AMLP vs SPY

Comparison between ALERIAN MLP ETF (AMLP, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceAMLP has outperformed SPY, delivering a return of +18.2% compared to +13.3%

AMLP vs SPY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AMLP(ETF)	SPY(ETF)
Net Assets	$12B	$652B
Expense Ratio	1.01%	0.09%
Max Drawdown	85.40%	56.47%
Sharpe Ratio	1.34	2.07
5Y Beta	0.45	1.00
P/E Ratio	15.96	28.24
Forward P/E	12.46	21.85
PEG Ratio	-0.29	N/A
5Y Dividends CAGR	5.17%	5.43%
5Y EPS CAGR	8.67%	25.79%
Debt to Equity	N/A	22.35%
P/S Ratio	0.76	3.55
P/B Ratio	2.83	5.29

Net Assets

AMLP

$12B

Winner

SPY

$652B

Expense Ratio

AMLP

1.01%

Winner

SPY

0.09%

Max Drawdown

AMLP

85.40%

Winner

SPY

56.47%

Sharpe Ratio

AMLP

1.34

Winner

SPY

2.07

5Y Beta

Winner

AMLP

0.45

SPY

1.00

P/E Ratio

Winner

AMLP

15.96

SPY

28.24

Forward P/E

Winner

AMLP

12.46

SPY

21.85

PEG Ratio

AMLP

-0.29

SPY

N/A

5Y Dividends CAGR

AMLP

5.17%

Winner

SPY

5.43%

5Y EPS CAGR

AMLP

8.67%

Winner

SPY

25.79%

Debt to Equity

AMLP

N/A

SPY

22.35%

P/S Ratio

Winner

AMLP

0.76

SPY

3.55

P/B Ratio

Winner

AMLP

2.83

SPY

5.29

AMLP vs SPY - Holdings Comparison

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

AMLP's top 25 holdings weight is 107.88%. SPY's top 25 holdings weight is 51.32%.

Rank	AMLP	SPY
#1	SUNOCO LP (SUN) - 13.69%	NVIDIA CORP (NVDA) - 8.45%
#2	PLAINS ALL AMERICAN PIPELINE LP (PAA) - 13.42%	APPLE INC (AAPL) - 6.48%
#3	ENERGY TRANSFER LP (ET) - 13.38%	MICROSOFT CORP (MSFT) - 5.20%
#4	ENTERPRISE PRODUCTS PARTNERS LP (EPD) - 13.32%	AMAZON.COM INC (AMZN) - 4.14%
#5	WESTERN MIDSTREAM PARTNERS LP (WES) - 13.05%	ALPHABET INC CLASS A (GOOGL) - 3.32%
#6	MPLX LP PARTNERSHIP UNITS (MPLX) - 11.96%	BROADCOM INC (AVGO) - 3.09%
#7	HESS MIDSTREAM LP CLASS A (HESM) - 9.47%	ALPHABET INC CLASS C (GOOG) - 2.65%
#8	CHENIERE ENERGY PARTNERS LP (CQP) - 5.07%	META PLATFORMS INC CLASS A (META) - 2.40%
#9	USA COMPRESSION PARTNERS LP (USAC) - 4.21%	TESLA INC (TSLA) - 1.73%
#10	GENESIS ENERGY LP (GEL) - 3.58%	BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.43%
#11	SUBURBAN PROPANE PARTNERS LP (SPH) - 2.44%	JPMORGAN CHASE & CO (JPM) - 1.37%
#12	GLOBAL PARTNERS LP (GLP) - 2.33%	ELI LILLY AND CO (LLY) - 1.13%
#13	DELEK LOGISTICS PARTNERS LP (DKL) - 1.95%	EXXON MOBIL CORP (XOM) - 1.03%
#14	STATE STREET INSTL TRS PLS MMKT PREMIER (TPIXX) - 0.01%	MICRON TECHNOLOGY INC (MU) - 0.93%
#15	N/A	WALMART INC (WMT) - 0.91%
#16	N/A	JOHNSON & JOHNSON (JNJ) - 0.90%
#17	N/A	ADVANCED MICRO DEVICES INC (AMD) - 0.86%
#18	N/A	VISA INC CLASS A (V) - 0.85%
#19	N/A	COSTCO WHOLESALE CORP (COST) - 0.72%
#20	N/A	MASTERCARD INC CLASS A (MA) - 0.67%
#21	N/A	INTEL CORP (INTC) - 0.65%
#22	N/A	NETFLIX INC (NFLX) - 0.64%
#23	N/A	CATERPILLAR INC (CAT) - 0.62%
#24	N/A	CHEVRON CORP (CVX) - 0.58%
#25	N/A	PROCTER & GAMBLE CO (PG) - 0.57%
Total Holdings	14	505

AMLP vs SPY - Historical Returns

Returns include dividend reinvestment.

Period	AMLP	SPY
1 month	+1.24%	+9.11%
3 months	+6.42%	+6.59%
6 months	+17.37%	+10.56%
1 year	+19.96%	+32.04%
5 years(CAGR)	+18.24%	+13.35%
10 years(CAGR)	+7.49%	+15.49%
Max(CAGR)	+5.67%	+8.50%

AMLP

+1.24%

Winner

SPY

+9.11%

AMLP

+6.42%

Winner

SPY

+6.59%

Winner

AMLP

+17.37%

SPY

+10.56%

AMLP

+19.96%

Winner

SPY

+32.04%

5Y(CAGR)

Winner

AMLP

+18.24%

SPY

+13.35%

10Y(CAGR)

AMLP

+7.49%

Winner

SPY

+15.49%

Max(CAGR)

AMLP

+5.67%

Winner

SPY

+8.50%

AMLP vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	AMLP	SPY
2026	+14.32%	+8.27%
2025	+4.59%	+18.00%
2024	+22.58%	+25.59%
2023	+23.37%	+26.72%
2022	+22.03%	-18.64%
2021	+40.23%	+30.52%
2020	-33.05%	+17.28%
2019	+4.07%	+31.09%
2018	-14.76%	-5.24%
2017	-8.94%	+20.78%
2016	+13.85%	+13.59%
2015	-26.27%	+1.31%
2014	+5.84%	+14.56%
2013	+15.72%	+29.00%
2012	+1.80%	+14.17%
2011	+9.78%	+0.85%
2010	+8.94%	+13.14%
2009	N/A	+22.67%
2008	N/A	-36.25%
2007	N/A	+5.32%
2006	N/A	+13.85%
2005	N/A	+5.32%
2004	N/A	+10.75%
2003	N/A	+24.18%
2002	N/A	-22.42%
2001	N/A	-10.13%
2000	N/A	-8.84%
1999	N/A	+8.61%

AMLP vs SPY Drawdown Comparison

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

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current AMLP drawdown is -1.77%.

Rank	AMLP	SPY
#1	-77.21% Aug 29, 2014 - Dec 1, 2023	-55.20% Oct 9, 2007 - Aug 16, 2012
#2	-14.27% Apr 2, 2025 - Jan 27, 2026	-47.50% Mar 24, 2000 - Oct 26, 2006
#3	-12.88% Apr 28, 2011 - Nov 30, 2011	-33.70% Feb 19, 2020 - Aug 10, 2020
#4	-9.73% Feb 24, 2012 - Oct 1, 2012	-24.50% Jan 3, 2022 - Dec 13, 2023
#5	-8.34% Nov 29, 2024 - Jan 16, 2025	-19.34% Sep 20, 2018 - Apr 12, 2019
#6	-7.29% Jul 22, 2024 - Nov 6, 2024	-18.76% Feb 19, 2025 - Jun 26, 2025
#7	-6.84% Dec 1, 2023 - Jan 26, 2024	-13.02% Jul 20, 2015 - Apr 18, 2016
#8	-6.14% Oct 17, 2012 - Jan 9, 2013	-10.10% Jan 26, 2018 - Aug 6, 2018
#9	-5.52% Apr 3, 2024 - Jun 24, 2024	-9.44% Sep 2, 2020 - Nov 11, 2020
#10	-5.35% Jul 15, 2013 - Dec 30, 2013	-9.30% Jan 19, 2000 - Mar 17, 2000
#11	-5.25% Feb 18, 2025 - Apr 2, 2025	-9.05% Jul 19, 2007 - Oct 5, 2007
#12	-5.06% May 22, 2013 - Jul 11, 2013	-8.88% Jan 27, 2026 - Apr 14, 2026
#13	-5.02% Mar 26, 2026 - Apr 30, 2026	-8.41% Jul 16, 2024 - Sep 19, 2024
#14	-4.23% Feb 28, 2011 - Apr 21, 2011	-7.35% Sep 14, 2012 - Jan 2, 2013
#15	-3.60% Jul 1, 2014 - Aug 14, 2014	-7.27% Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between AMLP and SPY is 0.61 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.61

-101

Dividend Comparison (1999 - 2026)

AMLP vs SPY dividend yield comparison.

Year	AMLP	SPY
2026	1.90%	0.24%
2025	8.36%	1.07%
2024	7.70%	1.21%
2023	7.86%	1.40%
2022	7.70%	1.65%
2021	8.55%	1.20%
2020	12.31%	1.52%
2019	9.12%	1.75%
2018	9.29%	2.04%
2017	7.97%	1.80%
2016	8.09%	2.03%
2015	9.84%	2.06%
2014	6.45%	1.87%
2013	6.00%	1.81%
2012	6.24%	2.18%
2011	6.01%	2.05%
2010	1.54%	1.80%
2009	0.00%	1.95%
2008	0.00%	3.02%
2007	0.00%	1.85%
2006	0.00%	1.73%
2005	0.00%	1.73%
2004	0.00%	1.82%
2003	0.00%	1.47%
2002	0.00%	1.70%
2001	0.00%	1.25%
2000	0.00%	1.15%
1999	0.00%	0.24%