Tax-loss harvesting alternatives for AMLP

The closest fund alternative to AMLP (Energy Infrastructure) is FENY (Fidelity MSCI Energy ETF), with a return correlation of 0.67 over the past year. Among single names in the fund's slice of the market, OKE (Oneok) tracks it most closely at 0.69 over the past year. Correlations are computed from daily closing-price returns aligned by trading day.

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ETFS

Fund stand-ins

Funds covering similar ground. Two funds tracking the same index may themselves be 'substantially identical' for wash-sale purposes.

Ticker	Name	Focus	Match	1Y	3Y	5Y	10Y
FENY	Fidelity MSCI Energy ETF	Energy Sector	SECTOR	0.67	0.69	0.76	0.77
VDE	Vanguard Energy ETF	Energy Sector	SECTOR	0.66	0.68	0.75	0.76
IYE	iShares US Energy ETF	Energy Sector	SECTOR	0.66	0.69	0.76	0.77
XLE	Energy Select Sector SPDR	Energy Sector	SECTOR	0.66	0.67	0.75	0.77
IEO	iShares US Oil & Gas E&P ETF	Oil & Gas E&P	SUB-IND	0.62	0.66	0.74	0.76
XOP	SPDR S&P Oil & Gas E&P ETF	Oil & Gas E&P	SUB-IND	0.61	0.65	0.74	0.75
IEZ	iShares US Oil Equipment & Services	Oil Services	SUB-IND	0.45	0.58	0.68	0.72
OIH	VanEck Oil Services ETF	Oil Services	SUB-IND	0.45	0.57	0.68	0.71
CRAK	VanEck Oil Refiners ETF	Oil Refiners	SUB-IND	0.41	0.51	0.63	0.64
SPY	SPDR S&P 500 ETF	S&P 500	BROAD	-0.09	0.39	0.47	0.52
IVV	iShares Core S&P 500	S&P 500	BROAD	-0.09	0.39	0.47	0.52
VOO	Vanguard S&P 500 ETF	S&P 500	BROAD	-0.09	0.39	0.47	0.52

STOCKS

Single-name peers

Single names inside the fund's slice of the market.

Ticker	Name	Sub-industry	1Y	3Y	5Y	10Y
OKE	Oneok	Oil & Gas Storage & Transportation	0.69	0.71	0.72	0.79
TRGP	Targa Resources	Oil & Gas Storage & Transportation	0.65	0.69	0.75	0.79
AM	Antero Midstream	Oil & Gas Storage & Transportation	0.57	0.64	0.72	0.62
KNTK	Kinetik Holdings, Inc.	Oil & Gas Storage & Transportation	0.56	0.62	0.60	0.35
KMI	Kinder Morgan	Oil & Gas Storage & Transportation	0.55	0.64	0.70	0.74
WMB	Williams Companies	Oil & Gas Storage & Transportation	0.49	0.62	0.68	0.72
DTM	DT Midstream	Oil & Gas Storage & Transportation	0.47	0.59	0.67	—
VNOM	Viper Energy	Oil & Gas Storage & Transportation	0.46	0.51	0.61	0.65
LPG	Dorian LPG Ltd.	Oil & Gas Storage & Transportation	0.14	0.25	0.34	0.38
INSW	International Seaways, Inc.	Oil & Gas Storage & Transportation	0.13	0.21	0.33	0.29

NEXT STEPS

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Replacement research for AMLP's peers

OKE TRGP AM KNTK KMI WMB DTM VNOM LPG INSW

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Method: Pearson correlation of daily closing-price returns, Yahoo Finance data, series aligned by trading day, refreshed weekly. A cell is blank when overlapping history covers less than 60% of its window. Correlation is descriptive, not predictive. Wash-sale treatment depends on facts and circumstances — confirm with a tax professional. Not investment advice.