Compare · 3 funds side by side · dividends reinvested

AMZA, XLE and VOO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$26,887XLE · best of the three

02 / 04

AMZA, XLE and VOO, 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%$470M1.9

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.28%+52.1%+55.6%+20.1%+21.9%−15.0%22.6%$44.6B2.0

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.5%+11.9%+24.1%+12.2%−8.9%12.7%$1.00T2.1

Rank among the three1st → 3rdFee, 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 · XLE 1998 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

InfraCap MLP ETF · $470M$26,063

AMZA

XLE

State Street Energy Select Sector SPDR ETF · $44.6B$26,887

$10,000 five years ago, dividends reinvested · they hold 12.9% in common

AMZAMeasureXLE

+31.6%Year to dateJan 1 → Nov 3+52.1%

+36.3%1 yearTotal return+55.6%

+21.8%3 years · per year$10,000 became $18,084 · $17,324+20.1%

+21.1%5 years · per year$10,000 became $26,063 · $26,887+21.9%

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

8.24%Trailing 12-mo yield$824 · $228 a year on $10k2.28%

−8.2%Worst dropSmaller is better−15.0%

19.0%VolatilityLower is calmer22.6%

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

4–4Level

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 XLE: Top 5 Holdings

Today

AMZA

66.5%in top 5

XLE

in top 558.9%

AMZAStockXLE

not top 5XOM24.3%

not top 5CVX18.3%

16.0%ETnot top 5

13.6%SUNnot top 5

13.0%PAAnot top 5

12.0%MPLXnot top 5

11.9%EPDnot top 5

not top 5COP7.2%

not top 5MPC4.6%

not top 5PSX4.5%

Held in common12.9%

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

AMZA vs XLE Returns, Every Period

VirtusAMZA

+21.1%

5 years, per year

XLESPDR

+21.9%

5 years, per year

AMZAXLEFaded: behind in that period

1–3XLE wins

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

AMZA vs XLE

YTD

VirtusAMZA

+31.6%

XLESPDR

+52.1%

+31.6%Year to date+52.1%

−8.2%Worst drop · 1Y−15.0%

19.0%Volatility · 1Y22.6%

8.2%Yield2.3%

$470MAssets$44.6B

3–1AMZA wins

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

Cost, Income and Risk

Fees: AMZA, XLE, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

XLE0.08%$8

AMZA1.72%$172

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

Yields: AMZA, XLE, VOO

8.24%highest, AMZA

FundTrailing yieldYield$10k

AMZA8.24%$824

XLE2.28%$228

VOO1.07%$107

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

Income After Fees on $10,000

$652most kept, AMZA

AMZA$824 − $172 = $652

XLE$228 − $8 = $220

VOO$107 − $3 = $104

KeptFee

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

Overlap: AMZA, XLE, VOO

Today

12.9%most shared, AMZA and XLE

AMZAXLEVOO

AMZA—12.9%0.7%

XLE12.9%—3.4%

VOO0.7%3.4%—

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

Return vs Bumpiness: 3 ETFs

+55.6%XLE, at 22.6% volatility

VOOWorst drop−8.9%12.7% vol

AMZAWorst drop−8.2%19.0% vol

XLEWorst drop−15.0%22.6% vol

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

Paid More vs Made More

YTD

AMZAXLE

+31.6%Year to date+52.1%

8.2%Yield2.3%

+36.3%Past year+55.6%

1.72%Fee0.08%

3–1XLE wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

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

XLE vs VDE

YTD

SPDRXLE

+52.1%

VDEVanguard

+50.3%

+52.1%Year to date+50.3%

2.3%Yield2.2%

$44.6BAssets$10.4B

2–0XLE wins

End-of-day Nov 3, 2026

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV wins

End-of-day Nov 3, 2026