Compare · 3 funds side by side · dividends reinvested

AMZA, VOO and IVV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$24,962AMZA · best of the three

02 / 04

AMZA, VOO and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.3%+13.6%+22.0%+11.9%−8.9%13.8%$853B1.6

InfraCap MLP ETFSectors · Energy1.72%8.67%+24.9%+28.6%+18.3%+20.1%−11.4%19.8%$441M2.0

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$1.00T2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: AMZA 2014 · VOO 2010 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

InfraCap MLP ETF · $441M$24,962

AMZA

VOO

Vanguard S&P 500 ETF · $1.00T$17,543

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

AMZAMeasureVOO

+24.9%Year to dateJan 1 → Nov 9+11.3%

+28.6%1 yearTotal return+13.6%

+18.3%3 years · per year$10,000 became $16,551 · $18,159+22.0%

+20.1%5 years · per year$10,000 became $24,962 · $17,543+11.9%

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

8.67%Trailing 12-mo yield$867 · $107 a year on $10k1.07%

−11.4%Worst dropSmaller is better−8.9%

19.8%VolatilityLower is calmer13.7%

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

4–4Level

End-of-day Nov 9, 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

63.9%in top 5

VOO

in top 528.3%

AMZAStockVOO

15.9%ETnot top 5

12.3%EPDnot top 5

12.3%MPLXnot top 5

11.9%PAAnot top 5

11.7%SUNnot 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 9, 2026 · share of each fund

AMZA vs VOO Returns, Every Period

VirtusAMZA

+20.1%

5 years, per year

VOOVanguard

+11.9%

5 years, per year

AMZAVOOFaded: behind in that period

3–1AMZA wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Sector vs Core: AMZA vs IVV

YTD

VirtusAMZA

+24.9%

IVViShares

+11.3%

+24.9%Year to date+11.3%

−11.4%Worst drop · 1Y−8.9%

19.8%Volatility · 1Y13.8%

8.7%Yield1.1%

$441MAssets$853B

2–2level

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AMZA, VOO, IVV

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

IVV0.03%$3

AMZA1.72%$172

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: AMZA, VOO, IVV

8.67%highest, AMZA

FundTrailing yieldYield$10k

AMZA8.67%$867

IVV1.11%$111

VOO1.07%$107

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$695most kept, AMZA

AMZA$867 − $172 = $695

IVV$111 − $3 = $108

VOO$107 − $3 = $104

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: AMZA, VOO, IVV

Today

92.7%most shared, VOO and IVV

AMZAVOOIVV

AMZA—0.7%0.7%

VOO0.7%—92.7%

IVV0.7%92.7%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+28.6%AMZA, at 19.8% volatility

VOOWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.8% vol

AMZAWorst drop−11.4%19.8% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

AMZAIVV

+24.9%Year to date+11.3%

8.7%Yield1.1%

+28.6%Past year+13.6%

1.72%Fee0.03%

3–1AMZA wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026