Compare · 4 funds side by side · dividends reinvested

AMLP, SMOG, XLF and XLE

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$25,404XLE · best of the four

02 / 04

AMLP, SMOG, XLF 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%+45.4%+16.7%+20.5%−15.0%23.3%$44.1B1.9

Alerian MLP ETFSectors · Energy1.01%8.14%+12.8%+16.3%+14.9%+16.0%−11.0%13.4%$12.3B2.0

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.44%+6.3%+11.4%+23.0%+9.2%−14.8%15.3%$53.8B2.4

VanEck Low Carbon Energy ETFSectors · Energy0.64%1.56%+0.3%−0.8%+13.1%−4.7%−18.0%23.0%$130M3.6

Rank among the four1st → 4thFee, 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 · SMOG 2007 · XLF 1998 · XLE 1998

Head to Head

Swap sides Versus in desk

Head to Head

Alerian MLP ETF · $12.3B$20,959

AMLP

SMOG

VanEck Low Carbon Energy ETF · $130M$7,861

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

AMLPMeasureSMOG

+12.8%Year to dateJan 1 → Nov 5+0.3%

+16.3%1 yearTotal return−0.8%

+14.9%3 years · per year$10,000 became $15,151 · $14,468+13.1%

+16.0%5 years · per year$10,000 became $20,959 · $7,861−4.7%

1.01%Expense ratio$101 · $64 a year on $10k · lower is better0.64%

8.14%Trailing 12-mo yield$814 · $156 a year on $10k1.56%

−11.0%Worst dropSmaller is better−18.0%

13.4%VolatilityLower is calmer23.0%

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

7–1AMLP wins

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 SMOG: Top 5 Holdings

Today

AMLP

62.3%in top 5

SMOG

in top 537.9%

AMLPStockSMOG

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 5IBE.MC9.1%

not top 5TSLA8.7%

not top 5NEE7.8%

not top 5ENEL.MI7.1%

not top 51211.HK5.1%

Held in common0.0%

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

AMLP vs SMOG Returns, Every Period

ALPSAMLP

+16.0%

5 years, per year

SMOGVanEck

−4.7%

5 years, per year

AMLPSMOGFaded: behind in that period

4–0AMLP wins

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

AMLP vs XLE

YTD

ALPSAMLP

+12.8%

XLESPDR

+40.6%

+12.8%Year to date+40.6%

−11.0%Worst drop · 1Y−15.0%

13.4%Volatility · 1Y23.3%

8.1%Yield2.5%

$12.3BAssets$44.1B

3–1AMLP wins

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

Cost, Income and Risk

Fees: AMLP, SMOG, XLF, XLE

Today

0.08%lowest, XLF

FundExpense ratioFee$10k

XLF0.08%$8

XLE0.08%$8

SMOG0.64%$64

AMLP1.01%$101

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

Yields: AMLP, SMOG, XLF, XLE

8.14%highest, AMLP

FundTrailing yieldYield$10k

AMLP8.14%$814

XLE2.47%$247

SMOG1.56%$156

XLF1.44%$144

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

Income After Fees on $10,000

$713most kept, AMLP

AMLP$814 − $101 = $713

XLE$247 − $8 = $239

XLF$144 − $8 = $136

SMOG$156 − $64 = $92

KeptFee

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

Overlap: AMLP, SMOG, XLF, XLE

Today

0.0%most shared, AMLP and SMOG

AMLPSMOGXLFXLE

AMLP—0.0%0.0%0.0%

SMOG0.0%—0.0%0.0%

XLF0.0%0.0%—0.0%

XLE0.0%0.0%0.0%—

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

Return vs Bumpiness: 4 ETFs

+45.4%XLE, at 23.3% volatility

AMLPWorst drop−11.0%13.4% vol

XLFWorst drop−14.8%15.3% vol

SMOGWorst drop−18.0%23.0% vol

XLEWorst drop−15.0%23.3% vol

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

Paid More vs Made More

YTD

AMLPXLE

+12.8%Year to date+40.6%

8.1%Yield2.5%

+16.3%Past year+45.4%

1.01%Fee0.08%

3–1XLE wins

End-of-day Nov 5, 2026

Popular Pairs Near These Four

XLE vs VDE

YTD

SPDRXLE

+40.6%

VDEVanguard

+38.4%

+40.6%Year to date+38.4%

2.5%Yield2.4%

$44.1BAssets$10.4B

2–0XLE wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026