Compare · 3 funds side by side · dividends reinvested

AMLP, XLF and XLE

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$26,379XLE · best of the three

02 / 04

AMLP, XLF and XLE, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.40%+44.9%+48.2%+18.0%+21.4%−15.0%23.2%$44.1B1.8

Alerian MLP ETFSectors · Energy1.01%7.96%+15.3%+18.8%+15.9%+16.3%−9.0%13.2%$12.3B1.9

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.40%+9.4%+15.3%+24.7%+10.1%−14.8%15.0%$53.8B2.3

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

End-of-day Nov 4, 2026 · returns include dividends · since: AMLP 2010 · XLF 1998 · XLE 1998

Head to Head

Swap sides Versus in desk

Head to Head

Alerian MLP ETF · $12.3B$21,308

AMLP

XLF

State Street Financial Select Sector SPDR ETF · $53.8B$16,157

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

AMLPMeasureXLF

+15.3%Year to dateJan 1 → Nov 4+9.4%

+18.8%1 yearTotal return+15.3%

+15.9%3 years · per year$10,000 became $15,574 · $19,384+24.7%

+16.3%5 years · per year$10,000 became $21,308 · $16,157+10.1%

1.01%Expense ratio$101 · $8 a year on $10k · lower is better0.08%

7.96%Trailing 12-mo yield$796 · $140 a year on $10k1.40%

−9.0%Worst dropSmaller is better−14.8%

13.2%VolatilityLower is calmer15.0%

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

6–2AMLP wins

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 XLF: Top 5 Holdings

Today

AMLP

61.6%in top 5

XLF

in top 543.4%

AMLPStockXLF

13.0%PAAnot top 5

not top 5BRK-B12.9%

12.5%MPLXnot top 5

12.3%EPDnot top 5

12.0%ETnot top 5

11.8%WESnot top 5

not top 5JPM11.2%

not top 5V8.9%

not top 5MA6.5%

not top 5BAC4.0%

Held in common0.0%

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

AMLP vs XLF Returns, Every Period

ALPSAMLP

+16.3%

5 years, per year

XLFSPDR

+10.1%

5 years, per year

AMLPXLFFaded: behind in that period

3–1AMLP wins

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

AMLP vs XLE

YTD

ALPSAMLP

+15.3%

XLESPDR

+44.9%

+15.3%Year to date+44.9%

−9.0%Worst drop · 1Y−15.0%

13.2%Volatility · 1Y23.2%

8.0%Yield2.4%

$12.3BAssets$44.1B

3–1AMLP wins

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

Cost, Income and Risk

Fees: AMLP, XLF, XLE

Today

0.08%lowest, XLF

FundExpense ratioFee$10k

XLF0.08%$8

XLE0.08%$8

AMLP1.01%$101

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

Yields: AMLP, XLF, XLE

7.96%highest, AMLP

FundTrailing yieldYield$10k

AMLP7.96%$796

XLE2.40%$240

XLF1.40%$140

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

Income After Fees on $10,000

$695most kept, AMLP

AMLP$796 − $101 = $695

XLE$240 − $8 = $232

XLF$140 − $8 = $132

KeptFee

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

Overlap: AMLP, XLF, XLE

Today

0.0%most shared, AMLP and XLF

AMLPXLFXLE

AMLP—0.0%0.0%

XLF0.0%—0.0%

XLE0.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

+48.2%XLE, at 23.2% volatility

AMLPWorst drop−9.0%13.2% vol

XLFWorst drop−14.8%15.0% vol

XLEWorst drop−15.0%23.2% vol

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

Paid More vs Made More

YTD

AMLPXLE

+15.3%Year to date+44.9%

8.0%Yield2.4%

+18.8%Past year+48.2%

1.01%Fee0.08%

3–1XLE wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

XLE vs VDE

YTD

SPDRXLE

+44.9%

VDEVanguard

+42.7%

+44.9%Year to date+42.7%

2.4%Yield2.3%

$44.1BAssets$10.4B

2–0XLE wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026