Compare AMZA and XLF | ETF Tracker

AMZA 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%$470M1.4

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.40%+9.4%+15.3%+24.7%+10.1%−14.8%15.0%$54.2B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: AMZA 2014 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

5Y

InfraCap MLP ETF · $470M$25,038

AMZA

XLF

State Street Financial Select Sector SPDR ETF · $54.2B$16,157

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

AMZAMeasureXLF

+25.6%Year to dateJan 1 → Nov 4+9.4%

+30.5%1 yearTotal return+15.3%

+19.9%3 years · per year$10,000 became $17,241 · $19,384+24.7%

+20.1%5 years · per year$10,000 became $25,038 · $16,157+10.1%

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

8.63%Trailing 12-mo yield$863 · $140 a year on $10k1.40%

−8.7%Worst dropSmaller is better−14.8%

19.6%VolatilityLower is calmer15.0%

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

5–3AMZA 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 XLF: Top 5 Holdings

Today

AMZA

65.0%in top 5

XLF

in top 543.4%

AMZAStockXLF

15.8%ETnot top 5

13.2%SUNnot top 5

not top 5BRK-B12.9%

12.5%PAAnot top 5

11.8%MPLXnot top 5

11.7%EPDnot top 5

not top 5JPM11.2%

not top 5V8.9%

not top 5MA6.5%

not top 5BAC4.0%

Held in common0.0%

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

AMZA vs XLF Returns, Every Period

5Y

VirtusAMZA

+20.1%

5 years, per year

XLFSPDR

+10.1%

5 years, per year

AMZAXLFFaded: behind in that period

3–1AMZA wins

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

AMZA vs XLF

YTD

VirtusAMZA

+25.6%

XLFSPDR

+9.4%

+25.6%Year to date+9.4%

−8.7%Worst drop · 1Y−14.8%

19.6%Volatility · 1Y15.0%

8.6%Yield1.4%

$470MAssets$54.2B

3–1AMZA wins

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

Cost, Income and Risk

Fees: AMZA, XLF

Today

0.08%lowest, XLF

FundExpense ratioFee$10k

XLF0.08%$8

AMZA1.72%$172

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

Yields: AMZA, XLF

1Y

8.63%highest, AMZA

FundTrailing yieldYield$10k

AMZA8.63%$863

XLF1.40%$140

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

Income After Fees on $10,000

1Y

$691most kept, AMZA

AMZA$863 − $172 = $691

XLF$140 − $8 = $132

KeptFee

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

Overlap: AMZA, XLF

Today

0.0%most shared, AMZA and XLF

AMZAXLF

AMZA—0.0%

XLF0.0%—

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

Return vs Bumpiness: 2 ETFs

1Y

+30.5%AMZA, at 19.6% volatility

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

AMZAXLF

+25.6%Year to date+9.4%

8.6%Yield1.4%

+30.5%Past year+15.3%

1.72%Fee0.08%

3–1AMZA wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

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