Compare · 3 funds side by side · dividends reinvested

AMZA, AMLP and XLF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$25,038AMZA · best of the three

02 / 04

AMZA, AMLP and XLF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

InfraCap MLP ETFSectors · Energy1.72%8.63%+25.6%+30.5%+19.9%+20.1%−8.7%19.6%$470M1.6

Alerian MLP ETFSectors · Energy1.01%7.96%+15.3%+18.8%+15.9%+16.3%−9.0%13.2%$12.7B2.0

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.40%+9.4%+15.3%+24.7%+10.1%−14.8%15.0%$54.2B2.4

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: AMZA 2014 · AMLP 2010 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

InfraCap MLP ETF · $470M$25,038

AMZA

AMLP

Alerian MLP ETF · $12.7B$21,308

$10,000 five years ago, dividends reinvested · they hold 87.0% in common

AMZAMeasureAMLP

+25.6%Year to dateJan 1 → Nov 4+15.3%

+30.5%1 yearTotal return+18.8%

+19.9%3 years · per year$10,000 became $17,241 · $15,574+15.9%

+20.1%5 years · per year$10,000 became $25,038 · $21,308+16.3%

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

8.63%Trailing 12-mo yield$863 · $796 a year on $10k7.96%

−8.7%Worst dropSmaller is better−9.0%

19.6%VolatilityLower is calmer13.2%

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

6–2AMZA wins

End-of-day Nov 4, 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

65.0%in top 5

AMLP

in top 561.6%

AMZAStockAMLP

15.8%ET12.0%

13.2%SUNnot top 5

12.5%PAA13.0%

11.8%MPLX12.5%

11.7%EPD12.3%

not top 5WES11.8%

Held in common87.0%

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

AMZA vs AMLP Returns, Every Period

VirtusAMZA

+20.1%

5 years, per year

AMLPALPS

+16.3%

5 years, per year

AMZAAMLPFaded: behind in that period

4–0AMZA wins

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

AMZA vs AMLP

YTD

VirtusAMZA

+25.6%

AMLPALPS

+15.3%

+25.6%Year to date+15.3%

−8.7%Worst drop · 1Y−9.0%

19.6%Volatility · 1Y13.2%

8.6%Yield8.0%

$470MAssets$12.7B

3–1AMZA wins

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

Cost, Income and Risk

Fees: AMZA, AMLP, XLF

Today

0.08%lowest, XLF

FundExpense ratioFee$10k

XLF0.08%$8

AMLP1.01%$101

AMZA1.72%$172

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

Yields: AMZA, AMLP, XLF

8.63%highest, AMZA

FundTrailing yieldYield$10k

AMZA8.63%$863

AMLP7.96%$796

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

AMZA$863 − $172 = $691

XLF$140 − $8 = $132

KeptFee

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

Overlap: AMZA, AMLP, XLF

Today

87.0%most shared, AMZA and AMLP

AMZAAMLPXLF

AMZA—87.0%0.0%

AMLP87.0%—0.0%

XLF0.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

+30.5%AMZA, at 19.6% volatility

AMLPWorst drop−9.0%13.2% vol

XLFWorst drop−14.8%15.0% vol

AMZAWorst drop−8.7%19.6% vol

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

Paid More vs Made More

YTD

AMZAAMLP

+25.6%Year to date+15.3%

8.6%Yield8.0%

+30.5%Past year+18.8%

1.72%Fee1.01%

3–1AMZA wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026