Compare · 3 funds side by side · dividends reinvested

IBAT, AMLP and XLF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$20,959AMLP · best of the three

02 / 04

IBAT, 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%$12.3B1.5

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.40%+9.4%+15.3%+24.7%+10.1%−14.8%15.0%$53.8B1.9

iShares Energy Storage & Materials ETFSectors · Energy0.47%0.84%+27.5%+13.5%[…][…]−25.9%32.1%$55M2.5

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

End-of-day Nov 5, 2026 · returns include dividends · since: IBAT 2024 · AMLP 2010 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

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

IBAT

AMLP

Alerian MLP ETF · $12.3B$20,959

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

IBATMeasureAMLP

+27.5%Year to dateJan 1 → Nov 5+15.3%

+13.5%1 yearTotal return+18.8%

[…]3 years · per year$10,000 became […] · $15,574+15.9%

[…]5 years · per year$10,000 became […] · $21,308+16.3%

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

0.84%Trailing 12-mo yield$84 · $796 a year on $10k7.96%

−25.9%Worst dropSmaller is better−9.0%

32.1%VolatilityLower is calmer13.2%

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

2–4AMLP wins

End-of-day Nov 5, 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 5, 2026 · share of each fund

IBAT vs AMLP Returns, Every Period

iSharesIBAT

+13.5%

past year

AMLPALPS

+18.8%

past year

IBATAMLPFaded: behind in that period

1–1Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

IBAT vs AMLP

YTD

iSharesIBAT

+27.5%

AMLPALPS

+15.3%

+27.5%Year to date+15.3%

−25.9%Worst drop · 1Y−9.0%

32.1%Volatility · 1Y13.2%

0.8%Yield8.0%

$55.2MAssets$12.3B

3–1AMLP wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IBAT, AMLP, XLF

Today

0.08%lowest, XLF

FundExpense ratioFee$10k

XLF0.08%$8

IBAT0.47%$47

AMLP1.01%$101

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: IBAT, AMLP, XLF

7.96%highest, AMLP

FundTrailing yieldYield$10k

AMLP7.96%$796

XLF1.40%$140

IBAT0.84%$84

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$695most kept, AMLP

AMLP$796 − $101 = $695

XLF$140 − $8 = $132

IBAT$84 − $47 = $37

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: IBAT, AMLP, XLF

Today

0.0%most shared, IBAT and AMLP

IBATAMLPXLF

IBAT—0.0%0.0%

AMLP0.0%—0.0%

XLF0.0%0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+18.8%AMLP, at 13.2% volatility

AMLPWorst drop−9.0%13.2% vol

XLFWorst drop−14.8%15.0% vol

IBATWorst drop−25.9%32.1% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

AMLPIBAT

+15.3%Year to date+27.5%

8.0%Yield0.8%

+18.8%Past year+13.5%

1.01%Fee0.47%

2–2level

End-of-day Nov 5, 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%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 5, 2026