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 +20.4% compared to +12.8%
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
1.29
Winner
DFAU
1.48
5Y Beta
Winner
AMLP
0.38
DFAU
0.98
P/E Ratio
Winner
AMLP
15.27
DFAU
23.77
Forward P/E
Winner
AMLP
13.74
DFAU
18.88
PEG Ratio
AMLP
1.27
DFAU
N/A
5Y Dividends CAGR
AMLP
12.14%
Winner
DFAU
29.47%
5Y EPS CAGR
AMLP
9.54%
Winner
DFAU
24.83%
Debt to Equity
AMLP
N/A
DFAU
64.62%
P/S Ratio
Winner
AMLP
0.81
DFAU
2.88
P/B Ratio
Winner
AMLP
2.96
DFAU
4.55
AMLP vs DFAU - Holdings Comparison
AMLP and DFAU have 0 common holdings. Overlap is 0.00%
AMLP's top 25 holdings weight is 108.95%. DFAU's top 25 holdings weight is 43.99%.
| Rank | AMLP | DFAU |
|---|---|---|
| #1 | SUNOCO LP (SUN) - 14.42% | NVIDIA CORP (NVDA) - 6.96% |
| #2 | PLAINS ALL AMERICAN PIPELINE LP (PAA) - 13.40% | APPLE INC (AAPL) - 6.16% |
| #3 | ENERGY TRANSFER LP (ET) - 13.36% | MICROSOFT CORP (MSFT) - 5.19% |
| #4 | WESTERN MIDSTREAM PARTNERS LP (WES) - 13.20% | AMAZON.COM INC (AMZN) - 3.13% |
| #5 | ENTERPRISE PRODUCTS PARTNERS LP (EPD) - 12.83% | ALPHABET INC CLASS A (GOOGL) - 2.65% |
| #6 | MPLX LP PARTNERSHIP UNITS (MPLX) - 12.34% | META PLATFORMS INC CLASS A (META) - 2.26% |
| #7 | HESS MIDSTREAM LP CLASS A (HESM) - 9.15% | BROADCOM INC (AVGO) - 2.25% |
| #8 | CHENIERE ENERGY PARTNERS LP (CQP) - 4.56% | ALPHABET INC CLASS C (GOOG) - 2.19% |
| #9 | USA COMPRESSION PARTNERS LP (USAC) - 3.81% | TESLA INC (TSLA) - 1.90% |
| #10 | GENESIS ENERGY LP (GEL) - 2.86% | JPMORGAN CHASE & CO (JPM) - 1.31% |
| #11 | WATERBRIDGE INFRASTRUCTURE LLC ORDINARY SHARES CLASS A (WBI) - 2.74% | ELI LILLY AND CO (LLY) - 1.25% |
| #12 | GLOBAL PARTNERS LP (GLP) - 2.23% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.17% |
| #13 | SUBURBAN PROPANE PARTNERS LP (SPH) - 2.11% | VISA INC CLASS A (V) - 0.79% |
| #14 | DELEK LOGISTICS PARTNERS LP (DKL) - 1.93% | EXXON MOBIL CORP (XOM) - 0.74% |
| #15 | STATE STREET INSTL TRS PLS MMKT PREMIER (TPIXX) - 0.01% | 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 | 15 | 2016 |
AMLP vs DFAU - Historical Returns
Returns include dividend reinvestment.
1M
Winner
AMLP
+5.99%
DFAU
+2.37%
3M
Winner
AMLP
+6.26%
DFAU
+5.30%
6M
Winner
AMLP
+12.90%
DFAU
+11.53%
1Y
AMLP
+21.00%
Winner
DFAU
+23.93%
5Y(CAGR)
Winner
AMLP
+20.35%
DFAU
+12.76%
10Y(CAGR)
AMLP
+7.04%
DFAU
N/A
Max(CAGR)
AMLP
+5.94%
Winner
DFAU
+15.68%
AMLP vs DFAU - Annual Returns (2010 - 2026)
Returns include dividend reinvestment.
| Year | AMLP | DFAU |
|---|---|---|
| 2026 | +20.64% | +13.79% |
| 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 | -33.05% | +6.48% |
| 2019 | +4.07% | N/A |
| 2018 | -14.76% | N/A |
| 2017 | -8.94% | N/A |
| 2016 | +13.85% | N/A |
| 2015 | -26.27% | N/A |
| 2014 | +5.84% | N/A |
| 2013 | +15.72% | N/A |
| 2012 | +1.80% | N/A |
| 2011 | +9.78% | N/A |
| 2010 | +8.94% | N/A |
AMLP vs DFAU Drawdown Comparison
The maximum drawdown for AMLP was -77.21%, occurring on Mar 18, 2020. Recovery took 2330 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 -0.52%. The current DFAU drawdown is -0.37%.
| Rank | AMLP | DFAU |
|---|---|---|
| #1 | -77.21% Aug 29, 2014 - Dec 1, 2023 | -23.61% Jan 4, 2022 - Dec 13, 2023 |
| #2 | -14.27% Apr 2, 2025 - Jan 27, 2026 | -19.36% Feb 19, 2025 - Jun 27, 2025 |
| #3 | -12.88% Apr 28, 2011 - Nov 30, 2011 | -8.67% Feb 9, 2026 - Apr 14, 2026 |
| #4 | -9.73% Feb 24, 2012 - Oct 1, 2012 | -8.53% Jul 16, 2024 - Sep 19, 2024 |
| #5 | -8.34% Nov 29, 2024 - Jan 16, 2025 | -5.50% Mar 28, 2024 - May 15, 2024 |
| #6 | -8.11% May 19, 2026 - Jul 23, 2026 | -5.11% Oct 28, 2025 - Dec 5, 2025 |
| #7 | -7.29% Jul 22, 2024 - Nov 6, 2024 | -4.98% Nov 16, 2021 - Dec 27, 2021 |
| #8 | -6.84% Dec 1, 2023 - Jan 26, 2024 | -4.88% Dec 4, 2024 - Feb 18, 2025 |
| #9 | -6.14% Oct 17, 2012 - Jan 9, 2013 | -4.58% Sep 2, 2021 - Oct 19, 2021 |
| #10 | -5.52% Apr 3, 2024 - Jun 24, 2024 | -4.25% Jun 2, 2026 - Aug 3, 2026 |
| #11 | -5.35% Jul 15, 2013 - Dec 30, 2013 | -4.14% May 7, 2021 - Jun 8, 2021 |
| #12 | -5.25% Feb 18, 2025 - Apr 2, 2025 | -4.01% Feb 12, 2021 - Mar 11, 2021 |
| #13 | -5.06% May 22, 2013 - Jul 11, 2013 | -3.85% Jan 20, 2021 - Feb 4, 2021 |
| #14 | -5.02% Mar 26, 2026 - Apr 30, 2026 | -3.42% Jul 12, 2021 - Jul 23, 2021 |
| #15 | -4.23% Feb 28, 2011 - Apr 21, 2011 | -3.10% Oct 8, 2025 - Oct 24, 2025 |
Correlation
Correlation between AMLP and DFAU is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2010 - 2026)
AMLP vs DFAU dividend yield comparison.
| Year | AMLP | DFAU |
|---|---|---|
| 2026 | 3.71% | 0.43% |
| 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 | 12.31% | 0.13% |
| 2019 | 9.12% | 0.00% |
| 2018 | 9.29% | 0.00% |
| 2017 | 7.97% | 0.00% |
| 2016 | 8.09% | 0.00% |
| 2015 | 9.84% | 0.00% |
| 2014 | 6.45% | 0.00% |
| 2013 | 6.00% | 0.00% |
| 2012 | 6.24% | 0.00% |
| 2011 | 6.01% | 0.00% |
| 2010 | 1.54% | 0.00% |
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