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.
Performance
VLPIX vs. AMLP - Performance Comparison
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VLPIX vs. AMLP - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VLPIX Virtus Duff & Phelps Select MLP and Energy Fund | 22.56% | 3.49% | 41.45% | 11.99% | 30.81% | 44.75% | -18.60% | 9.59% | -17.20% | -1.13% |
AMLP Alerian MLP ETF | 14.20% | 5.78% | 22.76% | 21.40% | 25.47% | 39.09% | -32.26% | 5.99% | -12.67% | -7.89% |
Returns By Period
In the year-to-date period, VLPIX achieves a 22.56% return, which is significantly higher than AMLP's 14.20% return. Over the past 10 years, VLPIX has outperformed AMLP with an annualized return of 13.78%, while AMLP has yielded a comparatively lower 8.63% annualized return.
VLPIX
- 1D
- -0.68%
- 1M
- 3.35%
- YTD
- 22.56%
- 6M
- 22.00%
- 1Y
- 22.55%
- 3Y*
- 26.60%
- 5Y*
- 26.26%
- 10Y*
- 13.78%
AMLP
- 1D
- -1.16%
- 1M
- 1.15%
- YTD
- 14.20%
- 6M
- 16.89%
- 1Y
- 9.93%
- 3Y*
- 20.27%
- 5Y*
- 20.38%
- 10Y*
- 8.63%
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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.
Return for Risk
VLPIX vs. AMLP — Risk / Return Rank
VLPIX
AMLP
VLPIX vs. AMLP - Risk-Adjusted Trends 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.
| VLPIX | AMLP | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.27 | 0.62 | +0.65 |
Sortino ratioReturn per unit of downside risk | 1.64 | 0.89 | +0.75 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.13 | +0.13 |
Calmar ratioReturn relative to maximum drawdown | 1.56 | 0.68 | +0.88 |
Martin ratioReturn relative to average drawdown | 4.84 | 1.72 | +3.12 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| VLPIX | AMLP | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.27 | 0.62 | +0.65 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.31 | 1.02 | +0.29 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | 0.31 | +0.25 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.43 | 0.22 | +0.21 |
Correlation
The correlation between VLPIX and AMLP is 0.89, 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.
Dividends
VLPIX vs. AMLP - Dividend Comparison
VLPIX's dividend yield for the trailing twelve months is around 7.86%, more than AMLP's 7.54% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VLPIX Virtus Duff & Phelps Select MLP and Energy Fund | 7.86% | 9.63% | 2.61% | 3.32% | 3.01% | 3.66% | 5.40% | 4.28% | 4.04% | 2.81% | 2.50% | 0.92% |
AMLP Alerian MLP ETF | 7.54% | 8.36% | 7.70% | 7.86% | 7.70% | 8.55% | 12.31% | 9.12% | 9.29% | 7.97% | 8.09% | 9.84% |
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.
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Drawdown Indicators
| VLPIX | AMLP | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -64.56% | -77.19% | +12.63% |
Max Drawdown (1Y)Largest decline over 1 year | -14.61% | -14.27% | -0.34% |
Max Drawdown (5Y)Largest decline over 5 years | -21.26% | -20.92% | -0.34% |
Max Drawdown (10Y)Largest decline over 10 years | -64.56% | -72.62% | +8.06% |
Current DrawdownCurrent decline from peak | -0.68% | -2.17% | +1.49% |
Average DrawdownAverage peak-to-trough decline | -10.79% | -17.57% | +6.78% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.70% | 5.60% | -0.90% |
Volatility
VLPIX vs. AMLP - Volatility Comparison
Virtus Duff & Phelps Select MLP and Energy Fund (VLPIX) has a higher volatility of 3.86% compared to Alerian MLP ETF (AMLP) at 2.92%. 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.
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Volatility by Period
| VLPIX | AMLP | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.86% | 2.92% | +0.94% |
Volatility (6M)Calculated over the trailing 6-month period | 9.43% | 7.86% | +1.57% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.13% | 16.08% | +2.05% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.18% | 20.18% | 0.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.71% | 27.84% | -3.13% |