Compare · 2 funds side by side · dividends reinvested

AMZA and AMLP

AMZAVirtus×AMLPALPS×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$26,063AMZA · best of the two

02 / 04

AMZA and AMLP, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

InfraCap MLP ETFSectors · Energy1.72%8.24%+31.6%+36.3%+21.8%+21.1%−8.2%19.0%$470M1.4

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

Rank among the two1st → 2ndFee, 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: AMZA 2014 · AMLP 2010

Head to Head

Swap sides Versus in desk

Head to Head

InfraCap MLP ETF · $470M$26,063

AMZA

AMLP

Alerian MLP ETF · $12.7B$21,772

$10,000 five years ago, dividends reinvested · they hold 88.3% in common

AMZAMeasureAMLP

+31.6%Year to dateJan 1 → Nov 3+18.5%

+36.3%1 yearTotal return+22.1%

+21.8%3 years · per year$10,000 became $18,084 · $16,017+17.0%

+21.1%5 years · per year$10,000 became $26,063 · $21,772+16.8%

1.72%Expense ratio$172 · $101 a year on $10k · lower is better1.01%

8.24%Trailing 12-mo yield$824 · $774 a year on $10k7.74%

−8.2%Worst dropSmaller is better−8.1%

19.0%VolatilityLower is calmer12.9%

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

5–3AMZA wins

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

More Ways to See the Pairs

AMZA vs AMLP: Top 5 Holdings

Today

AMZA

66.5%in top 5

AMLP

in top 561.8%

AMZAStockAMLP

16.0%ET12.1%

13.6%SUNnot top 5

13.0%PAA12.9%

12.0%MPLX12.8%

11.9%EPD12.3%

not top 5WES11.8%

Held in common88.3%

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

AMZA vs AMLP Returns, Every Period

VirtusAMZA

+21.1%

5 years, per year

AMLPALPS

+16.8%

5 years, per year

AMZAAMLPFaded: behind in that period

4–0AMZA wins

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

AMZA vs AMLP

YTD

VirtusAMZA

+31.6%

AMLPALPS

+18.5%

+31.6%Year to date+18.5%

−8.2%Worst drop · 1Y−8.1%

19.0%Volatility · 1Y12.9%

8.2%Yield7.7%

$470MAssets$12.7B

2–2level

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

Cost, Income and Risk

Fees: AMZA, AMLP

Today

1.01%lowest, AMLP

FundExpense ratioFee$10k

AMLP1.01%$101

AMZA1.72%$172

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

Yields: AMZA, AMLP

8.24%highest, AMZA

FundTrailing yieldYield$10k

AMZA8.24%$824

AMLP7.74%$774

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

Income After Fees on $10,000

$673most kept, AMLP

AMLP$774 − $101 = $673

AMZA$824 − $172 = $652

KeptFee

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

Overlap: AMZA, AMLP

Today

88.3%most shared, AMZA and AMLP

AMZAAMLP

AMZA—88.3%

AMLP88.3%—

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

Return vs Bumpiness: 2 ETFs

+36.3%AMZA, at 19.0% volatility

AMLPWorst drop−8.1%12.9% vol

AMZAWorst drop−8.2%19.0% vol

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

Paid More vs Made More

YTD

AMZAAMLP

+31.6%Year to date+18.5%

8.2%Yield7.7%

+36.3%Past year+22.1%

1.72%Fee1.01%

3–1AMZA wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

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