AMLP vs IWO

Comparison between ALERIAN MLP ETF (AMLP, ETF) and ISHARES RUSSELL 2000 GROWTH ETF (IWO, ETF).

5-Year PerformanceAMLP has outperformed IWO, delivering a return of +18.2% compared to +5.0%

AMLP vs IWO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AMLP(ETF)	IWO(ETF)
Net Assets	$12B	$12B
Expense Ratio	1.01%	0.24%
Max Drawdown	85.40%	60.31%
Sharpe Ratio	1.34	1.65
5Y Beta	0.45	1.20
P/E Ratio	15.96	100.91
Forward P/E	12.46	18.63
PEG Ratio	-0.29	N/A
5Y Dividends CAGR	5.17%	8.29%
5Y EPS CAGR	8.67%	N/A
P/S Ratio	0.76	2.27
P/B Ratio	2.83	4.45

Net Assets

AMLP

$12B

IWO

$12B

Expense Ratio

AMLP

1.01%

Winner

IWO

0.24%

Max Drawdown

AMLP

85.40%

Winner

IWO

60.31%

Sharpe Ratio

AMLP

1.34

Winner

IWO

1.65

5Y Beta

Winner

AMLP

0.45

IWO

1.20

P/E Ratio

Winner

AMLP

15.96

IWO

100.91

Forward P/E

Winner

AMLP

12.46

IWO

18.63

PEG Ratio

AMLP

-0.29

IWO

N/A

5Y Dividends CAGR

AMLP

5.17%

Winner

IWO

8.29%

5Y EPS CAGR

AMLP

8.67%

IWO

N/A

P/S Ratio

Winner

AMLP

0.76

IWO

2.27

P/B Ratio

Winner

AMLP

2.83

IWO

4.45

AMLP vs IWO - Holdings Comparison

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

AMLP's top 25 holdings weight is 107.88%. IWO's top 25 holdings weight is 20.10%.

Rank	AMLP	IWO
#1	SUNOCO LP (SUN) - 13.69%	BLOOM ENERGY CORP CLASS A (BE) - 3.02%
#2	PLAINS ALL AMERICAN PIPELINE LP (PAA) - 13.42%	CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 1.72%
#3	ENERGY TRANSFER LP (ET) - 13.38%	FABRINET (FN) - 1.46%
#4	ENTERPRISE PRODUCTS PARTNERS LP (EPD) - 13.32%	RAMBUS INC (RMBS) - 0.90%
#5	WESTERN MIDSTREAM PARTNERS LP (WES) - 13.05%	STERLING INFRASTRUCTURE INC (STRL) - 0.89%
#6	MPLX LP PARTNERSHIP UNITS (MPLX) - 11.96%	IONQ INC CLASS A (IONQ) - 0.89%
#7	HESS MIDSTREAM LP CLASS A (HESM) - 9.47%	ADVANCED ENERGY INDUSTRIES INC (AEIS) - 0.86%
#8	CHENIERE ENERGY PARTNERS LP (CQP) - 5.07%	NEXTPOWER INC CLASS A (NXT) - 0.84%
#9	USA COMPRESSION PARTNERS LP (USAC) - 4.21%	MODINE MANUFACTURING CO (MOD) - 0.76%
#10	GENESIS ENERGY LP (GEL) - 3.58%	SITIME CORP ORDINARY SHARES (SITM) - 0.73%
#11	SUBURBAN PROPANE PARTNERS LP (SPH) - 2.44%	DYCOM INDUSTRIES INC (DY) - 0.72%
#12	GLOBAL PARTNERS LP (GLP) - 2.33%	BRIDGEBIO PHARMA INC (BBIO) - 0.70%
#13	DELEK LOGISTICS PARTNERS LP (DKL) - 1.95%	KRATOS DEFENSE & SECURITY SOLUTIONS INC (KTOS) - 0.67%
#14	STATE STREET INSTL TRS PLS MMKT PREMIER (TPIXX) - 0.01%	GUARDANT HEALTH INC (GH) - 0.65%
#15	N/A	ENSIGN GROUP INC (ENSG) - 0.63%
#16	N/A	SPX TECHNOLOGIES INC (SPXC) - 0.63%
#17	N/A	VIAVI SOLUTIONS INC (VIAV) - 0.61%
#18	N/A	ARROWHEAD PHARMACEUTICALS INC (ARWR) - 0.59%
#19	N/A	PLANET LABS PBC CLASS A (PL) - 0.57%
#20	N/A	COEUR MINING INC (CDE) - 0.57%
#21	N/A	VARONIS SYSTEMS INC (VRNS) - 0.34%
#22	N/A	CENTRUS ENERGY CORP CLASS A (LEU) - 0.34%
#23	N/A	UPSTART HOLDINGS INC ORDINARY SHARES (UPST) - 0.34%
#24	N/A	PROTAGONIST THERAPEUTICS INC (PTGX) - 0.34%
#25	N/A	RIGETTI COMPUTING INC (RGTI) - 0.33%
Total Holdings	14	1012

AMLP vs IWO - Historical Returns

Returns include dividend reinvestment.

Period	AMLP	IWO
1 month	+1.24%	+11.46%
3 months	+6.42%	+7.68%
6 months	+17.37%	+15.23%
1 year	+19.96%	+41.27%
5 years(CAGR)	+18.24%	+5.01%
10 years(CAGR)	+7.49%	+11.59%
Max(CAGR)	+5.67%	+7.04%

AMLP

+1.24%

Winner

IWO

+11.46%

AMLP

+6.42%

Winner

IWO

+7.68%

Winner

AMLP

+17.37%

IWO

+15.23%

AMLP

+19.96%

Winner

IWO

+41.27%

5Y(CAGR)

Winner

AMLP

+18.24%

IWO

+5.01%

10Y(CAGR)

AMLP

+7.49%

Winner

IWO

+11.59%

Max(CAGR)

AMLP

+5.67%

Winner

IWO

+7.04%

AMLP vs IWO - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

Year	AMLP	IWO
2026	+14.32%	+12.83%
2025	+4.59%	+12.52%
2024	+22.58%	+16.13%
2023	+23.37%	+19.56%
2022	+22.03%	-27.17%
2021	+40.23%	+4.06%
2020	-33.05%	+34.46%
2019	+4.07%	+28.07%
2018	-14.76%	-10.30%
2017	-8.94%	+21.71%
2016	+13.85%	+14.71%
2015	-26.27%	-0.66%
2014	+5.84%	+6.99%
2013	+15.72%	+39.28%
2012	+1.80%	+13.33%
2011	+9.78%	-4.60%
2010	+8.94%	+26.19%
2009	N/A	+31.85%
2008	N/A	-37.46%
2007	N/A	+6.76%
2006	N/A	+10.89%
2005	N/A	+5.59%
2004	N/A	+13.00%
2003	N/A	+44.40%
2002	N/A	-30.51%
2001	N/A	-4.63%
2000	N/A	-14.94%

AMLP vs IWO Drawdown Comparison

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

The maximum drawdown for IWO was -60.11%, occurring on Oct 9, 2002. Recovery took 1624 trading sessions.

The current AMLP drawdown is -1.77%. The current IWO drawdown is -1.38%.

Rank	AMLP	IWO
#1	-77.21% Aug 29, 2014 - Dec 1, 2023	-60.11% Sep 1, 2000 - Feb 22, 2007
#2	-14.27% Apr 2, 2025 - Jan 27, 2026	-57.62% Oct 10, 2007 - Dec 21, 2010
#3	-12.88% Apr 28, 2011 - Nov 30, 2011	-42.02% Feb 9, 2021 - Oct 6, 2025
#4	-9.73% Feb 24, 2012 - Oct 1, 2012	-39.81% Feb 19, 2020 - Aug 7, 2020
#5	-8.34% Nov 29, 2024 - Jan 16, 2025	-29.23% Apr 29, 2011 - Sep 14, 2012
#6	-7.29% Jul 22, 2024 - Nov 6, 2024	-28.80% Aug 31, 2018 - Jan 14, 2020
#7	-6.84% Dec 1, 2023 - Jan 26, 2024	-28.69% Jun 23, 2015 - Dec 8, 2016
#8	-6.14% Oct 17, 2012 - Jan 9, 2013	-14.87% Jan 22, 2026 - Apr 17, 2026
#9	-5.52% Apr 3, 2024 - Jun 24, 2024	-14.44% Mar 4, 2014 - Dec 22, 2014
#10	-5.35% Jul 15, 2013 - Dec 30, 2013	-10.85% Sep 14, 2012 - Jan 2, 2013
#11	-5.25% Feb 18, 2025 - Apr 2, 2025	-10.26% Jul 19, 2007 - Oct 5, 2007
#12	-5.06% May 22, 2013 - Jul 11, 2013	-10.24% Oct 15, 2025 - Dec 11, 2025
#13	-5.02% Mar 26, 2026 - Apr 30, 2026	-9.04% Jan 26, 2018 - Mar 9, 2018
#14	-4.23% Feb 28, 2011 - Apr 21, 2011	-8.73% Feb 22, 2007 - Apr 16, 2007
#15	-3.60% Jul 1, 2014 - Aug 14, 2014	-7.76% Sep 2, 2020 - Oct 5, 2020

Correlation

Correlation between AMLP and IWO is 0.42 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.42

-101

Dividend Comparison (2000 - 2026)

AMLP vs IWO dividend yield comparison.

Year	AMLP	IWO
2026	1.90%	0.03%
2025	8.36%	0.56%
2024	7.70%	0.80%
2023	7.86%	0.73%
2022	7.70%	0.73%
2021	8.55%	0.32%
2020	12.31%	0.44%
2019	9.12%	0.71%
2018	9.29%	0.76%
2017	7.97%	0.73%
2016	8.09%	0.97%
2015	9.84%	0.89%
2014	6.45%	0.73%
2013	6.00%	0.72%
2012	6.24%	1.46%
2011	6.01%	0.68%
2010	1.54%	0.66%
2009	0.00%	0.50%
2008	0.00%	1.10%
2007	0.00%	0.59%
2006	0.00%	0.32%
2005	0.00%	0.47%
2004	0.00%	0.24%
2003	0.00%	0.34%
2002	0.00%	0.43%
2001	0.00%	0.19%
2000	0.00%	0.09%