Compare · 4 funds side by side · dividends reinvested

AMLP, SPY, IVV and VOO

AMLPALPS×SPYSPDR×IVViShares×VOOVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$21,370AMLP · best of the four

02 / 04

AMLP, SPY, IVV and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Alerian MLP ETFSectors · Energy1.01%8.10%+13.2%+15.8%+14.8%+16.4%−11.0%13.4%$12.0B2.1

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$850B2.3

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.7%+9.8%+21.8%+11.4%−8.9%13.5%$1.00T2.3

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.7%+9.7%+21.7%+11.3%−8.9%13.6%$819B3.3

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: AMLP 2010 · SPY 1993 · IVV 2000 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

Alerian MLP ETF · $12.0B$21,370

AMLP

SPY

State Street SPDR S&P 500 ETF · $819B$17,118

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

AMLPMeasureSPY

+13.2%Year to dateJan 1 → Nov 6+8.7%

+15.8%1 yearTotal return+9.7%

+14.8%3 years · per year$10,000 became $15,119 · $18,039+21.7%

+16.4%5 years · per year$10,000 became $21,370 · $17,118+11.3%

1.01%Expense ratio$101 · $9 a year on $10k · lower is better0.09%

8.10%Trailing 12-mo yield$810 · $103 a year on $10k1.03%

−11.0%Worst dropSmaller is better−8.9%

13.4%VolatilityLower is calmer13.6%

AMLPSPY Winner of the row, in its colourEach row: the bigger of the two fills its side

5–3AMLP wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

AMLP vs SPY: Top 5 Holdings

Today

AMLP

62.7%in top 5

SPY

in top 527.8%

AMLPStockSPY

13.2%PAAnot top 5

13.1%MPLXnot top 5

12.8%EPDnot top 5

12.2%ETnot top 5

11.4%WESnot top 5

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

AMLP vs SPY Returns, Every Period

ALPSAMLP

+16.4%

5 years, per year

SPYSPDR

+11.3%

5 years, per year

AMLPSPYFaded: behind in that period

3–1AMLP wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Sector vs Core: AMLP vs IVV

YTD

ALPSAMLP

+13.2%

IVViShares

+8.7%

+13.2%Year to date+8.7%

−11.0%Worst drop · 1Y−8.9%

13.4%Volatility · 1Y13.6%

8.1%Yield1.1%

$12.0BAssets$850B

3–1AMLP wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AMLP, SPY, IVV, VOO

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VOO0.03%$3

SPY0.09%$9

AMLP1.01%$101

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: AMLP, SPY, IVV, VOO

8.10%highest, AMLP

FundTrailing yieldYield$10k

AMLP8.10%$810

IVV1.14%$114

VOO1.10%$110

SPY1.03%$103

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$709most kept, AMLP

AMLP$810 − $101 = $709

IVV$114 − $3 = $111

VOO$110 − $3 = $107

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: AMLP, SPY, IVV, VOO

Today

99.9%most shared, SPY and IVV

AMLPSPYIVVVOO

AMLP—0.0%0.0%0.0%

SPY0.0%—99.9%92.2%

IVV0.0%99.9%—92.2%

VOO0.0%92.2%92.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+15.8%AMLP, at 13.4% volatility

AMLPWorst drop−11.0%13.4% vol

VOOWorst drop−8.9%13.5% vol

SPYWorst drop−8.9%13.6% vol

IVVWorst drop−8.9%13.6% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

AMLPIVV

+13.2%Year to date+8.7%

8.1%Yield1.1%

+15.8%Past year+9.8%

1.01%Fee0.03%

3–1AMLP wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026