Compare · 3 funds side by side · dividends reinvested

AMLP, IEO and XLF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$23,181IEO · best of the three

02 / 04

AMLP, IEO and XLF, 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%$12.3B1.8

iShares U.S. Oil & Gas Exploration & Production ETFSectors · Energy0.37%1.68%+47.6%+49.0%+13.1%+18.3%−16.3%28.3%$832M2.0

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.44%+6.3%+11.4%+23.0%+9.2%−14.8%15.3%$53.8B2.3

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

End-of-day Nov 5, 2026 · returns include dividends · since: AMLP 2010 · IEO 2006 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

Alerian MLP ETF · $12.3B$20,959

AMLP

IEO

iShares U.S. Oil & Gas Exploration & Production ETF · $832M$23,181

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

AMLPMeasureIEO

+12.8%Year to dateJan 1 → Nov 5+47.6%

+16.3%1 yearTotal return+49.0%

+14.9%3 years · per year$10,000 became $15,151 · $14,451+13.1%

+16.0%5 years · per year$10,000 became $20,959 · $23,181+18.3%

1.01%Expense ratio$101 · $37 a year on $10k · lower is better0.37%

8.14%Trailing 12-mo yield$814 · $168 a year on $10k1.68%

−11.0%Worst dropSmaller is better−16.3%

13.4%VolatilityLower is calmer28.3%

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

4–4Level

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

More Ways to See the Pairs

AMLP vs IEO: Top 5 Holdings

Today

AMLP

62.3%in top 5

IEO

in top 551.9%

AMLPStockIEO

not top 5COP18.4%

13.2%PAAnot top 5

12.7%MPLXnot top 5

12.5%EPDnot top 5

not top 5MPC12.3%

12.0%ETnot top 5

11.9%WESnot top 5

not top 5VLO11.7%

not top 5EOG4.7%

not top 5PSX4.7%

Held in common0.0%

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

AMLP vs IEO Returns, Every Period

ALPSAMLP

+16.0%

5 years, per year

IEOiShares

+18.3%

5 years, per year

AMLPIEOFaded: behind in that period

1–3IEO wins

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

AMLP vs IEO

YTD

ALPSAMLP

+12.8%

IEOiShares

+47.6%

+12.8%Year to date+47.6%

−11.0%Worst drop · 1Y−16.3%

13.4%Volatility · 1Y28.3%

8.1%Yield1.7%

$12.3BAssets$832M

3–1AMLP wins

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

Cost, Income and Risk

Fees: AMLP, IEO, XLF

Today

0.08%lowest, XLF

FundExpense ratioFee$10k

XLF0.08%$8

IEO0.37%$37

AMLP1.01%$101

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

Yields: AMLP, IEO, XLF

8.14%highest, AMLP

FundTrailing yieldYield$10k

AMLP8.14%$814

IEO1.68%$168

XLF1.44%$144

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

Income After Fees on $10,000

$713most kept, AMLP

AMLP$814 − $101 = $713

XLF$144 − $8 = $136

IEO$168 − $37 = $131

KeptFee

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

Overlap: AMLP, IEO, XLF

Today

0.0%most shared, AMLP and IEO

AMLPIEOXLF

AMLP—0.0%0.0%

IEO0.0%—0.0%

XLF0.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

+49.0%IEO, at 28.3% volatility

AMLPWorst drop−11.0%13.4% vol

XLFWorst drop−14.8%15.3% vol

IEOWorst drop−16.3%28.3% vol

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

Paid More vs Made More

YTD

AMLPIEO

+12.8%Year to date+47.6%

8.1%Yield1.7%

+16.3%Past year+49.0%

1.01%Fee0.37%

3–1IEO wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

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