Compare · 3 funds side by side · dividends reinvested

XLE, AMLP and XLF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$26,379XLE · best of the three

02 / 04

XLE, AMLP and XLF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.40%+44.9%+48.2%+18.0%+21.4%−15.0%23.2%$44.6B1.8

Alerian MLP ETFSectors · Energy1.01%7.96%+15.3%+18.8%+15.9%+16.3%−9.0%13.2%$12.7B1.9

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: XLE 1998 · AMLP 2010 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

State Street Energy Select Sector SPDR ETF · $44.6B$26,379

XLE

AMLP

Alerian MLP ETF · $12.7B$21,308

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

XLEMeasureAMLP

+44.9%Year to dateJan 1 → Nov 4+15.3%

+48.2%1 yearTotal return+18.8%

+18.0%3 years · per year$10,000 became $16,447 · $15,574+15.9%

+21.4%5 years · per year$10,000 became $26,379 · $21,308+16.3%

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

2.40%Trailing 12-mo yield$240 · $796 a year on $10k7.96%

−15.0%Worst dropSmaller is better−9.0%

23.2%VolatilityLower is calmer13.2%

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

5–3XLE wins

End-of-day Nov 4, 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

59.1%in top 5

AMLP

in top 561.6%

XLEStockAMLP

24.2%XOMnot top 5

18.4%CVXnot top 5

not top 5PAA13.0%

not top 5MPLX12.5%

not top 5EPD12.3%

not top 5ET12.0%

not top 5WES11.8%

7.2%COPnot top 5

4.7%MPCnot top 5

4.6%PSXnot top 5

Held in common0.0%

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

XLE vs AMLP Returns, Every Period

SPDRXLE

+21.4%

5 years, per year

AMLPALPS

+16.3%

5 years, per year

XLEAMLPFaded: behind in that period

4–0XLE wins

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

XLE vs AMLP

YTD

SPDRXLE

+44.9%

AMLPALPS

+15.3%

+44.9%Year to date+15.3%

−15.0%Worst drop · 1Y−9.0%

23.2%Volatility · 1Y13.2%

2.4%Yield8.0%

$44.6BAssets$12.7B

3–1AMLP wins

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

Cost, Income and Risk

Fees: XLE, AMLP, XLF

Today

0.08%lowest, XLE

FundExpense ratioFee$10k

XLE0.08%$8

XLF0.08%$8

AMLP1.01%$101

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

Yields: XLE, AMLP, XLF

7.96%highest, AMLP

FundTrailing yieldYield$10k

AMLP7.96%$796

XLE2.40%$240

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

XLE$240 − $8 = $232

XLF$140 − $8 = $132

KeptFee

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

Overlap: XLE, AMLP, XLF

Today

0.0%most shared, XLE and AMLP

XLEAMLPXLF

XLE—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

+48.2%XLE, at 23.2% volatility

AMLPWorst drop−9.0%13.2% vol

XLFWorst drop−14.8%15.0% vol

XLEWorst drop−15.0%23.2% vol

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

Paid More vs Made More

YTD

AMLPXLE

+15.3%Year to date+44.9%

8.0%Yield2.4%

+18.8%Past year+48.2%

1.01%Fee0.08%

3–1XLE wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

XLE vs VDE

YTD

SPDRXLE

+44.9%

VDEVanguard

+42.7%

+44.9%Year to date+42.7%

2.4%Yield2.3%

$44.6BAssets$10.4B

2–0XLE wins

End-of-day Nov 4, 2026

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