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 +16.1% compared to +13.4%
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
1.71
AMLP
0.77
5Y Beta
DFAU
0.98
Winner
AMLP
0.42
P/E Ratio
DFAU
25.32
Winner
AMLP
13.72
Forward P/E
DFAU
19.47
Winner
AMLP
13.01
PEG Ratio
DFAU
N/A
AMLP
1.08
5Y Dividends CAGR
Winner
DFAU
45.93%
AMLP
12.14%
5Y EPS CAGR
Winner
DFAU
23.91%
AMLP
10.05%
Debt to Equity
DFAU
38.94%
AMLP
N/A
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 108.10%.
| Rank | DFAU | AMLP |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 6.96% | WESTERN MIDSTREAM PARTNERS LP (WES) - 13.77% |
| #2 | APPLE INC (AAPL) - 6.16% | PLAINS ALL AMERICAN PIPELINE LP (PAA) - 13.57% |
| #3 | MICROSOFT CORP (MSFT) - 5.19% | SUNOCO LP (SUN) - 13.27% |
| #4 | AMAZON.COM INC (AMZN) - 3.13% | ENTERPRISE PRODUCTS PARTNERS LP (EPD) - 13.10% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 2.65% | ENERGY TRANSFER LP (ET) - 12.98% |
| #6 | META PLATFORMS INC CLASS A (META) - 2.26% | MPLX LP PARTNERSHIP UNITS (MPLX) - 12.22% |
| #7 | BROADCOM INC (AVGO) - 2.25% | HESS MIDSTREAM LP CLASS A (HESM) - 9.66% |
| #8 | ALPHABET INC CLASS C (GOOG) - 2.19% | CHENIERE ENERGY PARTNERS LP (CQP) - 5.15% |
| #9 | TESLA INC (TSLA) - 1.90% | USA COMPRESSION PARTNERS LP (USAC) - 4.33% |
| #10 | JPMORGAN CHASE & CO (JPM) - 1.31% | GENESIS ENERGY LP (GEL) - 3.27% |
| #11 | ELI LILLY AND CO (LLY) - 1.25% | GLOBAL PARTNERS LP (GLP) - 2.42% |
| #12 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.17% | SUBURBAN PROPANE PARTNERS LP (SPH) - 2.41% |
| #13 | VISA INC CLASS A (V) - 0.79% | DELEK LOGISTICS PARTNERS LP (DKL) - 1.95% |
| #14 | EXXON MOBIL CORP (XOM) - 0.74% | N/A |
| #15 | MASTERCARD INC CLASS A (MA) - 0.71% | N/A |
| #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 | 13 |
DFAU vs AMLP - Historical Returns
Returns include dividend reinvestment.
1M
Winner
DFAU
+2.15%
AMLP
-6.96%
3M
Winner
DFAU
+13.61%
AMLP
-1.63%
6M
DFAU
+11.78%
Winner
AMLP
+12.53%
1Y
Winner
DFAU
+27.64%
AMLP
+12.69%
5Y(CAGR)
DFAU
+13.39%
Winner
AMLP
+16.14%
10Y(CAGR)
DFAU
N/A
AMLP
+3.70%
Max(CAGR)
Winner
DFAU
+15.47%
AMLP
+1.66%
DFAU vs AMLP - Annual Returns (2010 - 2026)
Returns include dividend reinvestment.
| Year | DFAU | AMLP |
|---|---|---|
| 2026 | +10.45% | +11.08% |
| 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% | -35.95% |
| 2019 | N/A | -2.74% |
| 2018 | N/A | -19.83% |
| 2017 | N/A | -14.06% |
| 2016 | N/A | +5.64% |
| 2015 | N/A | -30.69% |
| 2014 | N/A | +0.69% |
| 2013 | N/A | +10.22% |
| 2012 | N/A | -2.98% |
| 2011 | N/A | +4.41% |
| 2010 | N/A | +7.61% |
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 -84.02%, occurring on Mar 18, 2020. Recovery took 2933 trading sessions.
The current DFAU drawdown is -1.09%. The current AMLP drawdown is -7.60%.
| Rank | DFAU | AMLP |
|---|---|---|
| #1 | -23.61% Jan 4, 2022 - Dec 13, 2023 | -84.02% Aug 29, 2014 - Apr 30, 2026 |
| #2 | -19.36% Feb 19, 2025 - Jun 27, 2025 | -15.06% Apr 28, 2011 - Dec 29, 2011 |
| #3 | -8.67% Feb 9, 2026 - Apr 14, 2026 | -10.79% Feb 24, 2012 - Jan 22, 2013 |
| #4 | -8.53% Jul 16, 2024 - Sep 19, 2024 | -7.71% May 19, 2026 - Jun 17, 2026 |
| #5 | -5.50% Mar 28, 2024 - May 15, 2024 | -6.50% Jul 15, 2013 - Apr 21, 2014 |
| #6 | -5.11% Oct 28, 2025 - Dec 5, 2025 | -5.06% May 22, 2013 - Jul 11, 2013 |
| #7 | -4.98% Nov 16, 2021 - Dec 27, 2021 | -4.79% Jul 1, 2014 - Aug 20, 2014 |
| #8 | -4.88% Dec 4, 2024 - Feb 18, 2025 | -4.23% Feb 28, 2011 - Apr 21, 2011 |
| #9 | -4.58% Sep 2, 2021 - Oct 19, 2021 | -2.46% Apr 30, 2026 - May 13, 2026 |
| #10 | -4.25% Jun 2, 2026 - Jun 10, 2026 | -2.36% Nov 9, 2010 - Jan 3, 2011 |
| #11 | -4.14% May 7, 2021 - Jun 8, 2021 | -2.20% Feb 19, 2013 - Mar 21, 2013 |
| #12 | -4.01% Feb 12, 2021 - Mar 11, 2021 | -1.93% May 5, 2014 - Jun 4, 2014 |
| #13 | -3.85% Jan 20, 2021 - Feb 4, 2021 | -1.80% Apr 23, 2013 - May 10, 2013 |
| #14 | -3.42% Jul 12, 2021 - Jul 23, 2021 | -1.78% Jan 14, 2011 - Jan 27, 2011 |
| #15 | -3.10% Oct 8, 2025 - Oct 24, 2025 | -1.73% Jan 5, 2012 - Jan 23, 2012 |
Correlation
Correlation between DFAU and AMLP is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
0.91
-101
Dividend Comparison (2010 - 2026)
DFAU vs AMLP dividend yield comparison.
| Year | DFAU | AMLP |
|---|---|---|
| 2026 | 0.21% | 4.03% |
| 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% | 7.01% |
| 2019 | 0.00% | 1.82% |
| 2018 | 0.00% | 1.86% |
| 2017 | 0.00% | 1.59% |
| 2016 | 0.00% | 1.62% |
| 2015 | 0.00% | 1.97% |
| 2014 | 0.00% | 1.29% |
| 2013 | 0.00% | 1.20% |
| 2012 | 0.00% | 1.25% |
| 2011 | 0.00% | 1.20% |
| 2010 | 0.00% | 0.31% |
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