Compare · 3 funds side by side · dividends reinvested

FXN, AMLP and VGT

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$21,370AMLP · best of the three

02 / 04

FXN, AMLP and VGT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Alerian MLP ETFSectors · Energy1.01%8.10%+13.2%+15.8%+14.8%+16.4%−11.0%13.4%$12.0B1.8

First Trust Energy AlphaDEX FundSectors · Energy0.63%1.89%+37.2%+44.0%+11.2%+14.8%−13.4%24.3%$370M2.0

Vanguard Information Technology ETFSectors · Technology0.09%0.44%+15.6%+12.1%+28.6%+15.6%−17.5%26.5%$155B2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: FXN 2007 · AMLP 2010 · VGT 2004

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Energy AlphaDEX Fund · $370M$19,928

FXN

AMLP

Alerian MLP ETF · $12.0B$21,370

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

FXNMeasureAMLP

+37.2%Year to dateJan 1 → Nov 6+13.2%

+44.0%1 yearTotal return+15.8%

+11.2%3 years · per year$10,000 became $13,762 · $15,119+14.8%

+14.8%5 years · per year$10,000 became $19,928 · $21,370+16.4%

0.63%Expense ratio$63 · $101 a year on $10k · lower is better1.01%

1.89%Trailing 12-mo yield$189 · $810 a year on $10k8.10%

−13.4%Worst dropSmaller is better−11.0%

24.3%VolatilityLower is calmer13.4%

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

3–5AMLP wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FXN vs AMLP: Top 5 Holdings

Today

FXN

22.8%in top 5

AMLP

in top 562.7%

FXNStockAMLP

not top 5PAA13.2%

not top 5MPLX13.1%

not top 5EPD12.8%

not top 5ET12.2%

not top 5WES11.4%

5.6%RRCnot top 5

4.6%FSLRnot top 5

4.5%ARnot top 5

4.2%EXEnot top 5

4.1%CHRDnot top 5

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

FXN vs AMLP Returns, Every Period

First TrustFXN

+14.8%

5 years, per year

AMLPALPS

+16.4%

5 years, per year

FXNAMLPFaded: behind in that period

2–2Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

FXN vs AMLP

YTD

First TrustFXN

+37.2%

AMLPALPS

+13.2%

+37.2%Year to date+13.2%

−13.4%Worst drop · 1Y−11.0%

24.3%Volatility · 1Y13.4%

1.9%Yield8.1%

$370MAssets$12.0B

3–1AMLP wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FXN, AMLP, VGT

Today

0.09%lowest, VGT

FundExpense ratioFee$10k

VGT0.09%$9

FXN0.63%$63

AMLP1.01%$101

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: FXN, AMLP, VGT

8.10%highest, AMLP

FundTrailing yieldYield$10k

AMLP8.10%$810

FXN1.89%$189

VGT0.44%$44

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$709most kept, AMLP

AMLP$810 − $101 = $709

FXN$189 − $63 = $126

VGT$44 − $9 = $35

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: FXN, AMLP, VGT

Today

0.1%most shared, FXN and VGT

FXNAMLPVGT

FXN—0.0%0.1%

AMLP0.0%—0.0%

VGT0.1%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+44.0%FXN, at 24.3% volatility

AMLPWorst drop−11.0%13.4% vol

FXNWorst drop−13.4%24.3% vol

VGTWorst drop−17.5%26.5% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

AMLPFXN

+13.2%Year to date+37.2%

8.1%Yield1.9%

+15.8%Past year+44.0%

1.01%Fee0.63%

3–1FXN wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

XLK vs VGT

YTD

SPDRXLK

+14.8%

VGTVanguard

+15.6%

+14.8%Year to date+15.6%

0.08% · $8Fee · on $10k a year0.09% · $9

$117BAssets$155B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026