Compare · 3 funds side by side · dividends reinvested

AMLP, SMOG and XLF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$21,370AMLP · best of the three

02 / 04

AMLP, SMOG and XLF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Alerian MLP ETFSectors · Energy1.01%8.10%+13.2%+15.8%+14.8%+16.4%−11.0%13.4%$12.0B1.4

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.44%+5.7%+10.4%+22.5%+9.1%−14.8%15.3%$55.5B1.9

VanEck Low Carbon Energy ETFSectors · Energy0.64%1.55%+1.3%−2.9%+13.3%−4.5%−18.0%22.8%$125M2.8

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 · SMOG 2007 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

Alerian MLP ETF · $12.0B$21,370

AMLP

XLF

State Street Financial Select Sector SPDR ETF · $55.5B$15,474

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

AMLPMeasureXLF

+13.2%Year to dateJan 1 → Nov 6+5.7%

+15.8%1 yearTotal return+10.4%

+14.8%3 years · per year$10,000 became $15,119 · $18,391+22.5%

+16.4%5 years · per year$10,000 became $21,370 · $15,474+9.1%

1.01%Expense ratio$101 · $8 a year on $10k · lower is better0.08%

8.10%Trailing 12-mo yield$810 · $144 a year on $10k1.44%

−11.0%Worst dropSmaller is better−14.8%

13.4%VolatilityLower is calmer15.3%

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

6–2AMLP wins

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

More Ways to See the Pairs

AMLP vs XLF: Top 5 Holdings

Today

AMLP

62.7%in top 5

XLF

in top 543.7%

AMLPStockXLF

13.2%PAAnot top 5

not top 5BRK-B13.2%

13.1%MPLXnot top 5

12.8%EPDnot top 5

12.2%ETnot top 5

11.4%WESnot top 5

not top 5JPM11.1%

not top 5V8.9%

not top 5MA6.5%

not top 5BAC4.0%

Held in common0.0%

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

AMLP vs XLF Returns, Every Period

ALPSAMLP

+16.4%

5 years, per year

XLFSPDR

+9.1%

5 years, per year

AMLPXLFFaded: behind in that period

3–1AMLP wins

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

AMLP vs SMOG

YTD

ALPSAMLP

+13.2%

SMOGVanEck

+1.3%

+13.2%Year to date+1.3%

−11.0%Worst drop · 1Y−18.0%

13.4%Volatility · 1Y22.8%

8.1%Yield1.5%

$12.0BAssets$125M

4–0AMLP wins

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

Cost, Income and Risk

Fees: AMLP, SMOG, XLF

Today

0.08%lowest, XLF

FundExpense ratioFee$10k

XLF0.08%$8

SMOG0.64%$64

AMLP1.01%$101

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

Yields: AMLP, SMOG, XLF

8.10%highest, AMLP

FundTrailing yieldYield$10k

AMLP8.10%$810

SMOG1.55%$155

XLF1.44%$144

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

Income After Fees on $10,000

$709most kept, AMLP

AMLP$810 − $101 = $709

XLF$144 − $8 = $136

SMOG$155 − $64 = $91

KeptFee

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

Overlap: AMLP, SMOG, XLF

Today

0.0%most shared, AMLP and SMOG

AMLPSMOGXLF

AMLP—0.0%0.0%

SMOG0.0%—0.0%

XLF0.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

+15.8%AMLP, at 13.4% volatility

AMLPWorst drop−11.0%13.4% vol

XLFWorst drop−14.8%15.3% vol

SMOGWorst drop−18.0%22.8% vol

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

Paid More vs Made More

YTD

AMLPXLF

+13.2%Year to date+5.7%

8.1%Yield1.4%

+15.8%Past year+10.4%

1.01%Fee0.08%

3–1AMLP 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