Compare · 3 funds side by side · dividends reinvested

AMLP, SCHD 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, SCHD and XLE, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.6

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.47%+40.6%+45.0%+16.8%+20.7%−15.0%23.3%$42.0B2.0

Alerian MLP ETFSectors · Energy1.01%8.10%+13.2%+15.8%+14.8%+16.4%−11.0%13.4%$12.1B2.4

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 · SCHD 2011 · XLE 1998

Head to Head

Swap sides Versus in desk

Head to Head

State Street Energy Select Sector SPDR ETF · $42.0B$25,568

XLE

AMLP

Alerian MLP ETF · $12.1B$21,370

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

XLEMeasureAMLP

+40.6%Year to dateJan 1 → Nov 6+13.2%

+45.0%1 yearTotal return+15.8%

+16.8%3 years · per year$10,000 became $15,939 · $15,119+14.8%

+20.7%5 years · per year$10,000 became $25,568 · $21,370+16.4%

0.08%Expense ratio$8 · $101 a year on $10k · lower is better1.01%

2.47%Trailing 12-mo yield$247 · $810 a year on $10k8.10%

−15.0%Worst dropSmaller is better−11.0%

23.3%VolatilityLower is calmer13.4%

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

5–3XLE wins

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

More Ways to See the Pairs

XLE vs AMLP: Top 5 Holdings

Today

XLE

59.5%in top 5

AMLP

in top 562.7%

XLEStockAMLP

24.4%XOMnot top 5

18.8%CVXnot top 5

not top 5PAA13.2%

not top 5MPLX13.1%

not top 5EPD12.8%

not top 5ET12.2%

not top 5WES11.4%

7.3%COPnot top 5

4.5%PSXnot top 5

4.5%MPCnot top 5

Held in common0.0%

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

XLE vs AMLP Returns, Every Period

SPDRXLE

+20.7%

5 years, per year

AMLPALPS

+16.4%

5 years, per year

XLEAMLPFaded: behind in that period

4–0XLE wins

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

XLE vs AMLP

YTD

SPDRXLE

+40.6%

AMLPALPS

+13.2%

+40.6%Year to date+13.2%

−15.0%Worst drop · 1Y−11.0%

23.3%Volatility · 1Y13.4%

2.5%Yield8.1%

$42.0BAssets$12.1B

3–1AMLP wins

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

Cost, Income and Risk

Fees: AMLP, SCHD, XLE

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

XLE0.08%$8

AMLP1.01%$101

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

Yields: AMLP, SCHD, XLE

8.10%highest, AMLP

FundTrailing yieldYield$10k

AMLP8.10%$810

SCHD3.00%$300

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

SCHD$300 − $6 = $294

XLE$247 − $8 = $239

KeptFee

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

Overlap: AMLP, SCHD, XLE

Today

14.2%most shared, SCHD and XLE

AMLPSCHDXLE

AMLP—0.0%0.0%

SCHD0.0%—14.2%

XLE0.0%14.2%—

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

SCHDWorst drop−6.9%11.7% vol

AMLPWorst drop−11.0%13.4% 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

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

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

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