Compare · 3 funds side by side · dividends reinvested

AMLP, XLF and SMH

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$33,824SMH · best of the three

02 / 04

AMLP, XLF and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Alerian MLP ETFSectors · Energy1.01%8.14%+12.8%+16.3%+14.9%+16.0%−11.0%13.4%$12.0B1.9

VanEck Semiconductor ETFThematic · AI & semis0.35%0.25%+24.3%+27.3%+48.4%+27.6%−33.1%42.8%$57.7B1.9

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.44%+6.3%+11.4%+23.0%+9.2%−14.8%15.3%$55.5B2.3

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

End-of-day Nov 5, 2026 · returns include dividends · since: AMLP 2010 · XLF 1998 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

State Street Financial Select Sector SPDR ETF · $55.5B$15,503

XLF

AMLP

Alerian MLP ETF · $12.0B$20,959

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

XLFMeasureAMLP

+6.3%Year to dateJan 1 → Nov 5+12.8%

+11.4%1 yearTotal return+16.3%

+23.0%3 years · per year$10,000 became $18,620 · $15,151+14.9%

+9.2%5 years · per year$10,000 became $15,503 · $20,959+16.0%

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

1.44%Trailing 12-mo yield$144 · $814 a year on $10k8.14%

−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 5, 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 562.3%

XLFStockAMLP

not top 5PAA13.2%

12.9%BRK-Bnot top 5

not top 5MPLX12.7%

not top 5EPD12.5%

not top 5ET12.0%

not top 5WES11.9%

11.2%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 5, 2026 · share of each fund

XLF vs AMLP Returns, Every Period

SPDRXLF

+9.2%

5 years, per year

AMLPALPS

+16.0%

5 years, per year

XLFAMLPFaded: behind in that period

1–3AMLP wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

XLF vs AMLP

YTD

SPDRXLF

+6.3%

AMLPALPS

+12.8%

+6.3%Year to date+12.8%

−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 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AMLP, XLF, SMH

Today

0.08%lowest, XLF

FundExpense ratioFee$10k

XLF0.08%$8

SMH0.35%$35

AMLP1.01%$101

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: AMLP, XLF, SMH

8.14%highest, AMLP

FundTrailing yieldYield$10k

AMLP8.14%$814

XLF1.44%$144

SMH0.25%$25

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$713most kept, AMLP

AMLP$814 − $101 = $713

XLF$144 − $8 = $136

SMH$25 − $35 = −$10

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: AMLP, XLF, SMH

Today

0.0%most shared, AMLP and XLF

AMLPXLFSMH

AMLP—0.0%0.0%

XLF0.0%—0.0%

SMH0.0%0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+27.3%SMH, at 42.8% volatility

AMLPWorst drop−11.0%13.4% vol

XLFWorst drop−14.8%15.3% vol

SMHWorst drop−33.1%42.8% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

AMLPSMH

+12.8%Year to date+24.3%

8.1%Yield0.2%

+16.3%Past year+27.3%

1.01%Fee0.35%

3–1SMH wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SOXX vs SMH

YTD

iSharesSOXX

+31.6%

SMHVanEck

+24.3%

+31.6%Year to date+24.3%

0.33% · $33Fee · on $10k a year0.35% · $35

$37.6BAssets$57.7B

2–0SOXX wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026