Compare · 2 funds side by side · dividends reinvested

AMZA and VOO

AMZAVirtus×VOOVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$26,063AMZA · best of the two

02 / 04

AMZA and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

InfraCap MLP ETFSectors · Energy1.72%8.24%+31.6%+36.3%+21.8%+21.1%−8.2%19.0%$470M1.4

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.5%+11.9%+24.1%+12.2%−8.9%12.7%$1.00T1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: AMZA 2014 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

InfraCap MLP ETF · $470M$26,063

AMZA

VOO

Vanguard S&P 500 ETF · $1.00T$17,749

$10,000 five years ago, dividends reinvested · they hold 0.7% in common

AMZAMeasureVOO

+31.6%Year to dateJan 1 → Nov 3+11.5%

+36.3%1 yearTotal return+11.9%

+21.8%3 years · per year$10,000 became $18,084 · $19,094+24.1%

+21.1%5 years · per year$10,000 became $26,063 · $17,749+12.2%

1.72%Expense ratio$172 · $3 a year on $10k · lower is better0.03%

8.24%Trailing 12-mo yield$824 · $107 a year on $10k1.07%

−8.2%Worst dropSmaller is better−8.9%

19.0%VolatilityLower is calmer12.7%

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

5–3AMZA wins

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

More Ways to See the Pairs

AMZA vs VOO: Top 5 Holdings

Today

AMZA

66.5%in top 5

VOO

in top 528.3%

AMZAStockVOO

16.0%ETnot top 5

13.6%SUNnot top 5

13.0%PAAnot top 5

12.0%MPLXnot top 5

11.9%EPDnot top 5

not top 5NVDA8.4%

not top 5AAPL7.4%

not top 5MSFT5.8%

not top 5AMZN3.7%

not top 5GOOGL3.1%

Held in common0.7%

End-of-day Nov 3, 2026 · share of each fund

AMZA vs VOO Returns, Every Period

VirtusAMZA

+21.1%

5 years, per year

VOOVanguard

+12.2%

5 years, per year

AMZAVOOFaded: behind in that period

3–1AMZA wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Sector vs Core: AMZA vs VOO

YTD

VirtusAMZA

+31.6%

VOOVanguard

+11.5%

+31.6%Year to date+11.5%

−8.2%Worst drop · 1Y−8.9%

19.0%Volatility · 1Y12.7%

8.2%Yield1.1%

$470MAssets$1.00T

3–1AMZA wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AMZA, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

AMZA1.72%$172

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: AMZA, VOO

8.24%highest, AMZA

FundTrailing yieldYield$10k

AMZA8.24%$824

VOO1.07%$107

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$652most kept, AMZA

AMZA$824 − $172 = $652

VOO$107 − $3 = $104

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: AMZA, VOO

Today

0.7%most shared, AMZA and VOO

AMZAVOO

AMZA—0.7%

VOO0.7%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+36.3%AMZA, at 19.0% volatility

VOOWorst drop−8.9%12.7% vol

AMZAWorst drop−8.2%19.0% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

AMZAVOO

+31.6%Year to date+11.5%

8.2%Yield1.1%

+36.3%Past year+11.9%

1.72%Fee0.03%

3–1AMZA wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026