AMLP vs DFAX
Comparison between ALERIAN MLP ETF (AMLP, ETF) and DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF (DFAX, ETF).
5-Year PerformanceAMLP has outperformed DFAX, delivering a return of +16.1% compared to +10.4%
AMLP vs DFAX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
AMLP
$12B
DFAX
$12B
Expense Ratio
AMLP
1.01%
Winner
DFAX
0.28%
Max Drawdown
AMLP
85.40%
Winner
DFAX
30.88%
Sharpe Ratio
AMLP
0.77
Winner
DFAX
1.76
5Y Beta
Winner
AMLP
0.42
DFAX
0.72
P/E Ratio
AMLP
13.72
DFAX
N/A
Forward P/E
AMLP
13.01
DFAX
N/A
PEG Ratio
AMLP
1.08
DFAX
N/A
5Y Dividends CAGR
AMLP
12.14%
DFAX
N/A
5Y EPS CAGR
AMLP
10.05%
DFAX
N/A
AMLP vs DFAX - Holdings Comparison
AMLP and DFAX have 0 common holdings. Overlap is 0.00%
AMLP's top 25 holdings weight is 108.10%. DFAX's top 25 holdings weight is 5.90%.
| Rank | AMLP | DFAX |
|---|---|---|
| #1 | WESTERN MIDSTREAM PARTNERS LP (WES) - 13.77% | n/a (TSM) - 0.85% |
| #2 | PLAINS ALL AMERICAN PIPELINE LP (PAA) - 13.57% | NOVARTIS AG ADR (NVS) - 0.60% |
| #3 | SUNOCO LP (SUN) - 13.27% | n/a (SHEL) - 0.57% |
| #4 | ENTERPRISE PRODUCTS PARTNERS LP (EPD) - 13.10% | ASML HOLDING NV ADR (ASML) - 0.43% |
| #5 | ENERGY TRANSFER LP (ET) - 12.98% | BP PLC ADR (BP) - 0.27% |
| #6 | MPLX LP PARTNERSHIP UNITS (MPLX) - 12.22% | HSBC HOLDINGS PLC ADR (HSBC) - 0.23% |
| #7 | HESS MIDSTREAM LP CLASS A (HESM) - 9.66% | ASTRAZENECA PLC ADR (AZN) - 0.23% |
| #8 | CHENIERE ENERGY PARTNERS LP (CQP) - 5.15% | SUNCOR ENERGY INC (SU) - 0.22% |
| #9 | USA COMPRESSION PARTNERS LP (USAC) - 4.33% | ROYAL BANK OF CANADA (RY) - 0.21% |
| #10 | GENESIS ENERGY LP (GEL) - 3.27% | UNILEVER PLC ADR (UL) - 0.20% |
| #11 | GLOBAL PARTNERS LP (GLP) - 2.42% | CANADIAN NATURAL RESOURCES LTD (CNQ) - 0.19% |
| #12 | SUBURBAN PROPANE PARTNERS LP (SPH) - 2.41% | AGNICO EAGLE MINES LTD (AEM) - 0.17% |
| #13 | DELEK LOGISTICS PARTNERS LP (DKL) - 1.95% | THE TORONTO-DOMINION BANK (TD) - 0.17% |
| #14 | N/A | BHP GROUP LTD ADR (BHP) - 0.15% |
| #15 | N/A | ICICI BANK LTD ADR (IBN) - 0.15% |
| #16 | N/A | n/a (CLS) - 0.14% |
| #17 | N/A | BANCO BILBAO VIZCAYA ARGENTARIA SA ADR (BBVA) - 0.14% |
| #18 | N/A | ALCON INC (ALC) - 0.14% |
| #19 | N/A | RIO TINTO PLC ADR (RIO) - 0.14% |
| #20 | N/A | CENOVUS ENERGY INC (CVE) - 0.13% |
| #21 | N/A | TC ENERGY CORP (TRP) - 0.12% |
| #22 | N/A | YUM CHINA HOLDINGS INC (YUMC) - 0.12% |
| #23 | N/A | NUTRIEN LTD (NTR) - 0.11% |
| #24 | N/A | SUN LIFE FINANCIAL INC (SLF) - 0.11% |
| #25 | N/A | GSK PLC ADR (GSK) - 0.11% |
| Total Holdings | 13 | 52 |
AMLP vs DFAX - Historical Returns
Returns include dividend reinvestment.
1M
AMLP
-6.96%
Winner
DFAX
+3.21%
3M
AMLP
-1.63%
Winner
DFAX
+11.68%
6M
AMLP
+12.53%
Winner
DFAX
+18.25%
1Y
AMLP
+12.69%
Winner
DFAX
+34.95%
5Y(CAGR)
Winner
AMLP
+16.14%
DFAX
+10.37%
10Y(CAGR)
AMLP
+3.70%
DFAX
N/A
Max(CAGR)
AMLP
+1.66%
Winner
DFAX
+10.37%
AMLP vs DFAX - Annual Returns (2010 - 2026)
Returns include dividend reinvestment.
| Year | AMLP | DFAX |
|---|---|---|
| 2026 | +11.08% | +14.47% |
| 2025 | +4.59% | +35.62% |
| 2024 | +22.58% | +5.82% |
| 2023 | +23.37% | +15.89% |
| 2022 | +22.03% | -14.97% |
| 2021 | +40.23% | -2.69% |
| 2020 | -35.95% | N/A |
| 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 DFAX Drawdown Comparison
The maximum drawdown for AMLP was -84.02%, occurring on Mar 18, 2020. Recovery took 2933 trading sessions.
The maximum drawdown for DFAX was -28.13%, occurring on Oct 12, 2022. Recovery took 624 trading sessions.
The current AMLP drawdown is -7.60%. The current DFAX drawdown is -0.24%.
| Rank | AMLP | DFAX |
|---|---|---|
| #1 | -84.02% Aug 29, 2014 - Apr 30, 2026 | -28.13% Sep 13, 2021 - Mar 7, 2024 |
| #2 | -15.06% Apr 28, 2011 - Dec 29, 2011 | -13.89% Mar 19, 2025 - May 2, 2025 |
| #3 | -10.79% Feb 24, 2012 - Jan 22, 2013 | -11.11% Feb 25, 2026 - May 6, 2026 |
| #4 | -7.71% May 19, 2026 - Jun 17, 2026 | -9.41% Sep 26, 2024 - Mar 17, 2025 |
| #5 | -6.50% Jul 15, 2013 - Apr 21, 2014 | -7.96% Jul 12, 2024 - Aug 23, 2024 |
| #6 | -5.06% May 22, 2013 - Jul 11, 2013 | -5.10% Jun 2, 2026 - Jun 10, 2026 |
| #7 | -4.79% Jul 1, 2014 - Aug 20, 2014 | -4.58% Nov 12, 2025 - Dec 10, 2025 |
| #8 | -4.23% Feb 28, 2011 - Apr 21, 2011 | -4.21% Apr 9, 2024 - May 6, 2024 |
| #9 | -2.46% Apr 30, 2026 - May 13, 2026 | -3.83% Aug 23, 2024 - Sep 19, 2024 |
| #10 | -2.36% Nov 9, 2010 - Jan 3, 2011 | -3.45% May 11, 2026 - May 26, 2026 |
| #11 | -2.20% Feb 19, 2013 - Mar 21, 2013 | -3.40% Jul 23, 2025 - Aug 12, 2025 |
| #12 | -1.93% May 5, 2014 - Jun 4, 2014 | -3.37% Oct 6, 2025 - Oct 24, 2025 |
| #13 | -1.80% Apr 23, 2013 - May 10, 2013 | -3.19% May 17, 2024 - Jul 11, 2024 |
| #14 | -1.78% Jan 14, 2011 - Jan 27, 2011 | -2.48% Jun 12, 2025 - Jun 26, 2025 |
| #15 | -1.73% Jan 5, 2012 - Jan 23, 2012 | -2.21% Oct 27, 2025 - Nov 11, 2025 |
Correlation
Correlation between AMLP and DFAX is 0.83 which considered as a strong positive correlation - the stocks tend to move together.
0.83
-101
Dividend Comparison (2010 - 2026)
AMLP vs DFAX dividend yield comparison.
| Year | AMLP | DFAX |
|---|---|---|
| 2026 | 4.03% | 0.15% |
| 2025 | 8.36% | 2.58% |
| 2024 | 7.70% | 2.98% |
| 2023 | 7.86% | 3.01% |
| 2022 | 7.70% | 3.30% |
| 2021 | 8.55% | 1.40% |
| 2020 | 7.01% | 0.00% |
| 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% |
Select Stocks to Compare
Popular: AMLP vs SPYDFAX vs SPY
More Comparisons
Compare with similar stocks