Compare · 4 funds side by side · dividends reinvested

AMLP, IVV, XLE and VTI

AMLPALPS×IVViShares×XLESPDR×VTIVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$25,271XLE · best of the four

02 / 04

AMLP, IVV, XLE and VTI, 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%$12.1B2.4

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.3%+13.6%+22.0%+11.9%−8.9%13.8%$853B2.4

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.46%+41.3%+44.3%+15.9%+20.4%−15.0%23.3%$40.5B2.4

Vanguard Morningstar Total Stock Market ETFLow-Cost Core · Total US market0.03%1.06%+11.6%+13.9%+21.8%+10.8%−8.9%13.9%$689B2.8

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 · IVV 2000 · XLE 1998 · VTI 2001

Head to Head

Swap sides Versus in desk

Head to Head

Alerian MLP ETF · $12.1B$21,130

AMLP

IVV

iShares Core S&P 500 ETF · $853B$17,545

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

AMLPMeasureIVV

+14.2%Year to dateJan 1 → Nov 9+11.3%

+16.6%1 yearTotal return+13.6%

+13.9%3 years · per year$10,000 became $14,790 · $18,159+22.0%

+16.1%5 years · per year$10,000 became $21,130 · $17,545+11.9%

1.01%Expense ratio$101 · $3 a year on $10k · lower is better0.03%

8.03%Trailing 12-mo yield$803 · $111 a year on $10k1.11%

−11.0%Worst dropSmaller is better−8.9%

13.4%VolatilityLower is calmer13.8%

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

5–3AMLP 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 IVV: Top 5 Holdings

Today

AMLP

62.2%in top 5

IVV

in top 527.8%

AMLPStockIVV

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 5AAPL7.9%

not top 5NVDA7.1%

not top 5MSFT6.2%

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common0.0%

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

AMLP vs IVV Returns, Every Period

ALPSAMLP

+16.1%

5 years, per year

IVViShares

+11.9%

5 years, per year

AMLPIVVFaded: behind in that period

3–1AMLP wins

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

AMLP vs XLE

YTD

ALPSAMLP

+14.2%

XLESPDR

+41.3%

+14.2%Year to date+41.3%

−11.0%Worst drop · 1Y−15.0%

13.4%Volatility · 1Y23.3%

8.0%Yield2.5%

$12.1BAssets$40.5B

3–1AMLP wins

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

Cost, Income and Risk

Fees: AMLP, IVV, XLE, VTI

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VTI0.03%$3

XLE0.08%$8

AMLP1.01%$101

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

Yields: AMLP, IVV, XLE, VTI

8.03%highest, AMLP

FundTrailing yieldYield$10k

AMLP8.03%$803

XLE2.46%$246

IVV1.11%$111

VTI1.06%$106

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

Income After Fees on $10,000

$702most kept, AMLP

AMLP$803 − $101 = $702

XLE$246 − $8 = $238

IVV$111 − $3 = $108

VTI$106 − $3 = $103

KeptFee

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

Overlap: AMLP, IVV, XLE, VTI

Today

86.0%most shared, IVV and VTI

AMLPIVVXLEVTI

AMLP—0.0%0.0%0.0%

IVV0.0%—3.5%86.0%

XLE0.0%3.5%—3.0%

VTI0.0%86.0%3.0%—

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

Return vs Bumpiness: 4 ETFs

+44.3%XLE, at 23.3% volatility

AMLPWorst drop−11.0%13.4% vol

IVVWorst drop−8.9%13.8% vol

VTIWorst drop−8.9%13.9% vol

XLEWorst drop−15.0%23.3% vol

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

Paid More vs Made More

YTD

AMLPXLE

+14.2%Year to date+41.3%

8.0%Yield2.5%

+16.6%Past year+44.3%

1.01%Fee0.08%

3–1XLE wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VTI vs ITOT

YTD

VanguardVTI

+11.6%

ITOTiShares

+11.5%

+11.6%Year to date+11.5%

1.1%Yield1.0%

$689BAssets$93.2B

2–0VTI wins

End-of-day Nov 9, 2026

XLE vs VDE

YTD

SPDRXLE

+41.3%

VDEVanguard

+39.4%

+41.3%Year to date+39.4%

2.5%Yield2.4%

$40.5BAssets$10.4B

2–0XLE wins

End-of-day Nov 9, 2026