Compare · 3 funds side by side · dividends reinvested

AMLP, IXC and XLV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$23,972IXC · best of the three

02 / 04

AMLP, IXC and XLV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Global Energy ETFSectors · Energy0.37%2.76%+37.9%+42.3%+17.2%+19.1%−15.4%21.8%$3.0B1.8

State Street Health Care Select Sector SPDR ETFSectors · Health care0.08%1.38%+20.9%+29.0%+15.9%+8.4%−10.5%16.8%$50.9B2.0

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 · XLV 1998

Head to Head

Swap sides Versus in desk

Head to Head

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

IXC

AMLP

Alerian MLP ETF · $12.0B$21,370

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

IXCMeasureAMLP

+37.9%Year to dateJan 1 → Nov 6+13.2%

+42.3%1 yearTotal return+15.8%

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

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

0.37%Expense ratio$37 · $101 a year on $10k · lower is better1.01%

2.76%Trailing 12-mo yield$276 · $810 a year on $10k8.10%

−15.4%Worst dropSmaller is better−11.0%

21.8%VolatilityLower is calmer13.4%

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

5–3IXC wins

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

More Ways to See the Pairs

IXC vs AMLP: Top 5 Holdings

Today

IXC

46.7%in top 5

AMLP

in top 562.7%

IXCStockAMLP

18.2%XOMnot top 5

not top 5PAA13.2%

not top 5MPLX13.1%

not top 5EPD12.8%

not top 5ET12.2%

not top 5WES11.4%

11.3%CVXnot top 5

7.9%SHEL.Lnot top 5

4.9%TTE.PAnot top 5

4.4%COPnot top 5

Held in common0.0%

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

IXC vs AMLP Returns, Every Period

iSharesIXC

+19.1%

5 years, per year

AMLPALPS

+16.4%

5 years, per year

IXCAMLPFaded: behind in that period

4–0IXC wins

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

IXC vs AMLP

YTD

iSharesIXC

+37.9%

AMLPALPS

+13.2%

+37.9%Year to date+13.2%

−15.4%Worst drop · 1Y−11.0%

21.8%Volatility · 1Y13.4%

2.8%Yield8.1%

$3.0BAssets$12.0B

3–1AMLP wins

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

Cost, Income and Risk

Fees: AMLP, IXC, XLV

Today

0.08%lowest, XLV

FundExpense ratioFee$10k

XLV0.08%$8

IXC0.37%$37

AMLP1.01%$101

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

Yields: AMLP, IXC, XLV

8.10%highest, AMLP

FundTrailing yieldYield$10k

AMLP8.10%$810

IXC2.76%$276

XLV1.38%$138

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$709most kept, AMLP

AMLP$810 − $101 = $709

IXC$276 − $37 = $239

XLV$138 − $8 = $130

KeptFee

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

Overlap: AMLP, IXC, XLV

Today

0.0%most shared, AMLP and IXC

AMLPIXCXLV

AMLP—0.0%0.0%

IXC0.0%—0.0%

XLV0.0%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+42.3%IXC, at 21.8% volatility

AMLPWorst drop−11.0%13.4% vol

XLVWorst drop−10.5%16.8% vol

IXCWorst drop−15.4%21.8% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

AMLPIXC

+13.2%Year to date+37.9%

8.1%Yield2.8%

+15.8%Past year+42.3%

1.01%Fee0.37%

3–1IXC wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026