Compare · 2 funds side by side · dividends reinvested

AMZA and VDE

AMZAVirtus×VDEVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$25,706VDE · best of the two

02 / 04

AMZA and VDE, 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%$470M1.5

Vanguard Energy ETFSectors · Energy0.09%2.31%+42.7%+45.4%+17.4%+20.8%−15.0%23.1%$10.4B1.5

Rank among the two1st → 2ndFee, 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 · VDE 2004

Head to Head

Swap sides Versus in desk

Head to Head

InfraCap MLP ETF · $470M$25,038

AMZA

VDE

Vanguard Energy ETF · $10.4B$25,706

$10,000 five years ago, dividends reinvested · they hold 12.7% in common

AMZAMeasureVDE

+25.6%Year to dateJan 1 → Nov 4+42.7%

+30.5%1 yearTotal return+45.4%

+19.9%3 years · per year$10,000 became $17,241 · $16,162+17.4%

+20.1%5 years · per year$10,000 became $25,038 · $25,706+20.8%

1.72%Expense ratio$172 · $9 a year on $10k · lower is better0.09%

8.63%Trailing 12-mo yield$863 · $231 a year on $10k2.31%

−8.7%Worst dropSmaller is better−15.0%

19.6%VolatilityLower is calmer23.1%

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

4–4Level

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 VDE: Top 5 Holdings

Today

AMZA

65.0%in top 5

VDE

in top 552.1%

AMZAStockVDE

not top 5XOM22.9%

15.8%ETnot top 5

not top 5CVX14.4%

13.2%SUNnot top 5

12.5%PAAnot top 5

11.8%MPLXnot top 5

11.7%EPDnot top 5

not top 5COP5.9%

not top 5MPC4.5%

not top 5VLO4.5%

Held in common12.7%

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

AMZA vs VDE Returns, Every Period

VirtusAMZA

+20.1%

5 years, per year

VDEVanguard

+20.8%

5 years, per year

AMZAVDEFaded: behind in that period

1–3VDE wins

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

AMZA vs VDE

YTD

VirtusAMZA

+25.6%

VDEVanguard

+42.7%

+25.6%Year to date+42.7%

−8.7%Worst drop · 1Y−15.0%

19.6%Volatility · 1Y23.1%

8.6%Yield2.3%

$470MAssets$10.4B

3–1AMZA wins

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

Cost, Income and Risk

Fees: AMZA, VDE

Today

0.09%lowest, VDE

FundExpense ratioFee$10k

VDE0.09%$9

AMZA1.72%$172

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

Yields: AMZA, VDE

8.63%highest, AMZA

FundTrailing yieldYield$10k

AMZA8.63%$863

VDE2.31%$231

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

Income After Fees on $10,000

$691most kept, AMZA

AMZA$863 − $172 = $691

VDE$231 − $9 = $222

KeptFee

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

Overlap: AMZA, VDE

Today

12.7%most shared, AMZA and VDE

AMZAVDE

AMZA—12.7%

VDE12.7%—

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

Return vs Bumpiness: 2 ETFs

+45.4%VDE, at 23.1% volatility

AMZAWorst drop−8.7%19.6% vol

VDEWorst drop−15.0%23.1% vol

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

Paid More vs Made More

YTD

AMZAVDE

+25.6%Year to date+42.7%

8.6%Yield2.3%

+30.5%Past year+45.4%

1.72%Fee0.09%

3–1VDE wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

XLE vs VDE

YTD

SPDRXLE

+44.9%

VDEVanguard

+42.7%

+44.9%Year to date+42.7%

2.4%Yield2.3%

$44.6BAssets$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%

$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