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

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

XLF

AMLP

Alerian MLP ETF · $12.0B$21,370

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

XLFMeasureAMLP

+5.7%Year to dateJan 1 → Nov 6+13.2%

+10.4%1 yearTotal return+15.8%

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

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

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

1.44%Trailing 12-mo yield$144 · $810 a year on $10k8.10%

−14.8%Worst dropSmaller is better−11.0%

15.3%VolatilityLower is calmer13.4%

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

2–6AMLP wins

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

More Ways to See the Pairs

XLF vs AMLP: Top 5 Holdings

Today

XLF

43.7%in top 5

AMLP

in top 562.7%

XLFStockAMLP

not top 5PAA13.2%

13.2%BRK-Bnot top 5

not top 5MPLX13.1%

not top 5EPD12.8%

not top 5ET12.2%

not top 5WES11.4%

11.1%JPMnot top 5

8.9%Vnot top 5

6.5%MAnot top 5

4.0%BACnot top 5

Held in common0.0%

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

XLF vs AMLP Returns, Every Period

SPDRXLF

+9.1%

5 years, per year

AMLPALPS

+16.4%

5 years, per year

XLFAMLPFaded: behind in that period

1–3AMLP wins

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

XLF vs AMLP

YTD

SPDRXLF

+5.7%

AMLPALPS

+13.2%

+5.7%Year to date+13.2%

−14.8%Worst drop · 1Y−11.0%

15.3%Volatility · 1Y13.4%

1.4%Yield8.1%

$55.5BAssets$12.0B

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