Compare AMZA and XLE | ETF Tracker

AMZA and XLE, 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

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.40%+44.9%+48.2%+18.0%+21.4%−15.0%23.2%$44.6B1.5

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 · XLE 1998

Head to Head

Swap sides Versus in desk

Head to Head

5Y

InfraCap MLP ETF · $470M$25,038

AMZA

XLE

State Street Energy Select Sector SPDR ETF · $44.6B$26,379

$10,000 five years ago, dividends reinvested · they hold 12.8% in common

AMZAMeasureXLE

+25.6%Year to dateJan 1 → Nov 4+44.9%

+30.5%1 yearTotal return+48.2%

+19.9%3 years · per year$10,000 became $17,241 · $16,447+18.0%

+20.1%5 years · per year$10,000 became $25,038 · $26,379+21.4%

1.72%Expense ratio$172 · $8 a year on $10k · lower is better0.08%

8.63%Trailing 12-mo yield$863 · $240 a year on $10k2.40%

−8.7%Worst dropSmaller is better−15.0%

19.6%VolatilityLower is calmer23.2%

AMZAXLE 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 XLE: Top 5 Holdings

Today

AMZA

65.0%in top 5

XLE

in top 559.1%

AMZAStockXLE

not top 5XOM24.2%

not top 5CVX18.4%

15.8%ETnot top 5

13.2%SUNnot top 5

12.5%PAAnot top 5

11.8%MPLXnot top 5

11.7%EPDnot top 5

not top 5COP7.2%

not top 5MPC4.7%

not top 5PSX4.6%

Held in common12.8%

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

AMZA vs XLE Returns, Every Period

5Y

VirtusAMZA

+20.1%

5 years, per year

XLESPDR

+21.4%

5 years, per year

AMZAXLEFaded: behind in that period

1–3XLE wins

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

AMZA vs XLE

YTD

VirtusAMZA

+25.6%

XLESPDR

+44.9%

+25.6%Year to date+44.9%

−8.7%Worst drop · 1Y−15.0%

19.6%Volatility · 1Y23.2%

8.6%Yield2.4%

$470MAssets$44.6B

3–1AMZA wins

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

Cost, Income and Risk

Fees: AMZA, XLE

Today

0.08%lowest, XLE

FundExpense ratioFee$10k

XLE0.08%$8

AMZA1.72%$172

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

Yields: AMZA, XLE

1Y

8.63%highest, AMZA

FundTrailing yieldYield$10k

AMZA8.63%$863

XLE2.40%$240

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

Income After Fees on $10,000

1Y

$691most kept, AMZA

AMZA$863 − $172 = $691

XLE$240 − $8 = $232

KeptFee

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

Overlap: AMZA, XLE

Today

12.8%most shared, AMZA and XLE

AMZAXLE

AMZA—12.8%

XLE12.8%—

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

Return vs Bumpiness: 2 ETFs

1Y

+48.2%XLE, at 23.2% volatility

AMZAWorst drop−8.7%19.6% 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

AMZAXLE

+25.6%Year to date+44.9%

8.6%Yield2.4%

+30.5%Past year+48.2%

1.72%Fee0.08%

3–1XLE 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