AMLP vs SPMO

Comparison between ALERIAN MLP ETF (AMLP, ETF) and INVESCO S&P 500 MOMENTUM ETF (SPMO, ETF).

5-Year PerformanceSPMO has outperformed AMLP, delivering a return of +22.3% compared to +18.2%

AMLP vs SPMO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AMLP(ETF)	SPMO(ETF)
Net Assets	$12B	$12B
Expense Ratio	1.01%	0.13%
Max Drawdown	85.40%	31.31%
Sharpe Ratio	1.34	2.17
5Y Beta	0.45	1.20
P/E Ratio	15.96	33.90
Forward P/E	12.46	20.93
PEG Ratio	-0.29	0.28
5Y Dividends CAGR	5.17%	9.86%
5Y EPS CAGR	8.67%	32.58%
Debt to Equity	N/A	27.75%
P/S Ratio	0.76	3.87
P/B Ratio	2.83	7.05

Net Assets

AMLP

$12B

Winner

SPMO

$12B

Expense Ratio

AMLP

1.01%

Winner

SPMO

0.13%

Max Drawdown

AMLP

85.40%

Winner

SPMO

31.31%

Sharpe Ratio

AMLP

1.34

Winner

SPMO

2.17

5Y Beta

Winner

AMLP

0.45

SPMO

1.20

P/E Ratio

Winner

AMLP

15.96

SPMO

33.90

Forward P/E

Winner

AMLP

12.46

SPMO

20.93

PEG Ratio

Winner

AMLP

-0.29

SPMO

0.28

5Y Dividends CAGR

AMLP

5.17%

Winner

SPMO

9.86%

5Y EPS CAGR

AMLP

8.67%

Winner

SPMO

32.58%

Debt to Equity

AMLP

N/A

SPMO

27.75%

P/S Ratio

Winner

AMLP

0.76

SPMO

3.87

P/B Ratio

Winner

AMLP

2.83

SPMO

7.05

AMLP vs SPMO - Holdings Comparison

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

AMLP's top 25 holdings weight is 107.88%. SPMO's top 25 holdings weight is 74.52%.

Rank	AMLP	SPMO
#1	SUNOCO LP (SUN) - 13.69%	NVIDIA CORP (NVDA) - 9.88%
#2	PLAINS ALL AMERICAN PIPELINE LP (PAA) - 13.42%	BROADCOM INC (AVGO) - 7.85%
#3	ENERGY TRANSFER LP (ET) - 13.38%	MICRON TECHNOLOGY INC (MU) - 6.45%
#4	ENTERPRISE PRODUCTS PARTNERS LP (EPD) - 13.32%	ALPHABET INC CLASS A (GOOGL) - 5.12%
#5	WESTERN MIDSTREAM PARTNERS LP (WES) - 13.05%	JOHNSON & JOHNSON (JNJ) - 4.51%
#6	MPLX LP PARTNERSHIP UNITS (MPLX) - 11.96%	ALPHABET INC CLASS C (GOOG) - 4.08%
#7	HESS MIDSTREAM LP CLASS A (HESM) - 9.47%	EXXON MOBIL CORP (XOM) - 3.33%
#8	CHENIERE ENERGY PARTNERS LP (CQP) - 5.07%	LAM RESEARCH CORP (LRCX) - 3.23%
#9	USA COMPRESSION PARTNERS LP (USAC) - 4.21%	ADVANCED MICRO DEVICES INC (AMD) - 3.00%
#10	GENESIS ENERGY LP (GEL) - 3.58%	CATERPILLAR INC (CAT) - 2.81%
#11	SUBURBAN PROPANE PARTNERS LP (SPH) - 2.44%	INTEL CORP (INTC) - 2.52%
#12	GLOBAL PARTNERS LP (GLP) - 2.33%	APPLIED MATERIALS INC (AMAT) - 1.74%
#13	DELEK LOGISTICS PARTNERS LP (DKL) - 1.95%	GE VERNOVA INC (GEV) - 1.73%
#14	STATE STREET INSTL TRS PLS MMKT PREMIER (TPIXX) - 0.01%	CISCO SYSTEMS INC (CSCO) - 1.69%
#15	N/A	GE AEROSPACE (GE) - 1.69%
#16	N/A	SANDISK CORP ORDINARY SHARES (SNDK) - 1.68%
#17	N/A	RTX CORP (RTX) - 1.58%
#18	N/A	WESTERN DIGITAL CORP (WDC) - 1.51%
#19	N/A	KLA CORP (KLAC) - 1.51%
#20	N/A	THE GOLDMAN SACHS GROUP INC (GS) - 1.49%
#21	N/A	AMPHENOL CORP CLASS A (APH) - 1.45%
#22	N/A	n/a (PLTR) - 1.45%
#23	N/A	SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 1.43%
#24	N/A	PHILIP MORRIS INTERNATIONAL INC (PM) - 1.40%
#25	N/A	COCA-COLA CO (KO) - 1.39%
Total Holdings	14	102

AMLP vs SPMO - Historical Returns

Returns include dividend reinvestment.

Period	AMLP	SPMO
1 month	+1.24%	+18.50%
3 months	+6.42%	+18.70%
6 months	+17.37%	+21.96%
1 year	+19.96%	+47.28%
5 years(CAGR)	+18.24%	+22.29%
10 years(CAGR)	+7.49%	+20.22%
Max(CAGR)	+5.67%	+19.37%

AMLP

+1.24%

Winner

SPMO

+18.50%

AMLP

+6.42%

Winner

SPMO

+18.70%

AMLP

+17.37%

Winner

SPMO

+21.96%

AMLP

+19.96%

Winner

SPMO

+47.28%

5Y(CAGR)

AMLP

+18.24%

Winner

SPMO

+22.29%

10Y(CAGR)

AMLP

+7.49%

Winner

SPMO

+20.22%

Max(CAGR)

AMLP

+5.67%

Winner

SPMO

+19.37%

AMLP vs SPMO - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	AMLP	SPMO
2026	+14.32%	+20.51%
2025	+4.59%	+25.85%
2024	+22.58%	+47.17%
2023	+23.37%	+19.46%
2022	+22.03%	-10.46%
2021	+40.23%	+24.36%
2020	-33.05%	+27.55%
2019	+4.07%	+25.67%
2018	-14.76%	-1.19%
2017	-8.94%	+28.51%
2016	+13.85%	+7.37%
2015	-26.27%	+2.79%
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 SPMO Drawdown Comparison

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

The maximum drawdown for SPMO was -30.93%, occurring on Mar 23, 2020. Recovery took 97 trading sessions.

The current AMLP drawdown is -1.77%.

Rank	AMLP	SPMO
#1	-77.21% Aug 29, 2014 - Dec 1, 2023	-30.93% Feb 19, 2020 - Jul 8, 2020
#2	-14.27% Apr 2, 2025 - Jan 27, 2026	-23.38% Oct 1, 2018 - Jun 19, 2019
#3	-12.88% Apr 28, 2011 - Nov 30, 2011	-22.75% Jan 4, 2022 - Dec 13, 2023
#4	-9.73% Feb 24, 2012 - Oct 1, 2012	-20.13% Feb 13, 2025 - May 13, 2025
#5	-8.34% Nov 29, 2024 - Jan 16, 2025	-13.16% Jul 10, 2024 - Oct 4, 2024
#6	-7.29% Jul 22, 2024 - Nov 6, 2024	-12.70% Oct 29, 2025 - Apr 13, 2026
#7	-6.84% Dec 1, 2023 - Jan 26, 2024	-11.03% Nov 25, 2015 - Jul 25, 2016
#8	-6.14% Oct 17, 2012 - Jan 9, 2013	-10.67% Feb 12, 2021 - Apr 9, 2021
#9	-5.52% Apr 3, 2024 - Jun 24, 2024	-9.50% Mar 12, 2018 - Jun 4, 2018
#10	-5.35% Jul 15, 2013 - Dec 30, 2013	-8.97% Jan 26, 2018 - Mar 9, 2018
#11	-5.25% Feb 18, 2025 - Apr 2, 2025	-8.93% Sep 2, 2020 - Oct 12, 2020
#12	-5.06% May 22, 2013 - Jul 11, 2013	-8.79% Oct 13, 2020 - Nov 6, 2020
#13	-5.02% Mar 26, 2026 - Apr 30, 2026	-8.00% Apr 16, 2021 - Jun 22, 2021
#14	-4.23% Feb 28, 2011 - Apr 21, 2011	-7.45% Mar 22, 2024 - May 15, 2024
#15	-3.60% Jul 1, 2014 - Aug 14, 2014	-5.91% Jul 15, 2019 - Dec 16, 2019

Correlation

Correlation between AMLP and SPMO is 0.81 which considered as a strong positive correlation - the stocks tend to move together.

0.81

-101

Dividend Comparison (2010 - 2026)

AMLP vs SPMO dividend yield comparison.

Year	AMLP	SPMO
2026	1.90%	0.22%
2025	8.36%	0.73%
2024	7.70%	0.48%
2023	7.86%	1.63%
2022	7.70%	1.66%
2021	8.55%	0.52%
2020	12.31%	1.27%
2019	9.12%	1.39%
2018	9.29%	1.05%
2017	7.97%	0.77%
2016	8.09%	1.94%
2015	9.84%	0.36%
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%