Compare · 3 funds side by side · dividends reinvested

FXN, AMLP and XLF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$21,308AMLP · best of the three

02 / 04

FXN, AMLP and XLF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Alerian MLP ETFSectors · Energy1.01%7.96%+15.3%+18.8%+15.9%+16.3%−9.0%13.2%$12.7B1.6

First Trust Energy AlphaDEX FundSectors · Energy0.63%1.83%+41.1%+46.2%+12.8%+15.5%−13.4%24.1%$394M2.0

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.40%+9.4%+15.3%+24.7%+10.1%−14.8%15.0%$54.2B2.4

Rank among the three1st → 3rdFee, 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: FXN 2007 · AMLP 2010 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Energy AlphaDEX Fund · $394M$20,547

FXN

AMLP

Alerian MLP ETF · $12.7B$21,308

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

FXNMeasureAMLP

+41.1%Year to dateJan 1 → Nov 4+15.3%

+46.2%1 yearTotal return+18.8%

+12.8%3 years · per year$10,000 became $14,346 · $15,574+15.9%

+15.5%5 years · per year$10,000 became $20,547 · $21,308+16.3%

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

1.83%Trailing 12-mo yield$183 · $796 a year on $10k7.96%

−13.4%Worst dropSmaller is better−9.0%

24.1%VolatilityLower is calmer13.2%

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

3–5AMLP wins

End-of-day Nov 4, 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

22.3%in top 5

AMLP

in top 561.6%

FXNStockAMLP

not top 5PAA13.0%

not top 5MPLX12.5%

not top 5EPD12.3%

not top 5ET12.0%

not top 5WES11.8%

5.5%RRCnot top 5

4.5%ARnot top 5

4.1%MPCnot top 5

4.1%CHRDnot top 5

4.1%EXEnot top 5

Held in common0.0%

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

FXN vs AMLP Returns, Every Period

First TrustFXN

+15.5%

5 years, per year

AMLPALPS

+16.3%

5 years, per year

FXNAMLPFaded: behind in that period

2–2Level

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

FXN vs AMLP

YTD

First TrustFXN

+41.1%

AMLPALPS

+15.3%

+41.1%Year to date+15.3%

−13.4%Worst drop · 1Y−9.0%

24.1%Volatility · 1Y13.2%

1.8%Yield8.0%

$394MAssets$12.7B

3–1AMLP wins

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

Cost, Income and Risk

Fees: FXN, AMLP, XLF

Today

0.08%lowest, XLF

FundExpense ratioFee$10k

XLF0.08%$8

FXN0.63%$63

AMLP1.01%$101

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

Yields: FXN, AMLP, XLF

7.96%highest, AMLP

FundTrailing yieldYield$10k

AMLP7.96%$796

FXN1.83%$183

XLF1.40%$140

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

Income After Fees on $10,000

$695most kept, AMLP

AMLP$796 − $101 = $695

XLF$140 − $8 = $132

FXN$183 − $63 = $120

KeptFee

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

Overlap: FXN, AMLP, XLF

Today

0.0%most shared, FXN and AMLP

FXNAMLPXLF

FXN—0.0%0.0%

AMLP0.0%—0.0%

XLF0.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

+46.2%FXN, at 24.1% volatility

AMLPWorst drop−9.0%13.2% vol

XLFWorst drop−14.8%15.0% vol

FXNWorst drop−13.4%24.1% vol

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

Paid More vs Made More

YTD

AMLPFXN

+15.3%Year to date+41.1%

8.0%Yield1.8%

+18.8%Past year+46.2%

1.01%Fee0.63%

3–1FXN wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

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