Compare · 4 funds side by side · dividends reinvested

IGV, AMLP, SMH and XLE

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$34,950SMH · best of the four

02 / 04

IGV, AMLP, SMH and XLE, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.47%+40.6%+45.0%+16.8%+20.7%−15.0%23.3%$40.5B1.6

VanEck Semiconductor ETFThematic · AI & semis0.35%0.24%+28.8%+29.5%+48.9%+28.4%−33.1%42.9%$60.7B2.3

Alerian MLP ETFSectors · Energy1.01%8.10%+13.2%+15.8%+14.8%+16.4%−11.0%13.4%$12.1B2.4

iShares Expanded Tech-Software Sector ETFThematic · Disruptive tech0.38%0.02%−6.4%−11.5%+13.3%+2.4%−33.2%32.9%$12.4B3.8

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: IGV 2001 · AMLP 2010 · SMH 2011 · XLE 1998

Head to Head

Swap sides Versus in desk

Head to Head

State Street Energy Select Sector SPDR ETF · $40.5B$25,568

XLE

AMLP

Alerian MLP ETF · $12.1B$21,370

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

XLEMeasureAMLP

+40.6%Year to dateJan 1 → Nov 6+13.2%

+45.0%1 yearTotal return+15.8%

+16.8%3 years · per year$10,000 became $15,939 · $15,119+14.8%

+20.7%5 years · per year$10,000 became $25,568 · $21,370+16.4%

0.08%Expense ratio$8 · $101 a year on $10k · lower is better1.01%

2.47%Trailing 12-mo yield$247 · $810 a year on $10k8.10%

−15.0%Worst dropSmaller is better−11.0%

23.3%VolatilityLower is calmer13.4%

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

5–3XLE wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

XLE vs AMLP: Top 5 Holdings

Today

XLE

59.5%in top 5

AMLP

in top 562.7%

XLEStockAMLP

24.4%XOMnot top 5

18.8%CVXnot top 5

not top 5PAA13.2%

not top 5MPLX13.1%

not top 5EPD12.8%

not top 5ET12.2%

not top 5WES11.4%

7.3%COPnot top 5

4.5%PSXnot top 5

4.5%MPCnot top 5

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

XLE vs AMLP Returns, Every Period

SPDRXLE

+20.7%

5 years, per year

AMLPALPS

+16.4%

5 years, per year

XLEAMLPFaded: behind in that period

4–0XLE wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

XLE vs AMLP

YTD

SPDRXLE

+40.6%

AMLPALPS

+13.2%

+40.6%Year to date+13.2%

−15.0%Worst drop · 1Y−11.0%

23.3%Volatility · 1Y13.4%

2.5%Yield8.1%

$40.5BAssets$12.1B

3–1AMLP wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IGV, AMLP, SMH, XLE

Today

0.08%lowest, XLE

FundExpense ratioFee$10k

XLE0.08%$8

SMH0.35%$35

IGV0.38%$38

AMLP1.01%$101

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: IGV, AMLP, SMH, XLE

8.10%highest, AMLP

FundTrailing yieldYield$10k

AMLP8.10%$810

XLE2.47%$247

SMH0.24%$24

IGV0.02%$2

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$709most kept, AMLP

AMLP$810 − $101 = $709

XLE$247 − $8 = $239

SMH$24 − $35 = −$11

IGV$2 − $38 = −$36

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: IGV, AMLP, SMH, XLE

Today

4.9%most shared, IGV and SMH

IGVAMLPSMHXLE

IGV—0.0%4.9%0.0%

AMLP0.0%—0.0%0.0%

SMH4.9%0.0%—0.0%

XLE0.0%0.0%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+45.0%XLE, at 23.3% volatility

AMLPWorst drop−11.0%13.4% vol

XLEWorst drop−15.0%23.3% vol

IGVWorst drop−33.2%32.9% vol

SMHWorst drop−33.1%42.9% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

AMLPXLE

+13.2%Year to date+40.6%

8.1%Yield2.5%

+15.8%Past year+45.0%

1.01%Fee0.08%

3–1XLE wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

SOXX vs SMH

YTD

iSharesSOXX

+36.2%

SMHVanEck

+28.8%

+36.2%Year to date+28.8%

0.33% · $33Fee · on $10k a year0.35% · $35

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 6, 2026

XLE vs VDE

YTD

SPDRXLE

+40.6%

VDEVanguard

+38.6%

+40.6%Year to date+38.6%

2.5%Yield2.4%

$40.5BAssets$10.4B

2–0XLE wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026