Compare · 4 funds side by side · dividends reinvested

PWER, AMLP, XLF and XLE

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$25,271XLE · best of the four

02 / 04

PWER, AMLP, XLF and XLE, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.46%+41.3%+44.3%+15.9%+20.4%−15.0%23.3%$40.5B2.0

Alerian MLP ETFSectors · Energy1.01%8.03%+14.2%+16.6%+13.9%+16.1%−11.0%13.4%$12.1B2.3

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.42%+7.2%+12.4%+22.2%+9.4%−14.8%15.3%$53.4B2.6

Nomura Energy Transition ETFSectors · Energy0.79%1.13%+24.4%+33.2%[…][…]−13.7%22.3%$12M2.7

Rank among the four1st → 4thFee, 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: PWER 2023 · AMLP 2010 · XLF 1998 · XLE 1998

Head to Head

Swap sides Versus in desk

Head to Head

Alerian MLP ETF · $12.1B$21,130

AMLP

PWER

Nomura Energy Transition ETF · $12M[…]

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

AMLPMeasurePWER

+14.2%Year to dateJan 1 → Nov 9+24.4%

+16.6%1 yearTotal return+33.2%

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

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

1.01%Expense ratio$101 · $79 a year on $10k · lower is better0.79%

8.03%Trailing 12-mo yield$803 · $113 a year on $10k1.13%

−11.0%Worst dropSmaller is better−13.7%

13.4%VolatilityLower is calmer22.3%

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

3–3Level

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

AMLP vs PWER: Top 5 Holdings

Today

AMLP

62.2%in top 5

PWER

in top 520.3%

AMLPStockPWER

13.0%EPDnot top 5

12.9%MPLXnot top 5

12.8%PAAnot top 5

12.0%ETnot top 5

11.4%WESnot top 5

not top 5EOG4.6%

not top 5CEG4.1%

not top 5XEL4.0%

not top 5LNT4.0%

not top 5AEP3.6%

Held in common0.0%

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

AMLP vs PWER Returns, Every Period

ALPSAMLP

+16.6%

past year

PWERNomura

+33.2%

past year

AMLPPWERFaded: behind in that period

0–2PWER wins

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

AMLP vs XLE

YTD

ALPSAMLP

+14.2%

XLESPDR

+41.3%

+14.2%Year to date+41.3%

−11.0%Worst drop · 1Y−15.0%

13.4%Volatility · 1Y23.3%

8.0%Yield2.5%

$12.1BAssets$40.5B

3–1AMLP wins

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

Cost, Income and Risk

Fees: PWER, AMLP, XLF, XLE

Today

0.08%lowest, XLF

FundExpense ratioFee$10k

XLF0.08%$8

XLE0.08%$8

PWER0.79%$79

AMLP1.01%$101

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

Yields: PWER, AMLP, XLF, XLE

8.03%highest, AMLP

FundTrailing yieldYield$10k

AMLP8.03%$803

XLE2.46%$246

XLF1.42%$142

PWER1.13%$113

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

Income After Fees on $10,000

$702most kept, AMLP

AMLP$803 − $101 = $702

XLE$246 − $8 = $238

XLF$142 − $8 = $134

PWER$113 − $79 = $34

KeptFee

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

Overlap: PWER, AMLP, XLF, XLE

Today

15.6%most shared, PWER and XLE

PWERAMLPXLFXLE

PWER—0.0%0.0%15.6%

AMLP0.0%—0.0%0.0%

XLF0.0%0.0%—0.0%

XLE15.6%0.0%0.0%—

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

Return vs Bumpiness: 4 ETFs

+44.3%XLE, at 23.3% volatility

AMLPWorst drop−11.0%13.4% vol

XLFWorst drop−14.8%15.3% vol

PWERWorst drop−13.7%22.3% vol

XLEWorst drop−15.0%23.3% vol

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

Paid More vs Made More

YTD

AMLPXLE

+14.2%Year to date+41.3%

8.0%Yield2.5%

+16.6%Past year+44.3%

1.01%Fee0.08%

3–1XLE wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

XLE vs VDE

YTD

SPDRXLE

+41.3%

VDEVanguard

+39.4%

+41.3%Year to date+39.4%

2.5%Yield2.4%

$40.5BAssets$10.4B

2–0XLE wins

End-of-day Nov 9, 2026

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