AMLP vs ESGV

Comparison between ALERIAN MLP ETF (AMLP, ETF) and VANGUARD ESG U.S. STOCK ETF ETF SHARES (ESGV, ETF).

5-Year PerformanceAMLP has outperformed ESGV, delivering a return of +18.8% compared to +13.0%

AMLP vs ESGV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AMLP(ETF)	ESGV(ETF)
Net Assets	$13B	$13B
Expense Ratio	1.01%	0.09%
Max Drawdown	85.40%	33.86%
Sharpe Ratio	1.39	1.79
5Y Beta	0.45	1.05
P/E Ratio	15.91	28.53
Forward P/E	12.46	20.49
PEG Ratio	-0.30	N/A
5Y Dividends CAGR	5.17%	12.06%
5Y EPS CAGR	8.69%	25.36%
Debt to Equity	N/A	13.45%
P/S Ratio	0.76	3.41
P/B Ratio	2.83	5.22

Net Assets

Winner

AMLP

$13B

ESGV

$13B

Expense Ratio

AMLP

1.01%

Winner

ESGV

0.09%

Max Drawdown

AMLP

85.40%

Winner

ESGV

33.86%

Sharpe Ratio

AMLP

1.39

Winner

ESGV

1.79

5Y Beta

Winner

AMLP

0.45

ESGV

1.05

P/E Ratio

Winner

AMLP

15.91

ESGV

28.53

Forward P/E

Winner

AMLP

12.46

ESGV

20.49

PEG Ratio

AMLP

-0.30

ESGV

N/A

5Y Dividends CAGR

AMLP

5.17%

Winner

ESGV

12.06%

5Y EPS CAGR

AMLP

8.69%

Winner

ESGV

25.36%

Debt to Equity

AMLP

N/A

ESGV

13.45%

P/S Ratio

Winner

AMLP

0.76

ESGV

3.41

P/B Ratio

Winner

AMLP

2.83

ESGV

5.22

AMLP vs ESGV - Holdings Comparison

AMLP and ESGV have 0 common holdings. Overlap is 0.00%

AMLP's top 25 holdings weight is 106.79%. ESGV's top 25 holdings weight is 53.72%.

Rank	AMLP	ESGV
#1	ENERGY TRANSFER LP (ET) - 13.53%	NVIDIA CORP (NVDA) - 7.68%
#2	SUNOCO LP (SUN) - 13.46%	APPLE INC (AAPL) - 7.53%
#3	PLAINS ALL AMERICAN PIPELINE LP (PAA) - 13.21%	MICROSOFT CORP (MSFT) - 6.76%
#4	ENTERPRISE PRODUCTS PARTNERS LP (EPD) - 12.97%	AMAZON.COM INC (AMZN) - 4.15%
#5	WESTERN MIDSTREAM PARTNERS LP (WES) - 12.82%	BROADCOM INC (AVGO) - 3.45%
#6	MPLX LP PARTNERSHIP UNITS (MPLX) - 12.05%	ALPHABET INC CLASS A (GOOGL) - 3.42%
#7	HESS MIDSTREAM LP CLASS A (HESM) - 9.50%	ALPHABET INC CLASS C (GOOG) - 2.83%
#8	CHENIERE ENERGY PARTNERS LP (CQP) - 4.96%	META PLATFORMS INC CLASS A (META) - 2.62%
#9	USA COMPRESSION PARTNERS LP (USAC) - 4.20%	TESLA INC (TSLA) - 2.24%
#10	GENESIS ENERGY LP (GEL) - 3.44%	JPMORGAN CHASE & CO (JPM) - 1.61%
#11	SUBURBAN PROPANE PARTNERS LP (SPH) - 2.38%	ELI LILLY AND CO (LLY) - 1.60%
#12	GLOBAL PARTNERS LP (GLP) - 2.36%	VISA INC CLASS A (V) - 1.06%
#13	DELEK LOGISTICS PARTNERS LP (DKL) - 1.90%	NETFLIX INC (NFLX) - 0.85%
#14	STATE STREET INSTL TRS PLS MMKT PREMIER (TPIXX) - 0.01%	MASTERCARD INC CLASS A (MA) - 0.83%
#15	N/A	ABBVIE INC (ABBV) - 0.75%
#16	N/A	COSTCO WHOLESALE CORP (COST) - 0.75%
#17	N/A	n/a (PLTR) - 0.68%
#18	N/A	BANK OF AMERICA CORP (BAC) - 0.67%
#19	N/A	THE HOME DEPOT INC (HD) - 0.66%
#20	N/A	PROCTER & GAMBLE CO (PG) - 0.65%
#21	N/A	ADVANCED MICRO DEVICES INC (AMD) - 0.65%
#22	N/A	ORACLE CORP (ORCL) - 0.62%
#23	N/A	CISCO SYSTEMS INC (CSCO) - 0.57%
#24	N/A	UNITEDHEALTH GROUP INC (UNH) - 0.56%
#25	N/A	COCA-COLA CO (KO) - 0.53%
Total Holdings	14	1273

AMLP vs ESGV - Historical Returns

Returns include dividend reinvestment.

Period	AMLP	ESGV
1 month	+3.86%	+8.71%
3 months	+7.56%	+9.77%
6 months	+19.32%	+7.60%
1 year	+19.74%	+27.11%
5 years(CAGR)	+18.81%	+12.97%
10 years(CAGR)	+7.40%	N/A
Max(CAGR)	+5.78%	+14.49%

AMLP

+3.86%

Winner

ESGV

+8.71%

AMLP

+7.56%

Winner

ESGV

+9.77%

Winner

AMLP

+19.32%

ESGV

+7.60%

AMLP

+19.74%

Winner

ESGV

+27.11%

5Y(CAGR)

Winner

AMLP

+18.81%

ESGV

+12.97%

10Y(CAGR)

AMLP

+7.40%

ESGV

N/A

Max(CAGR)

AMLP

+5.78%

Winner

ESGV

+14.49%

AMLP vs ESGV - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	AMLP	ESGV
2026	+16.28%	+7.50%
2025	+4.59%	+16.78%
2024	+22.58%	+25.78%
2023	+23.37%	+31.30%
2022	+22.03%	-24.39%
2021	+40.23%	+28.15%
2020	-33.05%	+24.59%
2019	+4.07%	+33.24%
2018	-14.76%	-14.58%
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 ESGV Drawdown Comparison

The maximum drawdown for AMLP was -77.21%, occurring on Mar 18, 2020. Recovery took 2330 trading sessions.

The maximum drawdown for ESGV was -33.67%, occurring on Mar 23, 2020. Recovery took 107 trading sessions.

The current AMLP drawdown is -0.09%. The current ESGV drawdown is -0.38%.

Rank	AMLP	ESGV
#1	-77.21% Aug 29, 2014 - Dec 1, 2023	-33.67% Feb 19, 2020 - Jul 22, 2020
#2	-14.27% Apr 2, 2025 - Jan 27, 2026	-28.81% Dec 27, 2021 - Jan 19, 2024
#3	-12.88% Apr 28, 2011 - Nov 30, 2011	-20.41% Feb 19, 2025 - Jun 27, 2025
#4	-9.73% Feb 24, 2012 - Oct 1, 2012	-19.89% Sep 20, 2018 - Apr 8, 2019
#5	-8.34% Nov 29, 2024 - Jan 16, 2025	-11.60% Jan 12, 2026 - Apr 17, 2026
#6	-7.29% Jul 22, 2024 - Nov 6, 2024	-9.63% Sep 2, 2020 - Nov 11, 2020
#7	-6.84% Dec 1, 2023 - Jan 26, 2024	-9.31% Jul 16, 2024 - Sep 19, 2024
#8	-6.14% Oct 17, 2012 - Jan 9, 2013	-7.03% May 3, 2019 - Jun 20, 2019
#9	-5.52% Apr 3, 2024 - Jun 24, 2024	-6.38% Mar 28, 2024 - May 15, 2024
#10	-5.35% Jul 15, 2013 - Dec 30, 2013	-6.26% Jul 26, 2019 - Oct 25, 2019
#11	-5.25% Feb 18, 2025 - Apr 2, 2025	-5.94% Oct 28, 2025 - Dec 23, 2025
#12	-5.06% May 22, 2013 - Jul 11, 2013	-5.83% Sep 3, 2021 - Oct 21, 2021
#13	-5.02% Mar 26, 2026 - Apr 30, 2026	-5.79% Feb 12, 2021 - Apr 1, 2021
#14	-4.23% Feb 28, 2011 - Apr 21, 2011	-4.82% Nov 16, 2021 - Dec 27, 2021
#15	-3.60% Jul 1, 2014 - Aug 14, 2014	-4.59% Apr 29, 2021 - Jun 10, 2021

Correlation

Correlation between AMLP and ESGV is 0.85 which considered as a strong positive correlation - the stocks tend to move together.

0.85

-101

Dividend Comparison (2010 - 2026)

AMLP vs ESGV dividend yield comparison.

Year	AMLP	ESGV
2026	1.87%	0.23%
2025	8.36%	0.91%
2024	7.70%	1.04%
2023	7.86%	1.16%
2022	7.70%	1.42%
2021	8.55%	0.95%
2020	12.31%	1.11%
2019	9.12%	1.27%
2018	9.29%	0.28%
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%