Compare · 3 funds side by side · dividends reinvested

AMLP, IBAT and XLV

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$21,747AMLP · best of the three

Story of the three · IncomeMost incomeAMLP · 6.10% · $610 a year on $10k

Story of the three · RiskSmallest drop

AMLP, IBAT and XLV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Health Care Select Sector SPDR ETFSectors · Health care0.08%1.36%+22.8%+26.7%+15.4%+8.7%−10.5%16.8%$50.4B1.4

Alerian MLP ETFSectors · Energy1.01%6.10%+15.7%+17.1%+14.9%+16.8%−11.0%13.4%$12.3B1.9

iShares Energy Storage & Materials ETFSectors · Energy0.47%0.87%+22.7%+11.0%[…][…]−30.7%33.5%$54M2.7

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

End-of-day Nov 12, 2026 · returns include dividends · since: AMLP 2010 · IBAT 2024 · XLV 1998

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Alerian MLP ETF · $12.3B$21,747

AMLP

IBAT

iShares Energy Storage & Materials ETF · $54M[…]

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

AMLPMeasure

More Ways to See the Pairs

AMLP vs IBAT: Top 5 Holdings

Today

AMLP

61.5%in top 5

IBAT

in top 535.0%

AMLPStockIBAT

12.8%MPLXnot top 5

12.7%EPDnot top 5

12.6%PAAnot top 5

12.0%ETnot top 5

11.5%WESnot top 5

Cost, Income and Risk

Fees: AMLP, IBAT, XLV

Today

0.08%lowest, XLV

FundExpense ratioFee$10k

XLV0.08%$8

IBAT0.47%$47

AMLP1.01%$101

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: AMLP, IBAT, XLV

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

IBAT

+15.7%Year to dateJan 1 → Nov 12+22.7%

+17.1%1 yearTotal return+11.0%

+14.9%3 years · per year$10,000 became $15,164 · […][…]

+16.8%5 years · per year$10,000 became $21,747 · […][…]

1.01%Expense ratio$101 · $47 a year on $10k · lower is better0.47%

6.10%Trailing 12-mo yield$610 · $87 a year on $10k0.87%

−11.0%Worst dropSmaller is better−30.7%

13.4%VolatilityLower is calmer33.5%

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

4–2AMLP wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5AI.PA7.7%

not top 5BE7.5%

not top 5APD7.5%

not top 5BAS.DE6.8%

not top 56762.T5.6%

Held in common0.0%

End-of-day Nov 12, 2026 · share of each fund

AMLP vs IBAT Returns, Every Period

1Y

ALPSAMLP

+17.1%

past year

IBATiShares

+11.0%

past year

AMLPIBATFaded: behind in that period

1–1Level

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

AMLP vs XLV

YTD

ALPSAMLP

+15.7%

XLVSPDR

+22.8%

+15.7%Year to date+22.8%

−11.0%Worst drop · 1Y−10.5%

13.4%Volatility · 1Y16.8%

6.1%Yield1.4%

$12.3BAssets$50.4B

2–2level

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1Y

6.10%highest, AMLP

FundTrailing yieldYield$10k

AMLP6.10%$610

XLV1.36%$136

IBAT0.87%$87

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

Income After Fees on $10,000

1Y

$509most kept, AMLP

AMLP$610 − $101 = $509

XLV$136 − $8 = $128

IBAT$87 − $47 = $40

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: AMLP, IBAT, XLV

Today

0.0%most shared, AMLP and IBAT

AMLPIBATXLV

AMLP—0.0%0.0%

IBAT0.0%—0.0%

XLV0.0%0.0%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+26.7%XLV, at 16.8% volatility

AMLPWorst drop−11.0%13.4% vol

XLVWorst drop−10.5%16.8% vol

IBATWorst drop−30.7%33.5% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

AMLPXLV

+15.7%Year to date+22.8%

6.1%Yield1.4%

+17.1%Past year+26.7%

1.01%Fee0.08%

3–1XLV wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

+12.0%Year to date+11.9%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 12, 2026

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AMLP, IBAT and XLV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three