Loading…
XLE and VOO share 3.4% of their holdings.
| Side by side | XLE | AMLP | VOO |
|---|---|---|---|
| Strategy | Sectors · Energy | Sectors · Energy | Low-Cost Core · S&P 500 |
| Expense ratio | 0.08% | 1.01% | 0.03% |
| Cost per year on $10k | $8 | $101 | $3 |
| Trailing 12-mo yield | 2.28% | 7.74% | 1.07% |
| Income per year on $10k | $228 | $774 | $107 |
| YTD | +52.1% | +18.5% | +11.5% |
| 1 year | +55.6% | +22.1% | +11.9% |
| 3 years · per year | +20.1% | +17.0% | +24.1% |
| 5 years · per year | +21.9% | +16.8% | +12.2% |
| Worst drop · 1Y | −15.0% | −8.1% | −8.9% |
| Volatility · 1Y | 22.6% | 12.9% | 12.7% |
| Holdings | 21 | 14 | 505 |
| Assets | $45.3B | $13.0B | $1.70T |
| Leverage | None | None | None |
| Since | 1998 | 2010 | 2010 |
Highlighted = best in the row. Returns include dividends.