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AMLP vs MLPR

Alerian MLP ETF vs ETRACS Quarterly Pay 1.5X Leveraged Alerian MLP Index ETN

AMLP

Alerian MLP ETF

ALPS

Annual cost

1.01%

Fund size

$12.6B

MLPR

ETRACS Quarterly Pay 1.5X Leveraged Alerian MLP Index ETN

UBS

Annual cost

0.00%

Fund size

$11M

Key differences

  • MLPR costs 1.01% less per year.
  • AMLP is significantly larger than MLPR — larger funds tend to be more liquid and less likely to close.
  • AMLP follows a index tracking strategy; MLPR uses leveraged.
  • Over the last 3 years, MLPR has delivered higher annualized returns.
  • AMLP has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

AMLPMLPR
Annual cost (TER)1.01%0.00%
Fund size (AUM)$12.6B$11M
Since20102020
Dividend yield7.35%8.85%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingleveraged
CAGR 1Y+18.2%+35.2%
CAGR 3Y+19.1%+32.2%
CAGR 5Y+18.2%+30.2%
Sharpe 3Y1.021.13
Volatility 1Y11.80%20.56%
Max drawdown-72.61%-48.99%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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