AMLP vs VXUS

AMLP vs VXUS

Which is better, AMLP or VXUS?

Mid Cap Value against Large Cap Blend.

VXUS has a lower expense ratio. AMLP led over 5Y, VXUS over 1Y, 3Y and the full window.

Lower Fees: VXUSHigher Returns: split

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricAMLPVXUS
Expense Ratio1.01%0.05%Best
AUM$13.4B$158.1B
Dividend Yield7.28%2.59%
Holdings158,747
YTD Return+24.49%Best+16.15%
1Y Return+25.32%+27.58%Best
3Y Return (annualized)+19.30%+20.48%Best
5Y Return (annualized)+20.29%Best+9.09%
Volatility (annualized)25.6%15.0%Best
Max Drawdown-85.4%-39.9%Best
$10,000 over 5 years$25,185Best$15,450
Fund FamilyALPS AdvisorsVanguard (US)
CategoryEquityEquity
StyleMid Cap ValueLarge Cap Blend
InceptionAug 25, 2010Jan 26, 2011

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Jan 28, 2011 to Sep 4, 2026 (15.6 years).

AMLP vs VXUS growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 15.6 years both funds cover.

AMLP vs VXUS Performance

Alerian MLP ETF (AMLP) is an ETF from ALPS Advisors and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year AMLP returned +25.32% while VXUS returned +27.58%. Year to date, AMLP is up 24.49% versus a gain of 16.15% for VXUS.

Over three years, AMLP compounded at +19.30% per year against +20.48% for VXUS; over five years the annualized figures are +20.29% and +9.09% respectively. Across the full 16-year window we track, VXUS has the edge at +4.93% annualized vs +0.57%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

AMLP has been the more volatile fund, with annualized monthly volatility of 25.6% compared with 15.0% for VXUS. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -85.4% for AMLP and -39.9% for VXUS. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.53. They move together some of the time, and apart the rest.

Fees and Cost Over Time

AMLP charges 1.01% per year while VXUS charges 0.05%. On a $10,000 position that is $101 vs $5 annually, a gap of $96 per year that compounds over a long holding period. On income, AMLP currently yields 7.28% against 2.59% for VXUS.

Holdings Overlap

We hold position weights for 14 holdings in AMLP and 8,094 in VXUS, totalling 99.7% and 87.7% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 14 positions we hold weights for in AMLP and 8,094 in VXUS, against full books of 15 and 8,747.

What only one of them owns

Measured across the 14 and 8,094 positions we hold weights for.

VXUS holds 50 positions AMLP does not, 2.1% of the fund.

Largest: SHEL 0.48%, BALN 3.4 04/15/30 14 0.16%, PRYMY 0.11%, VWO 0.11%, BASFY 0.11%

You are not choosing between two funds in isolation.

Whichever of AMLP and VXUS you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

AMLPVXUS

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, AMLP or VXUS?

AMLP has an expense ratio of 1.01% while VXUS charges 0.05%. VXUS is the cheaper option, by $96 a year on a $10,000 investment.

Which performed better, AMLP or VXUS?

Over the past year AMLP returned +25.32% vs +27.58% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (16 years), AMLP annualized +0.57% vs +4.93% for VXUS. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, AMLP or VXUS?

AMLP has been the more volatile fund at 25.6% annualized versus 15.0% for VXUS. Worst drawdown: AMLP -85.4% vs VXUS -39.9%.

Should I hold both AMLP and VXUS?

AMLP and VXUS have a monthly-return correlation of 0.53, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, AMLP or VXUS?

AMLP yields 7.28% while VXUS yields 2.59%, so AMLP currently pays the higher dividend yield.

Is VXUS better than AMLP?

VXUS has a lower expense ratio. AMLP led over 5Y, VXUS over 1Y, 3Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.