Compare · 4 funds side by side · dividends reinvested

AMLP, IGV, XLF and SMH

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$36,298SMH · best of the four

02 / 04

AMLP, IGV, XLF and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Alerian MLP ETFSectors · Energy1.01%8.03%+14.2%+16.6%+13.9%+16.1%−11.0%13.4%$12.1B2.0

VanEck Semiconductor ETFThematic · AI & semis0.35%0.23%+35.3%+39.3%+50.1%+29.4%−33.1%43.1%$60.7B2.0

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.42%+7.2%+12.4%+22.2%+9.4%−14.8%15.3%$53.4B2.3

iShares Expanded Tech-Software Sector ETFThematic · Disruptive tech0.38%0.02%−4.0%−7.2%+13.6%+3.0%−33.2%32.9%$12.4B3.8

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: AMLP 2010 · IGV 2001 · XLF 1998 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

Alerian MLP ETF · $12.1B$21,130

AMLP

SMH

VanEck Semiconductor ETF · $60.7B$36,298

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

AMLPMeasureSMH

+14.2%Year to dateJan 1 → Nov 9+35.3%

+16.6%1 yearTotal return+39.3%

+13.9%3 years · per year$10,000 became $14,790 · $33,815+50.1%

+16.1%5 years · per year$10,000 became $21,130 · $36,298+29.4%

1.01%Expense ratio$101 · $35 a year on $10k · lower is better0.35%

8.03%Trailing 12-mo yield$803 · $23 a year on $10k0.23%

−11.0%Worst dropSmaller is better−33.1%

13.4%VolatilityLower is calmer43.1%

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

3–5SMH wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

AMLP vs SMH: Top 5 Holdings

Today

AMLP

62.2%in top 5

SMH

in top 547.7%

AMLPStockSMH

not top 5NVDA20.7%

13.0%EPDnot top 5

12.9%MPLXnot top 5

12.8%PAAnot top 5

12.0%ETnot top 5

11.4%WESnot top 5

not top 5TSM10.0%

not top 5TXN5.9%

not top 5AVGO5.7%

not top 5AMD5.4%

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

AMLP vs SMH Returns, Every Period

ALPSAMLP

+16.1%

5 years, per year

SMHVanEck

+29.4%

5 years, per year

AMLPSMHFaded: behind in that period

0–4SMH wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

AMLP vs XLF

YTD

ALPSAMLP

+14.2%

XLFSPDR

+7.2%

+14.2%Year to date+7.2%

−11.0%Worst drop · 1Y−14.8%

13.4%Volatility · 1Y15.3%

8.0%Yield1.4%

$12.1BAssets$53.4B

4–0AMLP wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AMLP, IGV, XLF, SMH

Today

0.08%lowest, XLF

FundExpense ratioFee$10k

XLF0.08%$8

SMH0.35%$35

IGV0.38%$38

AMLP1.01%$101

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: AMLP, IGV, XLF, SMH

8.03%highest, AMLP

FundTrailing yieldYield$10k

AMLP8.03%$803

XLF1.42%$142

SMH0.23%$23

IGV0.02%$2

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$702most kept, AMLP

AMLP$803 − $101 = $702

XLF$142 − $8 = $134

SMH$23 − $35 = −$12

IGV$2 − $38 = −$36

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: AMLP, IGV, XLF, SMH

Today

4.8%most shared, IGV and SMH

AMLPIGVXLFSMH

AMLP—0.0%0.0%0.0%

IGV0.0%—0.0%4.8%

XLF0.0%0.0%—0.0%

SMH0.0%4.8%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+39.3%SMH, at 43.1% volatility

AMLPWorst drop−11.0%13.4% vol

XLFWorst drop−14.8%15.3% vol

IGVWorst drop−33.2%32.9% vol

SMHWorst drop−33.1%43.1% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

AMLPSMH

+14.2%Year to date+35.3%

8.0%Yield0.2%

+16.6%Past year+39.3%

1.01%Fee0.35%

3–1SMH wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SOXX vs SMH

YTD

iSharesSOXX

+46.5%

SMHVanEck

+35.3%

+46.5%Year to date+35.3%

0.33% · $33Fee · on $10k a year0.35% · $35

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026