Compare · 2 funds side by side · dividends reinvested

AMLP and AMZA

AMLPALPS×AMZAVirtus×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$24,513AMZA · best of the two

02 / 04

AMLP and AMZA, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

InfraCap MLP ETFSectors · Energy1.72%8.89%+21.9%+27.8%+18.5%+19.6%−11.4%19.8%$470M1.4

Alerian MLP ETFSectors · Energy1.01%8.14%+12.8%+16.3%+14.9%+16.0%−11.0%13.4%$12.3B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: AMLP 2010 · AMZA 2014

Head to Head

Swap sides Versus in desk

Head to Head

InfraCap MLP ETF · $470M$24,513

AMZA

AMLP

Alerian MLP ETF · $12.3B$20,959

$10,000 five years ago, dividends reinvested · they hold 87.1% in common

AMZAMeasureAMLP

+21.9%Year to dateJan 1 → Nov 5+12.8%

+27.8%1 yearTotal return+16.3%

+18.5%3 years · per year$10,000 became $16,652 · $15,151+14.9%

+19.6%5 years · per year$10,000 became $24,513 · $20,959+16.0%

1.72%Expense ratio$172 · $101 a year on $10k · lower is better1.01%

8.89%Trailing 12-mo yield$889 · $814 a year on $10k8.14%

−11.4%Worst dropSmaller is better−11.0%

19.8%VolatilityLower is calmer13.4%

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

5–3AMZA wins

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

More Ways to See the Pairs

AMZA vs AMLP: Top 5 Holdings

Today

AMZA

64.5%in top 5

AMLP

in top 562.3%

AMZAStockAMLP

15.9%ET12.0%

12.7%PAA13.2%

12.1%MPLX12.7%

11.9%EPD12.5%

11.9%SUNnot top 5

not top 5WES11.9%

Held in common87.1%

End-of-day Nov 5, 2026 · share of each fund

AMZA vs AMLP Returns, Every Period

VirtusAMZA

+19.6%

5 years, per year

AMLPALPS

+16.0%

5 years, per year

AMZAAMLPFaded: behind in that period

4–0AMZA wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

AMZA vs AMLP

YTD

VirtusAMZA

+21.9%

AMLPALPS

+12.8%

+21.9%Year to date+12.8%

−11.4%Worst drop · 1Y−11.0%

19.8%Volatility · 1Y13.4%

8.9%Yield8.1%

$470MAssets$12.3B

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AMLP, AMZA

Today

1.01%lowest, AMLP

FundExpense ratioFee$10k

AMLP1.01%$101

AMZA1.72%$172

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: AMLP, AMZA

8.89%highest, AMZA

FundTrailing yieldYield$10k

AMZA8.89%$889

AMLP8.14%$814

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$717most kept, AMZA

AMZA$889 − $172 = $717

AMLP$814 − $101 = $713

KeptFee

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

Overlap: AMLP, AMZA

Today

87.1%most shared, AMLP and AMZA

AMLPAMZA

AMLP—87.1%

AMZA87.1%—

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

Return vs Bumpiness: 2 ETFs

+27.8%AMZA, at 19.8% volatility

AMLPWorst drop−11.0%13.4% vol

AMZAWorst drop−11.4%19.8% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

AMZAAMLP

+21.9%Year to date+12.8%

8.9%Yield8.1%

+27.8%Past year+16.3%

1.72%Fee1.01%

3–1AMZA wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026