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

Alerian MLP ETF · $12.7B$21,772

AMLP

AMZA

InfraCap MLP ETF · $470M$26,063

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

AMLPMeasureAMZA

+18.5%Year to dateJan 1 → Nov 3+31.6%

+22.1%1 yearTotal return+36.3%

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

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

1.01%Expense ratio$101 · $172 a year on $10k · lower is better1.72%

7.74%Trailing 12-mo yield$774 · $824 a year on $10k8.24%

−8.1%Worst dropSmaller is better−8.2%

12.9%VolatilityLower is calmer19.0%

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

3–5AMZA wins

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

More Ways to See the Pairs

AMLP vs AMZA: Top 5 Holdings

Today

AMLP

61.8%in top 5

AMZA

in top 566.5%

AMLPStockAMZA

12.1%ET16.0%

not top 5SUN13.6%

12.9%PAA13.0%

12.8%MPLX12.0%

12.3%EPD11.9%

11.8%WESnot top 5

Held in common88.3%

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

AMLP vs AMZA Returns, Every Period

ALPSAMLP

+16.8%

5 years, per year

AMZAVirtus

+21.1%

5 years, per year

AMLPAMZAFaded: behind in that period

0–4AMZA wins

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

AMLP vs AMZA

YTD

ALPSAMLP

+18.5%

AMZAVirtus

+31.6%

+18.5%Year to date+31.6%

−8.1%Worst drop · 1Y−8.2%

12.9%Volatility · 1Y19.0%

7.7%Yield8.2%

$12.7BAssets$470M

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