Compare · 3 funds side by side · dividends reinvested

AMLP, SPY and VTI

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$21,772AMLP · best of the three

02 / 04

AMLP, SPY and VTI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Alerian MLP ETFSectors · Energy1.01%7.74%+18.5%+22.1%+17.0%+16.8%−8.1%12.9%$12.7B1.6

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.5%+11.8%+24.0%+12.1%−8.9%12.8%$798B2.1

Vanguard Morningstar Total Stock Market ETFLow-Cost Core · Total US market0.03%1.06%+11.7%+11.9%+23.8%+11.0%−8.9%13.0%$689B2.3

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

End-of-day Nov 3, 2026 · returns include dividends · since: AMLP 2010 · SPY 1993 · VTI 2001

Head to Head

Swap sides Versus in desk

Head to Head

Alerian MLP ETF · $12.7B$21,772

AMLP

SPY

State Street SPDR S&P 500 ETF · $798B$17,688

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

AMLPMeasureSPY

+18.5%Year to dateJan 1 → Nov 3+11.5%

+22.1%1 yearTotal return+11.8%

+17.0%3 years · per year$10,000 became $16,017 · $19,046+24.0%

+16.8%5 years · per year$10,000 became $21,772 · $17,688+12.1%

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

7.74%Trailing 12-mo yield$774 · $101 a year on $10k1.01%

−8.1%Worst dropSmaller is better−8.9%

12.9%VolatilityLower is calmer12.8%

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

5–3AMLP wins

End-of-day Nov 3, 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

61.8%in top 5

SPY

in top 527.4%

AMLPStockSPY

12.9%PAAnot top 5

12.8%MPLXnot top 5

12.3%EPDnot top 5

12.1%ETnot top 5

11.8%WESnot top 5

not top 5NVDA7.8%

not top 5AAPL7.7%

not top 5MSFT5.9%

not top 5AMZN3.6%

not top 5GOOGL2.5%

Held in common0.0%

End-of-day Nov 3, 2026 · share of each fund

AMLP vs SPY Returns, Every Period

ALPSAMLP

+16.8%

5 years, per year

SPYSPDR

+12.1%

5 years, per year

AMLPSPYFaded: behind in that period

3–1AMLP wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Sector vs Core: AMLP vs VTI

YTD

ALPSAMLP

+18.5%

VTIVanguard

+11.7%

+18.5%Year to date+11.7%

−8.1%Worst drop · 1Y−8.9%

12.9%Volatility · 1Y13.0%

7.7%Yield1.1%

$12.7BAssets$689B

4–0AMLP wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AMLP, SPY, VTI

Today

0.03%lowest, VTI

FundExpense ratioFee$10k

VTI0.03%$3

SPY0.09%$9

AMLP1.01%$101

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: AMLP, SPY, VTI

7.74%highest, AMLP

FundTrailing yieldYield$10k

AMLP7.74%$774

VTI1.06%$106

SPY1.01%$101

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$673most kept, AMLP

AMLP$774 − $101 = $673

VTI$106 − $3 = $103

SPY$101 − $9 = $92

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: AMLP, SPY, VTI

Today

87.7%most shared, SPY and VTI

AMLPSPYVTI

AMLP—0.0%0.0%

SPY0.0%—87.7%

VTI0.0%87.7%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+22.1%AMLP, at 12.9% volatility

SPYWorst drop−8.9%12.8% vol

AMLPWorst drop−8.1%12.9% vol

VTIWorst drop−8.9%13.0% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

AMLPVTI

+18.5%Year to date+11.7%

7.7%Yield1.1%

+22.1%Past year+11.9%

1.01%Fee0.03%

3–1AMLP wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

VTI vs ITOT

YTD

VanguardVTI

+11.7%

ITOTiShares

+11.6%

+11.7%Year to date+11.6%

1.1%Yield1.0%

$689BAssets$95.4B

2–0VTI wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026