Compare · 2 funds side by side · dividends reinvested

AMLP and FXN

AMLPALPS×FXNFirst Trust×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$20,959AMLP · best of the two

02 / 04

AMLP and FXN, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Alerian MLP ETFSectors · Energy1.01%8.14%+12.8%+16.3%+14.9%+16.0%−11.0%13.4%$12.3B1.4

First Trust Energy AlphaDEX FundSectors · Energy0.63%1.83%+41.1%+46.2%+12.8%+15.5%−13.4%24.1%$388M1.6

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 · FXN 2007

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Energy AlphaDEX Fund · $388M$20,547

FXN

AMLP

Alerian MLP ETF · $12.3B$20,959

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

FXNMeasureAMLP

+41.1%Year to dateJan 1 → Nov 5+12.8%

+46.2%1 yearTotal return+16.3%

+12.8%3 years · per year$10,000 became $14,346 · $15,151+14.9%

+15.5%5 years · per year$10,000 became $20,547 · $20,959+16.0%

0.63%Expense ratio$63 · $101 a year on $10k · lower is better1.01%

1.83%Trailing 12-mo yield$183 · $814 a year on $10k8.14%

−13.4%Worst dropSmaller is better−11.0%

24.1%VolatilityLower is calmer13.4%

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

3–5AMLP wins

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

More Ways to See the Pairs

FXN vs AMLP: Top 5 Holdings

Today

FXN

22.6%in top 5

AMLP

in top 562.3%

FXNStockAMLP

not top 5PAA13.2%

not top 5MPLX12.7%

not top 5EPD12.5%

not top 5ET12.0%

not top 5WES11.9%

5.6%RRCnot top 5

4.5%ARnot top 5

4.4%FSLRnot top 5

4.1%EXEnot top 5

4.0%PSXnot top 5

Held in common0.0%

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

FXN vs AMLP Returns, Every Period

First TrustFXN

+15.5%

5 years, per year

AMLPALPS

+16.0%

5 years, per year

FXNAMLPFaded: behind in that period

2–2Level

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

FXN vs AMLP

YTD

First TrustFXN

+41.1%

AMLPALPS

+12.8%

+41.1%Year to date+12.8%

−13.4%Worst drop · 1Y−11.0%

24.1%Volatility · 1Y13.4%

1.8%Yield8.1%

$388MAssets$12.3B

3–1AMLP wins

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

Cost, Income and Risk

Fees: AMLP, FXN

Today

0.63%lowest, FXN

FundExpense ratioFee$10k

FXN0.63%$63

AMLP1.01%$101

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

Yields: AMLP, FXN

8.14%highest, AMLP

FundTrailing yieldYield$10k

AMLP8.14%$814

FXN1.83%$183

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

Income After Fees on $10,000

$713most kept, AMLP

AMLP$814 − $101 = $713

FXN$183 − $63 = $120

KeptFee

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

Overlap: AMLP, FXN

Today

0.0%most shared, AMLP and FXN

AMLPFXN

AMLP—0.0%

FXN0.0%—

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

Return vs Bumpiness: 2 ETFs

+46.2%FXN, at 24.1% volatility

AMLPWorst drop−11.0%13.4% vol

FXNWorst drop−13.4%24.1% vol

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

Paid More vs Made More

YTD

AMLPFXN

+12.8%Year to date+41.1%

8.1%Yield1.8%

+16.3%Past year+46.2%

1.01%Fee0.63%

3–1FXN 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