Compare · 3 funds side by side · dividends reinvested

AMLP, IBAT and XLE

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$25,568XLE · best of the three

02 / 04

AMLP, IBAT and XLE, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.47%+40.6%+45.0%+16.8%+20.7%−15.0%23.3%$40.5B1.4

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

iShares Energy Storage & Materials ETFSectors · Energy0.47%0.91%+16.6%+3.9%[…][…]−30.7%33.3%$51M2.7

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 · IBAT 2024 · XLE 1998

Head to Head

Swap sides Versus in desk

Head to Head

iShares Energy Storage & Materials ETF · $51M[…]

IBAT

AMLP

Alerian MLP ETF · $12.1B$21,370

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

IBATMeasureAMLP

+16.6%Year to dateJan 1 → Nov 6+13.2%

+3.9%1 yearTotal return+15.8%

[…]3 years · per year$10,000 became […] · $15,119+14.8%

[…]5 years · per year$10,000 became […] · $21,370+16.4%

0.47%Expense ratio$47 · $101 a year on $10k · lower is better1.01%

0.91%Trailing 12-mo yield$91 · $810 a year on $10k8.10%

−30.7%Worst dropSmaller is better−11.0%

33.3%VolatilityLower is calmer13.4%

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

2–4AMLP wins

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

More Ways to See the Pairs

IBAT vs AMLP: Top 5 Holdings

Today

IBAT

34.6%in top 5

AMLP

in top 562.7%

IBATStockAMLP

not top 5PAA13.2%

not top 5MPLX13.1%

not top 5EPD12.8%

not top 5ET12.2%

not top 5WES11.4%

7.9%AI.PAnot top 5

7.6%APDnot top 5

7.3%BAS.DEnot top 5

6.2%BEnot top 5

5.5%6762.Tnot top 5

Held in common0.0%

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

IBAT vs AMLP Returns, Every Period

iSharesIBAT

+3.9%

past year

AMLPALPS

+15.8%

past year

IBATAMLPFaded: behind in that period

1–1Level

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

IBAT vs AMLP

YTD

iSharesIBAT

+16.6%

AMLPALPS

+13.2%

+16.6%Year to date+13.2%

−30.7%Worst drop · 1Y−11.0%

33.3%Volatility · 1Y13.4%

0.9%Yield8.1%

$50.5MAssets$12.1B

3–1AMLP wins

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

Cost, Income and Risk

Fees: AMLP, IBAT, XLE

Today

0.08%lowest, XLE

FundExpense ratioFee$10k

XLE0.08%$8

IBAT0.47%$47

AMLP1.01%$101

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

Yields: AMLP, IBAT, XLE

8.10%highest, AMLP

FundTrailing yieldYield$10k

AMLP8.10%$810

XLE2.47%$247

IBAT0.91%$91

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

Income After Fees on $10,000

$709most kept, AMLP

AMLP$810 − $101 = $709

XLE$247 − $8 = $239

IBAT$91 − $47 = $44

KeptFee

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

Overlap: AMLP, IBAT, XLE

Today

0.0%most shared, AMLP and IBAT

AMLPIBATXLE

AMLP—0.0%0.0%

IBAT0.0%—0.0%

XLE0.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

+45.0%XLE, at 23.3% volatility

AMLPWorst drop−11.0%13.4% vol

XLEWorst drop−15.0%23.3% vol

IBATWorst drop−30.7%33.3% vol

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

Paid More vs Made More

YTD

AMLPXLE

+13.2%Year to date+40.6%

8.1%Yield2.5%

+15.8%Past year+45.0%

1.01%Fee0.08%

3–1XLE wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

XLE vs VDE

YTD

SPDRXLE

+40.6%

VDEVanguard

+38.6%

+40.6%Year to date+38.6%

2.5%Yield2.4%

$40.5BAssets$10.4B

2–0XLE wins

End-of-day Nov 6, 2026

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026