VLPIX vs. AMLP
Compare and contrast key facts about Virtus Duff & Phelps Select MLP and Energy Fund (VLPIX) and Alerian MLP ETF (AMLP).
VLPIX is managed by Virtus. It was launched on Sep 8, 2015. AMLP is a passively managed fund by SS&C that tracks the performance of the Alerian MLP Infrastructure Index. It was launched on Aug 23, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VLPIX or AMLP.
Correlation
The correlation between VLPIX and AMLP is 0.90, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
VLPIX vs. AMLP - Performance Comparison
Key characteristics
VLPIX:
2.96
AMLP:
1.64
VLPIX:
3.70
AMLP:
2.28
VLPIX:
1.52
AMLP:
1.28
VLPIX:
4.65
AMLP:
2.82
VLPIX:
16.83
AMLP:
8.53
VLPIX:
2.52%
AMLP:
2.76%
VLPIX:
14.28%
AMLP:
14.38%
VLPIX:
-64.56%
AMLP:
-77.19%
VLPIX:
-5.70%
AMLP:
-1.30%
Returns By Period
In the year-to-date period, VLPIX achieves a 2.90% return, which is significantly lower than AMLP's 9.41% return.
VLPIX
2.90%
-3.67%
16.63%
40.65%
22.02%
N/A
AMLP
9.41%
1.43%
14.45%
21.64%
15.94%
3.57%
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VLPIX vs. AMLP - Expense Ratio Comparison
VLPIX has a 1.17% expense ratio, which is higher than AMLP's 0.90% expense ratio.
Risk-Adjusted Performance
VLPIX vs. AMLP — Risk-Adjusted Performance Rank
VLPIX
AMLP
VLPIX vs. AMLP - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus Duff & Phelps Select MLP and Energy Fund (VLPIX) and Alerian MLP ETF (AMLP). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
VLPIX vs. AMLP - Dividend Comparison
VLPIX's dividend yield for the trailing twelve months is around 2.54%, less than AMLP's 7.35% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VLPIX Virtus Duff & Phelps Select MLP and Energy Fund | 2.54% | 2.61% | 3.32% | 3.01% | 3.66% | 5.40% | 4.29% | 4.03% | 2.81% | 2.50% | 0.92% | 0.00% |
AMLP Alerian MLP ETF | 7.35% | 7.70% | 7.86% | 7.70% | 8.55% | 12.31% | 9.12% | 9.30% | 7.97% | 8.09% | 9.84% | 6.45% |
Drawdowns
VLPIX vs. AMLP - Drawdown Comparison
The maximum VLPIX drawdown since its inception was -64.56%, smaller than the maximum AMLP drawdown of -77.19%. Use the drawdown chart below to compare losses from any high point for VLPIX and AMLP. For additional features, visit the drawdowns tool.
Volatility
VLPIX vs. AMLP - Volatility Comparison
Virtus Duff & Phelps Select MLP and Energy Fund (VLPIX) has a higher volatility of 6.03% compared to Alerian MLP ETF (AMLP) at 4.95%. This indicates that VLPIX's price experiences larger fluctuations and is considered to be riskier than AMLP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.