DFAU vs AMLP
Comparison between DIMENSIONAL US CORE EQUITY MARKET ETF (DFAU, ETF) and ALERIAN MLP ETF (AMLP, ETF).
5-Year PerformanceAMLP has outperformed DFAU, delivering a return of +20.4% compared to +12.8%
DFAU vs AMLP - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
DFAU
$12B
AMLP
$12B
Expense Ratio
Winner
DFAU
0.12%
AMLP
1.01%
Max Drawdown
Winner
DFAU
24.34%
AMLP
85.40%
Sharpe Ratio
Winner
DFAU
1.48
AMLP
1.29
5Y Beta
DFAU
0.98
Winner
AMLP
0.38
P/E Ratio
DFAU
23.77
Winner
AMLP
15.27
Forward P/E
DFAU
18.88
Winner
AMLP
13.74
PEG Ratio
DFAU
N/A
AMLP
1.27
5Y Dividends CAGR
Winner
DFAU
29.47%
AMLP
12.14%
5Y EPS CAGR
Winner
DFAU
24.83%
AMLP
9.54%
Debt to Equity
DFAU
64.62%
AMLP
N/A
P/S Ratio
DFAU
2.88
Winner
AMLP
0.81
P/B Ratio
DFAU
4.55
Winner
AMLP
2.96
DFAU vs AMLP - Holdings Comparison
DFAU and AMLP have 0 common holdings. Overlap is 0.00%
DFAU's top 25 holdings weight is 43.99%. AMLP's top 25 holdings weight is 108.95%.
| Rank | DFAU | AMLP |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 6.96% | SUNOCO LP (SUN) - 14.42% |
| #2 | APPLE INC (AAPL) - 6.16% | PLAINS ALL AMERICAN PIPELINE LP (PAA) - 13.40% |
| #3 | MICROSOFT CORP (MSFT) - 5.19% | ENERGY TRANSFER LP (ET) - 13.36% |
| #4 | AMAZON.COM INC (AMZN) - 3.13% | WESTERN MIDSTREAM PARTNERS LP (WES) - 13.20% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 2.65% | ENTERPRISE PRODUCTS PARTNERS LP (EPD) - 12.83% |
| #6 | META PLATFORMS INC CLASS A (META) - 2.26% | MPLX LP PARTNERSHIP UNITS (MPLX) - 12.34% |
| #7 | BROADCOM INC (AVGO) - 2.25% | HESS MIDSTREAM LP CLASS A (HESM) - 9.15% |
| #8 | ALPHABET INC CLASS C (GOOG) - 2.19% | CHENIERE ENERGY PARTNERS LP (CQP) - 4.56% |
| #9 | TESLA INC (TSLA) - 1.90% | USA COMPRESSION PARTNERS LP (USAC) - 3.81% |
| #10 | JPMORGAN CHASE & CO (JPM) - 1.31% | GENESIS ENERGY LP (GEL) - 2.86% |
| #11 | ELI LILLY AND CO (LLY) - 1.25% | WATERBRIDGE INFRASTRUCTURE LLC ORDINARY SHARES CLASS A (WBI) - 2.74% |
| #12 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.17% | GLOBAL PARTNERS LP (GLP) - 2.23% |
| #13 | VISA INC CLASS A (V) - 0.79% | SUBURBAN PROPANE PARTNERS LP (SPH) - 2.11% |
| #14 | EXXON MOBIL CORP (XOM) - 0.74% | DELEK LOGISTICS PARTNERS LP (DKL) - 1.93% |
| #15 | MASTERCARD INC CLASS A (MA) - 0.71% | STATE STREET INSTL TRS PLS MMKT PREMIER (TPIXX) - 0.01% |
| #16 | JOHNSON & JOHNSON (JNJ) - 0.66% | N/A |
| #17 | WALMART INC (WMT) - 0.64% | N/A |
| #18 | ABBVIE INC (ABBV) - 0.56% | N/A |
| #19 | PROCTER & GAMBLE CO (PG) - 0.55% | N/A |
| #20 | NETFLIX INC (NFLX) - 0.52% | N/A |
| #21 | BANK OF AMERICA CORP (BAC) - 0.50% | N/A |
| #22 | THE HOME DEPOT INC (HD) - 0.50% | N/A |
| #23 | ORACLE CORP (ORCL) - 0.48% | N/A |
| #24 | COSTCO WHOLESALE CORP (COST) - 0.47% | N/A |
| #25 | MICRON TECHNOLOGY INC (MU) - 0.45% | N/A |
| Total Holdings | 2016 | 15 |
DFAU vs AMLP - Historical Returns
Returns include dividend reinvestment.
1M
DFAU
+2.37%
Winner
AMLP
+5.99%
3M
DFAU
+5.30%
Winner
AMLP
+6.26%
6M
DFAU
+11.53%
Winner
AMLP
+12.90%
1Y
Winner
DFAU
+23.93%
AMLP
+21.00%
5Y(CAGR)
DFAU
+12.76%
Winner
AMLP
+20.35%
10Y(CAGR)
DFAU
N/A
AMLP
+7.04%
Max(CAGR)
Winner
DFAU
+15.68%
AMLP
+5.94%
DFAU vs AMLP - Annual Returns (2010 - 2026)
Returns include dividend reinvestment.
| Year | DFAU | AMLP |
|---|---|---|
| 2026 | +13.79% | +20.64% |
| 2025 | +16.92% | +4.59% |
| 2024 | +23.99% | +22.58% |
| 2023 | +25.25% | +23.37% |
| 2022 | -17.41% | +22.03% |
| 2021 | +28.75% | +40.23% |
| 2020 | +6.48% | -33.05% |
| 2019 | N/A | +4.07% |
| 2018 | N/A | -14.76% |
| 2017 | N/A | -8.94% |
| 2016 | N/A | +13.85% |
| 2015 | N/A | -26.27% |
| 2014 | N/A | +5.84% |
| 2013 | N/A | +15.72% |
| 2012 | N/A | +1.80% |
| 2011 | N/A | +9.78% |
| 2010 | N/A | +8.94% |
DFAU vs AMLP Drawdown Comparison
The maximum drawdown for DFAU was -23.61%, occurring on Sep 30, 2022. Recovery took 488 trading sessions.
The maximum drawdown for AMLP was -77.21%, occurring on Mar 18, 2020. Recovery took 2330 trading sessions.
The current DFAU drawdown is -0.37%. The current AMLP drawdown is -0.52%.
| Rank | DFAU | AMLP |
|---|---|---|
| #1 | -23.61% Jan 4, 2022 - Dec 13, 2023 | -77.21% Aug 29, 2014 - Dec 1, 2023 |
| #2 | -19.36% Feb 19, 2025 - Jun 27, 2025 | -14.27% Apr 2, 2025 - Jan 27, 2026 |
| #3 | -8.67% Feb 9, 2026 - Apr 14, 2026 | -12.88% Apr 28, 2011 - Nov 30, 2011 |
| #4 | -8.53% Jul 16, 2024 - Sep 19, 2024 | -9.73% Feb 24, 2012 - Oct 1, 2012 |
| #5 | -5.50% Mar 28, 2024 - May 15, 2024 | -8.34% Nov 29, 2024 - Jan 16, 2025 |
| #6 | -5.11% Oct 28, 2025 - Dec 5, 2025 | -8.11% May 19, 2026 - Jul 23, 2026 |
| #7 | -4.98% Nov 16, 2021 - Dec 27, 2021 | -7.29% Jul 22, 2024 - Nov 6, 2024 |
| #8 | -4.88% Dec 4, 2024 - Feb 18, 2025 | -6.84% Dec 1, 2023 - Jan 26, 2024 |
| #9 | -4.58% Sep 2, 2021 - Oct 19, 2021 | -6.14% Oct 17, 2012 - Jan 9, 2013 |
| #10 | -4.25% Jun 2, 2026 - Aug 3, 2026 | -5.52% Apr 3, 2024 - Jun 24, 2024 |
| #11 | -4.14% May 7, 2021 - Jun 8, 2021 | -5.35% Jul 15, 2013 - Dec 30, 2013 |
| #12 | -4.01% Feb 12, 2021 - Mar 11, 2021 | -5.25% Feb 18, 2025 - Apr 2, 2025 |
| #13 | -3.85% Jan 20, 2021 - Feb 4, 2021 | -5.06% May 22, 2013 - Jul 11, 2013 |
| #14 | -3.42% Jul 12, 2021 - Jul 23, 2021 | -5.02% Mar 26, 2026 - Apr 30, 2026 |
| #15 | -3.10% Oct 8, 2025 - Oct 24, 2025 | -4.23% Feb 28, 2011 - Apr 21, 2011 |
Correlation
Correlation between DFAU and AMLP is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2010 - 2026)
DFAU vs AMLP dividend yield comparison.
| Year | DFAU | AMLP |
|---|---|---|
| 2026 | 0.43% | 3.71% |
| 2025 | 0.95% | 8.36% |
| 2024 | 1.10% | 7.70% |
| 2023 | 1.29% | 7.86% |
| 2022 | 1.40% | 7.70% |
| 2021 | 1.00% | 8.55% |
| 2020 | 0.13% | 12.31% |
| 2019 | 0.00% | 9.12% |
| 2018 | 0.00% | 9.29% |
| 2017 | 0.00% | 7.97% |
| 2016 | 0.00% | 8.09% |
| 2015 | 0.00% | 9.84% |
| 2014 | 0.00% | 6.45% |
| 2013 | 0.00% | 6.00% |
| 2012 | 0.00% | 6.24% |
| 2011 | 0.00% | 6.01% |
| 2010 | 0.00% | 1.54% |
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