Compare · 3 funds side by side · dividends reinvested

AMLP, SPY and QQQ

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$21,308AMLP · best of the three

02 / 04

AMLP, SPY and QQQ, 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%$12.7B1.8

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%0.99%+13.3%+13.4%+24.1%+12.6%−8.9%12.9%$798B1.8

Invesco QQQ Trust, Series 1Low-Cost Core · Nasdaq-1000.18%0.45%+13.0%+10.0%+26.3%+13.4%−11.7%20.3%$461B2.5

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

End-of-day Nov 4, 2026 · returns include dividends · since: AMLP 2010 · SPY 1993 · QQQ 1999

Head to Head

Swap sides Versus in desk

Head to Head

Alerian MLP ETF · $12.7B$21,308

AMLP

SPY

State Street SPDR S&P 500 ETF · $798B$18,060

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

AMLPMeasureSPY

+15.3%Year to dateJan 1 → Nov 4+13.3%

+18.8%1 yearTotal return+13.4%

+15.9%3 years · per year$10,000 became $15,574 · $19,132+24.1%

+16.3%5 years · per year$10,000 became $21,308 · $18,060+12.6%

1.01%Expense ratio$101 · $9 a year on $10k · lower is better0.09%

7.96%Trailing 12-mo yield$796 · $99 a year on $10k0.99%

−9.0%Worst dropSmaller is better−8.9%

13.2%VolatilityLower is calmer12.9%

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

4–4Level

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

AMLP vs SPY: Top 5 Holdings

Today

AMLP

61.6%in top 5

SPY

in top 527.3%

AMLPStockSPY

13.0%PAAnot top 5

12.5%MPLXnot top 5

12.3%EPDnot top 5

12.0%ETnot top 5

11.8%WESnot top 5

not top 5NVDA7.7%

not top 5AAPL7.4%

not top 5MSFT5.9%

not top 5AMZN3.8%

not top 5GOOGL2.5%

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

AMLP vs SPY Returns, Every Period

ALPSAMLP

+16.3%

5 years, per year

SPYSPDR

+12.6%

5 years, per year

AMLPSPYFaded: behind in that period

3–1AMLP wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Sector vs Core: AMLP vs SPY

YTD

ALPSAMLP

+15.3%

SPYSPDR

+13.3%

+15.3%Year to date+13.3%

−9.0%Worst drop · 1Y−8.9%

13.2%Volatility · 1Y12.9%

8.0%Yield1.0%

$12.7BAssets$798B

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AMLP, SPY, QQQ

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

QQQ0.18%$18

AMLP1.01%$101

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: AMLP, SPY, QQQ

7.96%highest, AMLP

FundTrailing yieldYield$10k

AMLP7.96%$796

SPY0.99%$99

QQQ0.45%$45

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$695most kept, AMLP

AMLP$796 − $101 = $695

SPY$99 − $9 = $90

QQQ$45 − $18 = $27

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: AMLP, SPY, QQQ

Today

52.8%most shared, SPY and QQQ

AMLPSPYQQQ

AMLP—0.0%0.0%

SPY0.0%—52.8%

QQQ0.0%52.8%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+18.8%AMLP, at 13.2% volatility

SPYWorst drop−8.9%12.9% vol

AMLPWorst drop−9.0%13.2% vol

QQQWorst drop−11.7%20.3% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

AMLPSPY

+15.3%Year to date+13.3%

8.0%Yield1.0%

+18.8%Past year+13.4%

1.01%Fee0.09%

3–1AMLP wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

QQQM vs QQQ

YTD

InvescoQQQM

+13.1%

QQQInvesco

+13.0%

+13.1%Year to date+13.0%

0.15% · $15Fee · on $10k a year0.18% · $18

$105BAssets$461B

2–0QQQM wins

End-of-day Nov 4, 2026

TQQQ vs QQQ

YTD

ProSharesTQQQ

+18.8%

QQQInvesco

+13.0%

+18.8%Year to date+13.0%

0.94% · $94Fee · on $10k a year0.18% · $18

$32.5BAssets$461B

1–1level

End-of-day Nov 4, 2026