Compare · 3 funds side by side · dividends reinvested

AMLP, EMLP and XLF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$21,093AMLP · best of the three

02 / 04

AMLP, EMLP and XLF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust North American Energy Infrastructure FundThematic · Infrastructure0.95%2.82%+17.2%+18.4%+20.7%+15.2%−7.9%11.2%$4.1B1.5

Alerian MLP ETFSectors · Energy1.01%8.05%+14.0%+16.4%+13.9%+16.1%−11.0%13.4%$12.1B2.0

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.42%+7.2%+12.4%+22.2%+9.4%−14.8%15.3%$53.4B2.5

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

End-of-day Nov 9, 2026 · returns include dividends · since: AMLP 2010 · EMLP 2012 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

Alerian MLP ETF · $12.1B$21,093

AMLP

XLF

State Street Financial Select Sector SPDR ETF · $53.4B$15,690

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

AMLPMeasureXLF

+14.0%Year to dateJan 1 → Nov 9+7.2%

+16.4%1 yearTotal return+12.4%

+13.9%3 years · per year$10,000 became $14,764 · $18,230+22.2%

+16.1%5 years · per year$10,000 became $21,093 · $15,690+9.4%

1.01%Expense ratio$101 · $8 a year on $10k · lower is better0.08%

8.05%Trailing 12-mo yield$805 · $142 a year on $10k1.42%

−11.0%Worst dropSmaller is better−14.8%

13.4%VolatilityLower is calmer15.3%

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

6–2AMLP wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

AMLP vs XLF: Top 5 Holdings

Today

AMLP

62.2%in top 5

XLF

in top 543.7%

AMLPStockXLF

not top 5BRK-B13.2%

13.0%EPDnot top 5

12.9%MPLXnot top 5

12.8%PAAnot top 5

12.0%ETnot top 5

11.4%WESnot top 5

not top 5JPM11.1%

not top 5V8.9%

not top 5MA6.5%

not top 5BAC4.0%

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

AMLP vs XLF Returns, Every Period

ALPSAMLP

+16.1%

5 years, per year

XLFSPDR

+9.4%

5 years, per year

AMLPXLFFaded: behind in that period

3–1AMLP wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Sector vs Thematic: AMLP vs EMLP

YTD

ALPSAMLP

+14.0%

EMLPFirst Trust

+17.2%

+14.0%Year to date+17.2%

−11.0%Worst drop · 1Y−7.9%

13.4%Volatility · 1Y11.2%

8.0%Yield2.8%

$12.1BAssets$4.1B

3–1EMLP wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AMLP, EMLP, XLF

Today

0.08%lowest, XLF

FundExpense ratioFee$10k

XLF0.08%$8

EMLP0.95%$95

AMLP1.01%$101

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: AMLP, EMLP, XLF

8.05%highest, AMLP

FundTrailing yieldYield$10k

AMLP8.05%$805

EMLP2.82%$282

XLF1.42%$142

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$704most kept, AMLP

AMLP$805 − $101 = $704

EMLP$282 − $95 = $187

XLF$142 − $8 = $134

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: AMLP, EMLP, XLF

Today

22.8%most shared, AMLP and EMLP

AMLPEMLPXLF

AMLP—22.8%0.0%

EMLP22.8%—0.0%

XLF0.0%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+18.4%EMLP, at 11.2% volatility

EMLPWorst drop−7.9%11.2% vol

AMLPWorst drop−11.0%13.4% vol

XLFWorst drop−14.8%15.3% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

AMLPEMLP

+14.0%Year to date+17.2%

8.0%Yield2.8%

+16.4%Past year+18.4%

1.01%Fee0.95%

3–1EMLP wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.1%

VIGVanguard

+14.8%

+33.1%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026