AMLP vs DFAU
Comparison between ALERIAN MLP ETF (AMLP, ETF) and DIMENSIONAL US CORE EQUITY MARKET ETF (DFAU, ETF).
5-Year PerformanceAMLP has outperformed DFAU, delivering a return of +16.1% compared to +13.4%
AMLP vs DFAU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
AMLP
$12B
Winner
DFAU
$12B
Expense Ratio
AMLP
1.01%
Winner
DFAU
0.12%
Max Drawdown
AMLP
85.40%
Winner
DFAU
24.34%
Sharpe Ratio
AMLP
0.77
Winner
DFAU
1.71
5Y Beta
Winner
AMLP
0.42
DFAU
0.98
P/E Ratio
Winner
AMLP
13.72
DFAU
25.32
Forward P/E
Winner
AMLP
13.01
DFAU
19.47
PEG Ratio
AMLP
1.08
DFAU
N/A
5Y Dividends CAGR
AMLP
12.14%
Winner
DFAU
45.93%
5Y EPS CAGR
AMLP
10.05%
Winner
DFAU
23.91%
Debt to Equity
AMLP
N/A
DFAU
38.94%
AMLP vs DFAU - Holdings Comparison
AMLP and DFAU have 0 common holdings. Overlap is 0.00%
AMLP's top 25 holdings weight is 108.10%. DFAU's top 25 holdings weight is 43.99%.
| Rank | AMLP | DFAU |
|---|---|---|
| #1 | WESTERN MIDSTREAM PARTNERS LP (WES) - 13.77% | NVIDIA CORP (NVDA) - 6.96% |
| #2 | PLAINS ALL AMERICAN PIPELINE LP (PAA) - 13.57% | APPLE INC (AAPL) - 6.16% |
| #3 | SUNOCO LP (SUN) - 13.27% | MICROSOFT CORP (MSFT) - 5.19% |
| #4 | ENTERPRISE PRODUCTS PARTNERS LP (EPD) - 13.10% | AMAZON.COM INC (AMZN) - 3.13% |
| #5 | ENERGY TRANSFER LP (ET) - 12.98% | ALPHABET INC CLASS A (GOOGL) - 2.65% |
| #6 | MPLX LP PARTNERSHIP UNITS (MPLX) - 12.22% | META PLATFORMS INC CLASS A (META) - 2.26% |
| #7 | HESS MIDSTREAM LP CLASS A (HESM) - 9.66% | BROADCOM INC (AVGO) - 2.25% |
| #8 | CHENIERE ENERGY PARTNERS LP (CQP) - 5.15% | ALPHABET INC CLASS C (GOOG) - 2.19% |
| #9 | USA COMPRESSION PARTNERS LP (USAC) - 4.33% | TESLA INC (TSLA) - 1.90% |
| #10 | GENESIS ENERGY LP (GEL) - 3.27% | JPMORGAN CHASE & CO (JPM) - 1.31% |
| #11 | GLOBAL PARTNERS LP (GLP) - 2.42% | ELI LILLY AND CO (LLY) - 1.25% |
| #12 | SUBURBAN PROPANE PARTNERS LP (SPH) - 2.41% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.17% |
| #13 | DELEK LOGISTICS PARTNERS LP (DKL) - 1.95% | VISA INC CLASS A (V) - 0.79% |
| #14 | N/A | EXXON MOBIL CORP (XOM) - 0.74% |
| #15 | N/A | MASTERCARD INC CLASS A (MA) - 0.71% |
| #16 | N/A | JOHNSON & JOHNSON (JNJ) - 0.66% |
| #17 | N/A | WALMART INC (WMT) - 0.64% |
| #18 | N/A | ABBVIE INC (ABBV) - 0.56% |
| #19 | N/A | PROCTER & GAMBLE CO (PG) - 0.55% |
| #20 | N/A | NETFLIX INC (NFLX) - 0.52% |
| #21 | N/A | BANK OF AMERICA CORP (BAC) - 0.50% |
| #22 | N/A | THE HOME DEPOT INC (HD) - 0.50% |
| #23 | N/A | ORACLE CORP (ORCL) - 0.48% |
| #24 | N/A | COSTCO WHOLESALE CORP (COST) - 0.47% |
| #25 | N/A | MICRON TECHNOLOGY INC (MU) - 0.45% |
| Total Holdings | 13 | 2016 |
AMLP vs DFAU - Historical Returns
Returns include dividend reinvestment.
1M
AMLP
-6.96%
Winner
DFAU
+2.15%
3M
AMLP
-1.63%
Winner
DFAU
+13.61%
6M
Winner
AMLP
+12.53%
DFAU
+11.78%
1Y
AMLP
+12.69%
Winner
DFAU
+27.64%
5Y(CAGR)
Winner
AMLP
+16.14%
DFAU
+13.39%
10Y(CAGR)
AMLP
+3.70%
DFAU
N/A
Max(CAGR)
AMLP
+1.66%
Winner
DFAU
+15.47%
AMLP vs DFAU - Annual Returns (2010 - 2026)
Returns include dividend reinvestment.
| Year | AMLP | DFAU |
|---|---|---|
| 2026 | +11.08% | +10.45% |
| 2025 | +4.59% | +16.92% |
| 2024 | +22.58% | +23.99% |
| 2023 | +23.37% | +25.25% |
| 2022 | +22.03% | -17.41% |
| 2021 | +40.23% | +28.75% |
| 2020 | -35.95% | +6.48% |
| 2019 | -2.74% | N/A |
| 2018 | -19.83% | N/A |
| 2017 | -14.06% | N/A |
| 2016 | +5.64% | N/A |
| 2015 | -30.69% | N/A |
| 2014 | +0.69% | N/A |
| 2013 | +10.22% | N/A |
| 2012 | -2.98% | N/A |
| 2011 | +4.41% | N/A |
| 2010 | +7.61% | N/A |
AMLP vs DFAU Drawdown Comparison
The maximum drawdown for AMLP was -84.02%, occurring on Mar 18, 2020. Recovery took 2933 trading sessions.
The maximum drawdown for DFAU was -23.61%, occurring on Sep 30, 2022. Recovery took 488 trading sessions.
The current AMLP drawdown is -7.60%. The current DFAU drawdown is -1.09%.
| Rank | AMLP | DFAU |
|---|---|---|
| #1 | -84.02% Aug 29, 2014 - Apr 30, 2026 | -23.61% Jan 4, 2022 - Dec 13, 2023 |
| #2 | -15.06% Apr 28, 2011 - Dec 29, 2011 | -19.36% Feb 19, 2025 - Jun 27, 2025 |
| #3 | -10.79% Feb 24, 2012 - Jan 22, 2013 | -8.67% Feb 9, 2026 - Apr 14, 2026 |
| #4 | -7.71% May 19, 2026 - Jun 17, 2026 | -8.53% Jul 16, 2024 - Sep 19, 2024 |
| #5 | -6.50% Jul 15, 2013 - Apr 21, 2014 | -5.50% Mar 28, 2024 - May 15, 2024 |
| #6 | -5.06% May 22, 2013 - Jul 11, 2013 | -5.11% Oct 28, 2025 - Dec 5, 2025 |
| #7 | -4.79% Jul 1, 2014 - Aug 20, 2014 | -4.98% Nov 16, 2021 - Dec 27, 2021 |
| #8 | -4.23% Feb 28, 2011 - Apr 21, 2011 | -4.88% Dec 4, 2024 - Feb 18, 2025 |
| #9 | -2.46% Apr 30, 2026 - May 13, 2026 | -4.58% Sep 2, 2021 - Oct 19, 2021 |
| #10 | -2.36% Nov 9, 2010 - Jan 3, 2011 | -4.25% Jun 2, 2026 - Jun 10, 2026 |
| #11 | -2.20% Feb 19, 2013 - Mar 21, 2013 | -4.14% May 7, 2021 - Jun 8, 2021 |
| #12 | -1.93% May 5, 2014 - Jun 4, 2014 | -4.01% Feb 12, 2021 - Mar 11, 2021 |
| #13 | -1.80% Apr 23, 2013 - May 10, 2013 | -3.85% Jan 20, 2021 - Feb 4, 2021 |
| #14 | -1.78% Jan 14, 2011 - Jan 27, 2011 | -3.42% Jul 12, 2021 - Jul 23, 2021 |
| #15 | -1.73% Jan 5, 2012 - Jan 23, 2012 | -3.10% Oct 8, 2025 - Oct 24, 2025 |
Correlation
Correlation between AMLP and DFAU is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
0.91
-101
Dividend Comparison (2010 - 2026)
AMLP vs DFAU dividend yield comparison.
| Year | AMLP | DFAU |
|---|---|---|
| 2026 | 4.03% | 0.21% |
| 2025 | 8.36% | 0.95% |
| 2024 | 7.70% | 1.10% |
| 2023 | 7.86% | 1.29% |
| 2022 | 7.70% | 1.40% |
| 2021 | 8.55% | 1.00% |
| 2020 | 7.01% | 0.13% |
| 2019 | 1.82% | 0.00% |
| 2018 | 1.86% | 0.00% |
| 2017 | 1.59% | 0.00% |
| 2016 | 1.62% | 0.00% |
| 2015 | 1.97% | 0.00% |
| 2014 | 1.29% | 0.00% |
| 2013 | 1.20% | 0.00% |
| 2012 | 1.25% | 0.00% |
| 2011 | 1.20% | 0.00% |
| 2010 | 0.31% | 0.00% |
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