Compare · 3 funds side by side · dividends reinvested

AMLP, IXC and XLF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$24,504IXC · best of the three

02 / 04

AMLP, IXC and XLF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Alerian MLP ETFSectors · Energy1.01%7.96%+15.3%+18.8%+15.9%+16.3%−9.0%13.2%$12.3B1.9

iShares Global Energy ETFSectors · Energy0.37%2.68%+42.0%+45.9%+18.3%+19.6%−15.4%21.7%$3.2B1.9

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.40%+9.4%+15.3%+24.7%+10.1%−14.8%15.0%$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 4, 2026 · returns include dividends · since: AMLP 2010 · IXC 2001 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

Alerian MLP ETF · $12.3B$21,308

AMLP

IXC

iShares Global Energy ETF · $3.2B$24,504

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

AMLPMeasureIXC

+15.3%Year to dateJan 1 → Nov 4+42.0%

+18.8%1 yearTotal return+45.9%

+15.9%3 years · per year$10,000 became $15,574 · $16,552+18.3%

+16.3%5 years · per year$10,000 became $21,308 · $24,504+19.6%

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

7.96%Trailing 12-mo yield$796 · $268 a year on $10k2.68%

−9.0%Worst dropSmaller is better−15.4%

13.2%VolatilityLower is calmer21.7%

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

3–5IXC wins

End-of-day Nov 4, 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

61.6%in top 5

IXC

in top 546.2%

AMLPStockIXC

not top 5XOM18.4%

13.0%PAAnot top 5

12.5%MPLXnot top 5

12.3%EPDnot top 5

12.0%ETnot top 5

11.8%WESnot top 5

not top 5CVX11.2%

not top 5SHEL.L7.5%

not top 5TTE.PA4.7%

not top 5COP4.4%

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

AMLP vs IXC Returns, Every Period

ALPSAMLP

+16.3%

5 years, per year

IXCiShares

+19.6%

5 years, per year

AMLPIXCFaded: behind in that period

0–4IXC wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

AMLP vs IXC

YTD

ALPSAMLP

+15.3%

IXCiShares

+42.0%

+15.3%Year to date+42.0%

−9.0%Worst drop · 1Y−15.4%

13.2%Volatility · 1Y21.7%

8.0%Yield2.7%

$12.3BAssets$3.2B

3–1AMLP wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AMLP, IXC, XLF

Today

0.08%lowest, XLF

FundExpense ratioFee$10k

XLF0.08%$8

IXC0.37%$37

AMLP1.01%$101

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: AMLP, IXC, XLF

7.96%highest, AMLP

FundTrailing yieldYield$10k

AMLP7.96%$796

IXC2.68%$268

XLF1.40%$140

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$695most kept, AMLP

AMLP$796 − $101 = $695

IXC$268 − $37 = $231

XLF$140 − $8 = $132

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: AMLP, IXC, XLF

Today

0.0%most shared, AMLP and IXC

AMLPIXCXLF

AMLP—0.0%0.0%

IXC0.0%—0.0%

XLF0.0%0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+45.9%IXC, at 21.7% volatility

AMLPWorst drop−9.0%13.2% vol

XLFWorst drop−14.8%15.0% vol

IXCWorst drop−15.4%21.7% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

AMLPIXC

+15.3%Year to date+42.0%

8.0%Yield2.7%

+18.8%Past year+45.9%

1.01%Fee0.37%

3–1IXC wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026