Compare · 3 funds side by side · dividends reinvested

IBAT, AMLP and XLV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$21,130AMLP · best of the three

02 / 04

IBAT, AMLP and XLV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Health Care Select Sector SPDR ETFSectors · Health care0.08%1.35%+23.2%+31.2%+16.0%+8.9%−10.5%16.9%$49.7B1.4

Alerian MLP ETFSectors · Energy1.01%8.03%+14.2%+16.6%+13.9%+16.1%−11.0%13.4%$12.1B1.9

iShares Energy Storage & Materials ETFSectors · Energy0.47%0.89%+19.8%+8.4%[…][…]−30.7%33.4%$51M2.7

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

End-of-day Nov 9, 2026 · returns include dividends · since: IBAT 2024 · AMLP 2010 · XLV 1998

Head to Head

Swap sides Versus in desk

Head to Head

iShares Energy Storage & Materials ETF · $51M[…]

IBAT

AMLP

Alerian MLP ETF · $12.1B$21,130

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

IBATMeasureAMLP

+19.8%Year to dateJan 1 → Nov 9+14.2%

+8.4%1 yearTotal return+16.6%

[…]3 years · per year$10,000 became […] · $14,790+13.9%

[…]5 years · per year$10,000 became […] · $21,130+16.1%

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

0.89%Trailing 12-mo yield$89 · $803 a year on $10k8.03%

−30.7%Worst dropSmaller is better−11.0%

33.4%VolatilityLower is calmer13.4%

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

2–4AMLP wins

End-of-day Nov 9, 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

35.0%in top 5

AMLP

in top 562.2%

IBATStockAMLP

not top 5EPD13.0%

not top 5MPLX12.9%

not top 5PAA12.8%

not top 5ET12.0%

not top 5WES11.4%

8.0%AI.PAnot top 5

7.7%APDnot top 5

7.3%BAS.DEnot top 5

6.6%BEnot top 5

5.3%6762.Tnot top 5

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

IBAT vs AMLP Returns, Every Period

iSharesIBAT

+8.4%

past year

AMLPALPS

+16.6%

past year

IBATAMLPFaded: behind in that period

1–1Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

IBAT vs AMLP

YTD

iSharesIBAT

+19.8%

AMLPALPS

+14.2%

+19.8%Year to date+14.2%

−30.7%Worst drop · 1Y−11.0%

33.4%Volatility · 1Y13.4%

0.9%Yield8.0%

$50.5MAssets$12.1B

3–1AMLP wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IBAT, AMLP, XLV

Today

0.08%lowest, XLV

FundExpense ratioFee$10k

XLV0.08%$8

IBAT0.47%$47

AMLP1.01%$101

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: IBAT, AMLP, XLV

8.03%highest, AMLP

FundTrailing yieldYield$10k

AMLP8.03%$803

XLV1.35%$135

IBAT0.89%$89

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$702most kept, AMLP

AMLP$803 − $101 = $702

XLV$135 − $8 = $127

IBAT$89 − $47 = $42

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: IBAT, AMLP, XLV

Today

0.0%most shared, IBAT and AMLP

IBATAMLPXLV

IBAT—0.0%0.0%

AMLP0.0%—0.0%

XLV0.0%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+31.2%XLV, at 16.9% volatility

AMLPWorst drop−11.0%13.4% vol

XLVWorst drop−10.5%16.9% vol

IBATWorst drop−30.7%33.4% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

AMLPXLV

+14.2%Year to date+23.2%

8.0%Yield1.4%

+16.6%Past year+31.2%

1.01%Fee0.08%

3–1XLV wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026