Compare · 2 funds side by side · dividends reinvested

IBAT and AMLP

IBATiShares×AMLPALPS×

Versus in desk

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

02 / 04

IBAT and AMLP, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Alerian MLP ETFSectors · Energy1.01%7.74%+18.5%+22.1%+17.0%+16.8%−8.1%12.9%$12.7B1.3

iShares Energy Storage & Materials ETFSectors · Energy0.47%0.84%+26.4%+13.6%[…][…]−25.9%32.1%$55M1.7

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: IBAT 2024 · AMLP 2010

Head to Head

Swap sides Versus in desk

Head to Head

iShares Energy Storage & Materials ETF · $55M[…]

IBAT

AMLP

Alerian MLP ETF · $12.7B$21,308

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

IBATMeasureAMLP

+26.4%Year to dateJan 1 → Nov 4+18.5%

+13.6%1 yearTotal return+22.1%

[…]3 years · per year$10,000 became […] · $16,017+17.0%

[…]5 years · per year$10,000 became […] · $21,772+16.8%

0.47%Expense ratio$47 · $101 a year on $10k · lower is better1.01%

0.84%Trailing 12-mo yield$84 · $774 a year on $10k7.74%

−25.9%Worst dropSmaller is better−8.1%

32.1%VolatilityLower is calmer12.9%

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

2–4AMLP wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IBAT vs AMLP: Top 5 Holdings

Today

IBAT

34.3%in top 5

AMLP

in top 561.6%

IBATStockAMLP

not top 5PAA13.0%

not top 5MPLX12.5%

not top 5EPD12.3%

not top 5ET12.0%

not top 5WES11.8%

7.5%BEnot top 5

7.2%APDnot top 5

7.2%AI.PAnot top 5

6.5%BAS.DEnot top 5

5.8%6762.Tnot top 5

Held in common0.0%

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

IBAT vs AMLP Returns, Every Period

iSharesIBAT

+13.6%

past year

AMLPALPS

+22.1%

past year

IBATAMLPFaded: behind in that period

1–1Level

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

IBAT vs AMLP

YTD

iSharesIBAT

+26.4%

AMLPALPS

+18.5%

+26.4%Year to date+18.5%

−25.9%Worst drop · 1Y−8.1%

32.1%Volatility · 1Y12.9%

0.8%Yield7.7%

$55.0MAssets$12.7B

3–1AMLP wins

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

Cost, Income and Risk

Fees: IBAT, AMLP

Today

0.47%lowest, IBAT

FundExpense ratioFee$10k

IBAT0.47%$47

AMLP1.01%$101

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

Yields: IBAT, AMLP

7.74%highest, AMLP

FundTrailing yieldYield$10k

AMLP7.74%$774

IBAT0.84%$84

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

Income After Fees on $10,000

$673most kept, AMLP

AMLP$774 − $101 = $673

IBAT$84 − $47 = $37

KeptFee

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

Overlap: IBAT, AMLP

Today

0.0%most shared, IBAT and AMLP

IBATAMLP

IBAT—0.0%

AMLP0.0%—

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

Return vs Bumpiness: 2 ETFs

+22.1%AMLP, at 12.9% volatility

AMLPWorst drop−8.1%12.9% vol

IBATWorst drop−25.9%32.1% vol

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

Paid More vs Made More

YTD

AMLPIBAT

+18.5%Year to date+26.4%

7.7%Yield0.8%

+22.1%Past year+13.6%

1.01%Fee0.47%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 4, 2026

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 4, 2026