Compare · 3 funds side by side · dividends reinvested

AMLP, IXC 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, IXC 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%$42.0B1.8

iShares Global Energy ETFSectors · Energy0.37%2.76%+37.9%+42.3%+17.2%+19.1%−15.4%21.8%$3.0B2.0

Alerian MLP ETFSectors · Energy1.01%8.10%+13.2%+15.8%+14.8%+16.4%−11.0%13.4%$12.0B2.3

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

End-of-day Nov 6, 2026 · returns include dividends · since: AMLP 2010 · IXC 2001 · XLE 1998

Head to Head

Swap sides Versus in desk

Head to Head

Alerian MLP ETF · $12.0B$21,370

AMLP

IXC

iShares Global Energy ETF · $3.0B$23,972

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

AMLPMeasureIXC

+13.2%Year to dateJan 1 → Nov 6+37.9%

+15.8%1 yearTotal return+42.3%

+14.8%3 years · per year$10,000 became $15,119 · $16,078+17.2%

+16.4%5 years · per year$10,000 became $21,370 · $23,972+19.1%

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

8.10%Trailing 12-mo yield$810 · $276 a year on $10k2.76%

−11.0%Worst dropSmaller is better−15.4%

13.4%VolatilityLower is calmer21.8%

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

3–5IXC wins

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

More Ways to See the Pairs

AMLP vs IXC: Top 5 Holdings

Today

AMLP

62.7%in top 5

IXC

in top 546.7%

AMLPStockIXC

not top 5XOM18.2%

13.2%PAAnot top 5

13.1%MPLXnot top 5

12.8%EPDnot top 5

12.2%ETnot top 5

11.4%WESnot top 5

not top 5CVX11.3%

not top 5SHEL.L7.9%

not top 5TTE.PA4.9%

not top 5COP4.4%

Held in common0.0%

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

AMLP vs IXC Returns, Every Period

ALPSAMLP

+16.4%

5 years, per year

IXCiShares

+19.1%

5 years, per year

AMLPIXCFaded: behind in that period

0–4IXC wins

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

AMLP vs IXC

YTD

ALPSAMLP

+13.2%

IXCiShares

+37.9%

+13.2%Year to date+37.9%

−11.0%Worst drop · 1Y−15.4%

13.4%Volatility · 1Y21.8%

8.1%Yield2.8%

$12.0BAssets$3.0B

3–1AMLP wins

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

Cost, Income and Risk

Fees: AMLP, IXC, XLE

Today

0.08%lowest, XLE

FundExpense ratioFee$10k

XLE0.08%$8

IXC0.37%$37

AMLP1.01%$101

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

Yields: AMLP, IXC, XLE

8.10%highest, AMLP

FundTrailing yieldYield$10k

AMLP8.10%$810

IXC2.76%$276

XLE2.47%$247

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

IXC$276 − $37 = $239

KeptFee

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

Overlap: AMLP, IXC, XLE

Today

60.3%most shared, IXC and XLE

AMLPIXCXLE

AMLP—0.0%0.0%

IXC0.0%—60.3%

XLE0.0%60.3%—

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

IXCWorst drop−15.4%21.8% vol

XLEWorst drop−15.0%23.3% 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%

$42.0BAssets$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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026