Compare · 3 funds side by side · dividends reinvested

AMLP, PWER and XLF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$20,959AMLP · best of the three

02 / 04

AMLP, PWER 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%$12.3B1.6

Nomura Energy Transition ETFSectors · Energy0.79%1.14%+24.2%+31.9%[…][…]−13.7%22.1%$12M2.0

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.40%+9.4%+15.3%+24.7%+10.1%−14.8%15.0%$53.8B2.1

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

End-of-day Nov 5, 2026 · returns include dividends · since: AMLP 2010 · PWER 2023 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

Alerian MLP ETF · $12.3B$20,959

AMLP

PWER

Nomura Energy Transition ETF · $12M[…]

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

AMLPMeasurePWER

+15.3%Year to dateJan 1 → Nov 5+24.2%

+18.8%1 yearTotal return+31.9%

+15.9%3 years · per year$10,000 became $15,574 · […][…]

+16.3%5 years · per year$10,000 became $21,308 · […][…]

1.01%Expense ratio$101 · $79 a year on $10k · lower is better0.79%

7.96%Trailing 12-mo yield$796 · $114 a year on $10k1.14%

−9.0%Worst dropSmaller is better−13.7%

13.2%VolatilityLower is calmer22.1%

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

3–3Level

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

More Ways to See the Pairs

AMLP vs PWER: Top 5 Holdings

Today

AMLP

62.3%in top 5

PWER

in top 520.3%

AMLPStockPWER

13.2%PAAnot top 5

12.7%MPLXnot top 5

12.5%EPDnot top 5

12.0%ETnot top 5

11.9%WESnot top 5

not top 5EOG4.6%

not top 5CEG4.1%

not top 5XEL4.0%

not top 5LNT4.0%

not top 5AEP3.6%

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

AMLP vs PWER Returns, Every Period

ALPSAMLP

+18.8%

past year

PWERNomura

+31.9%

past year

AMLPPWERFaded: behind in that period

0–2PWER wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

AMLP vs XLF

YTD

ALPSAMLP

+15.3%

XLFSPDR

+9.4%

+15.3%Year to date+9.4%

−9.0%Worst drop · 1Y−14.8%

13.2%Volatility · 1Y15.0%

8.0%Yield1.4%

$12.3BAssets$53.8B

4–0AMLP wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AMLP, PWER, XLF

Today

0.08%lowest, XLF

FundExpense ratioFee$10k

XLF0.08%$8

PWER0.79%$79

AMLP1.01%$101

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: AMLP, PWER, XLF

7.96%highest, AMLP

FundTrailing yieldYield$10k

AMLP7.96%$796

XLF1.40%$140

PWER1.14%$114

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$695most kept, AMLP

AMLP$796 − $101 = $695

XLF$140 − $8 = $132

PWER$114 − $79 = $35

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: AMLP, PWER, XLF

Today

0.0%most shared, AMLP and PWER

AMLPPWERXLF

AMLP—0.0%0.0%

PWER0.0%—0.0%

XLF0.0%0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+31.9%PWER, at 22.1% volatility

AMLPWorst drop−9.0%13.2% vol

XLFWorst drop−14.8%15.0% vol

PWERWorst drop−13.7%22.1% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

AMLPPWER

+15.3%Year to date+24.2%

8.0%Yield1.1%

+18.8%Past year+31.9%

1.01%Fee0.79%

3–1PWER wins

End-of-day Nov 5, 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 5, 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 5, 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 5, 2026