Compare · 3 funds side by side · dividends reinvested

IEO, AMLP and XLF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$24,009IEO · best of the three

02 / 04

IEO, 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%$12.7B1.8

iShares U.S. Oil & Gas Exploration & Production ETFSectors · Energy0.37%1.63%+52.1%+51.7%+14.6%+19.1%−16.3%28.2%$887M2.0

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.40%+9.4%+15.3%+24.7%+10.1%−14.8%15.0%$54.2B2.3

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

End-of-day Nov 4, 2026 · returns include dividends · since: IEO 2006 · AMLP 2010 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

iShares U.S. Oil & Gas Exploration & Production ETF · $887M$24,009

IEO

AMLP

Alerian MLP ETF · $12.7B$21,308

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

IEOMeasureAMLP

+52.1%Year to dateJan 1 → Nov 4+15.3%

+51.7%1 yearTotal return+18.8%

+14.6%3 years · per year$10,000 became $15,068 · $15,574+15.9%

+19.1%5 years · per year$10,000 became $24,009 · $21,308+16.3%

0.37%Expense ratio$37 · $101 a year on $10k · lower is better1.01%

1.63%Trailing 12-mo yield$163 · $796 a year on $10k7.96%

−16.3%Worst dropSmaller is better−9.0%

28.2%VolatilityLower is calmer13.2%

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

4–4Level

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

More Ways to See the Pairs

IEO vs AMLP: Top 5 Holdings

Today

IEO

51.4%in top 5

AMLP

in top 561.6%

IEOStockAMLP

18.3%COPnot top 5

not top 5PAA13.0%

not top 5MPLX12.5%

12.4%MPCnot top 5

not top 5EPD12.3%

not top 5ET12.0%

not top 5WES11.8%

11.4%VLOnot top 5

4.7%EOGnot top 5

4.6%PSXnot top 5

Held in common0.0%

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

IEO vs AMLP Returns, Every Period

iSharesIEO

+19.1%

5 years, per year

AMLPALPS

+16.3%

5 years, per year

IEOAMLPFaded: behind in that period

3–1IEO wins

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

IEO vs AMLP

YTD

iSharesIEO

+52.1%

AMLPALPS

+15.3%

+52.1%Year to date+15.3%

−16.3%Worst drop · 1Y−9.0%

28.2%Volatility · 1Y13.2%

1.6%Yield8.0%

$887MAssets$12.7B

3–1AMLP wins

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

Cost, Income and Risk

Fees: IEO, AMLP, XLF

Today

0.08%lowest, XLF

FundExpense ratioFee$10k

XLF0.08%$8

IEO0.37%$37

AMLP1.01%$101

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

Yields: IEO, AMLP, XLF

7.96%highest, AMLP

FundTrailing yieldYield$10k

AMLP7.96%$796

IEO1.63%$163

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

IEO$163 − $37 = $126

KeptFee

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

Overlap: IEO, AMLP, XLF

Today

0.0%most shared, IEO and AMLP

IEOAMLPXLF

IEO—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

+51.7%IEO, at 28.2% volatility

AMLPWorst drop−9.0%13.2% vol

XLFWorst drop−14.8%15.0% vol

IEOWorst drop−16.3%28.2% vol

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

Paid More vs Made More

YTD

AMLPIEO

+15.3%Year to date+52.1%

8.0%Yield1.6%

+18.8%Past year+51.7%

1.01%Fee0.37%

3–1IEO 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