Loading…
MLPA and AMZA share 88.1% of their holdings.
| Side by side | MLPA | AMZA | DIV |
|---|---|---|---|
| Strategy | Sectors · Energy | Sectors · Energy | Income · Dividend stocks |
| Expense ratio | 0.77% | 1.72% | 0.45% |
| Cost per year on $10k | $77 | $172 | $45 |
| Trailing 12-mo yield | 7.26% | 8.03% | 6.51% |
| Income per year on $10k | $726 | $803 | $651 |
| YTD | +21.1% | +34.0% | +17.8% |
| 1 year | +23.5% | +37.0% | +19.7% |
| 3 years · per year | +15.7% | +21.9% | +14.6% |
| 5 years · per year | +16.0% | +20.9% | +5.9% |
| Worst drop · 1Y | −7.8% | −8.2% | −5.4% |
| Volatility · 1Y | 12.4% | 18.8% | 10.3% |
| Holdings | 20 | 27 | 50 |
| Assets | $2.4B | $475M | $766M |
| Leverage | None | None | None |
| Since | 2012 | 2014 | 2013 |
Highlighted = best in the row. Returns include dividends.