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XLE and VDE share 82.4% of their holdings.
| Side by side | XLE | AMLP | VDE |
|---|---|---|---|
| Strategy | Sectors · Energy | Sectors · Energy | Sectors · Energy |
| Expense ratio | 0.08% | 1.01% | 0.09% |
| Cost per year on $10k | $8 | $101 | $9 |
| Trailing 12-mo yield | 2.22% | 7.56% | 2.13% |
| Income per year on $10k | $222 | $756 | $213 |
| YTD | +56.7% | +21.4% | +55.3% |
| 1 year | +61.8% | +24.2% | +59.5% |
| 3 years · per year | +19.9% | +17.2% | +19.6% |
| 5 years · per year | +23.3% | +17.0% | +22.9% |
| Worst drop · 1Y | −15.0% | −8.1% | −15.0% |
| Volatility · 1Y | 22.1% | 12.7% | 22.0% |
| Holdings | 21 | 14 | 112 |
| Assets | $45.3B | $12.9B | $12.7B |
| Leverage | None | None | None |
| Since | 1998 | 2010 | 2004 |
Highlighted = best in the row. Returns include dividends.