Compare · 4 funds side by side · dividends reinvested

IVV, AMLP, SPYM and SPY

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$21,130AMLP · best of the four

02 / 04

IVV, AMLP, SPYM and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Alerian MLP ETFSectors · Energy1.01%8.03%+14.2%+16.6%+13.9%+16.1%−11.0%13.4%$12.1B2.1

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.03%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$179B2.1

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%$875B2.5

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.2%+13.5%+21.9%+11.8%−8.9%13.7%$778B3.3

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

End-of-day Nov 9, 2026 · returns include dividends · since: IVV 2000 · AMLP 2010 · SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $875B$17,545

IVV

AMLP

Alerian MLP ETF · $12.1B$21,130

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

IVVMeasureAMLP

+11.3%Year to dateJan 1 → Nov 9+14.2%

+13.6%1 yearTotal return+16.6%

+22.0%3 years · per year$10,000 became $18,159 · $14,790+13.9%

+11.9%5 years · per year$10,000 became $17,545 · $21,130+16.1%

0.03%Expense ratio$3 · $101 a year on $10k · lower is better1.01%

1.11%Trailing 12-mo yield$111 · $803 a year on $10k8.03%

−8.9%Worst dropSmaller is better−11.0%

13.8%VolatilityLower is calmer13.4%

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

3–5AMLP wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IVV vs AMLP: Top 5 Holdings

Today

IVV

27.8%in top 5

AMLP

in top 562.2%

IVVStockAMLP

not top 5EPD13.0%

not top 5MPLX12.9%

not top 5PAA12.8%

not top 5ET12.0%

not top 5WES11.4%

7.9%AAPLnot top 5

7.1%NVDAnot top 5

6.2%MSFTnot top 5

4.0%AMZNnot top 5

2.6%GOOGLnot top 5

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

IVV vs AMLP Returns, Every Period

iSharesIVV

+11.9%

5 years, per year

AMLPALPS

+16.1%

5 years, per year

IVVAMLPFaded: behind in that period

1–3AMLP wins

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

Core vs Sector: IVV vs AMLP

YTD

iSharesIVV

+11.3%

AMLPALPS

+14.2%

+11.3%Year to date+14.2%

−8.9%Worst drop · 1Y−11.0%

13.8%Volatility · 1Y13.4%

1.1%Yield8.0%

$875BAssets$12.1B

3–1AMLP wins

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

Cost, Income and Risk

Fees: IVV, AMLP, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IVV0.03%$3

SPY0.09%$9

AMLP1.01%$101

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

Yields: IVV, AMLP, SPYM, SPY

8.03%highest, AMLP

FundTrailing yieldYield$10k

AMLP8.03%$803

IVV1.11%$111

SPYM1.03%$103

SPY1.01%$101

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

Income After Fees on $10,000

$702most kept, AMLP

AMLP$803 − $101 = $702

IVV$111 − $3 = $108

SPYM$103 − $2 = $101

SPY$101 − $9 = $92

KeptFee

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

Overlap: IVV, AMLP, SPYM, SPY

Today

99.9%most shared, IVV and SPYM

IVVAMLPSPYMSPY

IVV—0.0%99.9%99.9%

AMLP0.0%—0.0%0.0%

SPYM99.9%0.0%—99.9%

SPY99.9%0.0%99.9%—

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

Return vs Bumpiness: 4 ETFs

+16.6%AMLP, at 13.4% volatility

AMLPWorst drop−11.0%13.4% vol

SPYMWorst drop−8.9%13.7% vol

SPYWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.8% vol

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

Paid More vs Made More

YTD

AMLPSPYM

+14.2%Year to date+11.3%

8.0%Yield1.0%

+16.6%Past year+13.6%

1.01%Fee0.02%

3–1AMLP wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

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%

$122BAssets$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