XLE Bets on Oil Prices. AMLP Collects Tolls. Here's Why That Difference Matters.
Expense ratios, yield focus, and risk profiles set these two funds apart for investors seeking different energy market exposures.
XLE Bets on Oil Prices. AMLP Collects Tolls. Here's Why That Difference Matters.
Overview
State Street Energy Select Sector SPDR ETF (NYSEMKT:XLE) offers broad energy exposure at a lower cost, while Alerian MLP ETF (NYSEMKT:AMLP) specializes in higher-yielding pipeline infrastructure.
Investors looking for energy sector exposure may choose between broad industry giants or focused income strategies. While both funds provide a window into the American energy landscape, they differ significantly in portfolio construction, costs, and tax treatment. Liquidity also varies, as the State Street fund manages a much larger pool of assets.
Details
Beta measures price volatility relative to the S&P 500; beta is calculated from five-year monthly returns. The 1-yr return represents total return over the trailing 12 months. Dividend yield is the trailing-12-month distribution yield.
Source
Originally published at www.fool.com.
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