Compare · 3 funds side by side · dividends reinvested

AMLP, SPYM and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$21,130AMLP · best of the three

02 / 04

AMLP, SPYM and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Alerian MLP ETFSectors · Energy1.01%8.03%+14.2%+16.6%+13.9%+16.1%−11.0%13.4%$12.1B1.8

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.03%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$179B1.8

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.2%+13.5%+21.9%+11.8%−8.9%13.7%$778B2.5

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

End-of-day Nov 9, 2026 · returns include dividends · since: AMLP 2010 · SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Alerian MLP ETF · $12.1B$21,130

AMLP

SPY

State Street SPDR S&P 500 ETF · $778B$17,493

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

AMLPMeasureSPY

+14.2%Year to dateJan 1 → Nov 9+11.2%

+16.6%1 yearTotal return+13.5%

+13.9%3 years · per year$10,000 became $14,790 · $18,118+21.9%

+16.1%5 years · per year$10,000 became $21,130 · $17,493+11.8%

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

8.03%Trailing 12-mo yield$803 · $101 a year on $10k1.01%

−11.0%Worst dropSmaller is better−8.9%

13.4%VolatilityLower is calmer13.7%

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

5–3AMLP wins

End-of-day Nov 9, 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

62.2%in top 5

SPY

in top 527.8%

AMLPStockSPY

13.0%EPDnot top 5

12.9%MPLXnot top 5

12.8%PAAnot top 5

12.0%ETnot top 5

11.4%WESnot top 5

not top 5AAPL7.9%

not top 5NVDA7.1%

not top 5MSFT6.2%

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

AMLP vs SPY Returns, Every Period

ALPSAMLP

+16.1%

5 years, per year

SPYSPDR

+11.8%

5 years, per year

AMLPSPYFaded: behind in that period

3–1AMLP wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Sector vs Core: AMLP vs SPYM

YTD

ALPSAMLP

+14.2%

SPYMSPDR

+11.3%

+14.2%Year to date+11.3%

−11.0%Worst drop · 1Y−8.9%

13.4%Volatility · 1Y13.7%

8.0%Yield1.0%

$12.1BAssets$179B

3–1AMLP wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AMLP, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPY0.09%$9

AMLP1.01%$101

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: AMLP, SPYM, SPY

8.03%highest, AMLP

FundTrailing yieldYield$10k

AMLP8.03%$803

SPYM1.03%$103

SPY1.01%$101

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$702most kept, AMLP

AMLP$803 − $101 = $702

SPYM$103 − $2 = $101

SPY$101 − $9 = $92

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: AMLP, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

AMLPSPYMSPY

AMLP—0.0%0.0%

SPYM0.0%—99.9%

SPY0.0%99.9%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+16.6%AMLP, at 13.4% volatility

AMLPWorst drop−11.0%13.4% vol

SPYMWorst drop−8.9%13.7% vol

SPYWorst drop−8.9%13.7% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

AMLPSPYM

+14.2%Year to date+11.3%

8.0%Yield1.0%

+16.6%Past year+13.6%

1.01%Fee0.02%

3–1AMLP wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026