Compare · 3 funds side by side · dividends reinvested

AMLP, FENY and XLF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$24,989FENY · best of the three

02 / 04

AMLP, FENY and XLF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Fidelity MSCI Energy Index ETFSectors · Energy0.08%2.33%+38.6%+42.8%+16.2%+20.1%−14.9%23.3%$2.4B1.8

Alerian MLP ETFSectors · Energy1.01%8.10%+13.2%+15.8%+14.8%+16.4%−11.0%13.4%$12.1B1.9

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.44%+5.7%+10.4%+22.5%+9.1%−14.8%15.3%$55.5B2.3

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

End-of-day Nov 6, 2026 · returns include dividends · since: AMLP 2010 · FENY 2013 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

Alerian MLP ETF · $12.1B$21,370

AMLP

FENY

Fidelity MSCI Energy Index ETF · $2.4B$24,989

$10,000 five years ago, dividends reinvested · they hold 0.2% in common

AMLPMeasureFENY

+13.2%Year to dateJan 1 → Nov 6+38.6%

+15.8%1 yearTotal return+42.8%

+14.8%3 years · per year$10,000 became $15,119 · $15,672+16.2%

+16.4%5 years · per year$10,000 became $21,370 · $24,989+20.1%

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

8.10%Trailing 12-mo yield$810 · $233 a year on $10k2.33%

−11.0%Worst dropSmaller is better−14.9%

13.4%VolatilityLower is calmer23.3%

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

3–5FENY wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

AMLP vs FENY: Top 5 Holdings

Today

AMLP

62.7%in top 5

FENY

in top 553.5%

AMLPStockFENY

not top 5XOM23.5%

not top 5CVX15.2%

13.2%PAAnot top 5

13.1%MPLXnot top 5

12.8%EPDnot top 5

12.2%ETnot top 5

11.4%WESnot top 5

not top 5COP6.4%

not top 5MPC4.3%

not top 5VLO4.1%

Held in common0.2%

End-of-day Nov 6, 2026 · share of each fund

AMLP vs FENY Returns, Every Period

ALPSAMLP

+16.4%

5 years, per year

FENYFidelity

+20.1%

5 years, per year

AMLPFENYFaded: behind in that period

0–4FENY wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

AMLP vs FENY

YTD

ALPSAMLP

+13.2%

FENYFidelity

+38.6%

+13.2%Year to date+38.6%

−11.0%Worst drop · 1Y−14.9%

13.4%Volatility · 1Y23.3%

8.1%Yield2.3%

$12.1BAssets$2.4B

3–1AMLP wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AMLP, FENY, XLF

Today

0.08%lowest, FENY

FundExpense ratioFee$10k

FENY0.08%$8

XLF0.08%$8

AMLP1.01%$101

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: AMLP, FENY, XLF

8.10%highest, AMLP

FundTrailing yieldYield$10k

AMLP8.10%$810

FENY2.33%$233

XLF1.44%$144

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$709most kept, AMLP

AMLP$810 − $101 = $709

FENY$233 − $8 = $225

XLF$144 − $8 = $136

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: AMLP, FENY, XLF

Today

0.2%most shared, AMLP and FENY

AMLPFENYXLF

AMLP—0.2%0.0%

FENY0.2%—0.0%

XLF0.0%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+42.8%FENY, at 23.3% volatility

AMLPWorst drop−11.0%13.4% vol

XLFWorst drop−14.8%15.3% vol

FENYWorst drop−14.9%23.3% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

AMLPFENY

+13.2%Year to date+38.6%

8.1%Yield2.3%

+15.8%Past year+42.8%

1.01%Fee0.08%

3–1FENY wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026