3 funds side by side · dividends reinvested

AMLP, AMZA and XLF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$25,038AMZA · best of the three

02 / 04

AMLP, AMZA and XLF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

InfraCap MLP ETFSectors · Energy1.72%8.63%+25.6%+30.5%+19.9%+20.1%−8.7%19.6%$470M1.6

Alerian MLP ETFSectors · Energy1.01%7.96%+15.3%+18.8%+15.9%+16.3%−9.0%13.2%$12.7B2.0

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.40%+9.4%+15.3%+24.7%+10.1%−14.8%15.0%$54.2B2.4

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: AMLP 2010 · AMZA 2014 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

Alerian MLP ETF · $12.7B$21,308

AMLP

AMZA

InfraCap MLP ETF · $470M$25,038

$10,000 five years ago, dividends reinvested · they hold 87.0% in common

AMLPMeasureAMZA

+15.3%Year to dateJan 1 → Nov 4+25.6%

+18.8%1 yearTotal return+30.5%

+15.9%3 years · per year$10,000 became $15,574 · $17,241+19.9%

+16.3%5 years · per year$10,000 became $21,308 · $25,038+20.1%

1.01%Expense ratio$101 · $172 a year on $10k · lower is better1.72%

7.96%Trailing 12-mo yield$796 · $863 a year on $10k8.63%

−9.0%Worst dropSmaller is better−8.7%

13.2%VolatilityLower is calmer19.6%

AMLPAMZA Winner of the row, in its colourEach row: the bigger of the two fills its side

2–6AMZA wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

AMLP vs AMZA: Top 5 Holdings

Today

AMLP

61.6%in top 5

AMZA

in top 565.0%

AMLPStockAMZA

12.0%ET15.8%

not top 5SUN13.2%

13.0%PAA12.5%

12.5%MPLX11.8%

12.3%EPD11.7%

11.8%WESnot top 5

Held in common87.0%

End-of-day Nov 4, 2026 · share of each fund

AMLP vs AMZA Returns, Every Period

ALPSAMLP

+16.3%

5 years, per year

AMZAVirtus

+20.1%

5 years, per year

AMLPAMZAFaded: behind in that period

0–4AMZA wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

AMLP vs AMZA

YTD

ALPSAMLP

+15.3%

AMZAVirtus

+25.6%

+15.3%Year to date+25.6%

−9.0%Worst drop · 1Y−8.7%

13.2%Volatility · 1Y19.6%

8.0%Yield8.6%

$12.7BAssets$470M

3–1AMZA wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AMLP, AMZA, XLF

Today

0.08%lowest, XLF

FundExpense ratioFee$10k

XLF0.08%$8

AMLP1.01%$101

AMZA1.72%$172

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: AMLP, AMZA, XLF

8.63%highest, AMZA

FundTrailing yieldYield$10k

AMZA8.63%$863

AMLP7.96%$796

XLF1.40%$140

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$695most kept, AMLP

AMLP$796 − $101 = $695

AMZA$863 − $172 = $691

XLF$140 − $8 = $132

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: AMLP, AMZA, XLF

Today

87.0%most shared, AMLP and AMZA

AMLPAMZAXLF

AMLP—87.0%0.0%

AMZA87.0%—0.0%

XLF0.0%0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+30.5%AMZA, at 19.6% volatility

AMLPWorst drop−9.0%13.2% vol

XLFWorst drop−14.8%15.0% vol

AMZAWorst drop−8.7%19.6% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

AMZAAMLP

+25.6%Year to date+15.3%

8.6%Yield8.0%

+30.5%Past year+18.8%

1.72%Fee1.01%

3–1AMZA wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026