Compare · 3 funds side by side · dividends reinvested

IVV, EMLP and VOO

IVViShares×EMLPFirst Trust×VOOVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$20,336EMLP · best of the three

02 / 04

IVV, EMLP and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust North American Energy Infrastructure FundThematic · Infrastructure0.95%2.85%+16.1%+17.7%+21.4%+15.3%−7.9%11.2%$4.2B1.5

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%$853B2.1

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

Rank among the three1st → 3rdFee, 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: IVV 2000 · EMLP 2012 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

First Trust North American Energy Infrastructure Fund · $4.2B$20,336

EMLP

IVV

iShares Core S&P 500 ETF · $853B$17,177

$10,000 five years ago, dividends reinvested · they hold 2.5% in common

EMLPMeasureIVV

+16.1%Year to dateJan 1 → Nov 6+8.7%

+17.7%1 yearTotal return+9.8%

+21.4%3 years · per year$10,000 became $17,913 · $18,084+21.8%

+15.3%5 years · per year$10,000 became $20,336 · $17,177+11.4%

0.95%Expense ratio$95 · $3 a year on $10k · lower is better0.03%

2.85%Trailing 12-mo yield$285 · $114 a year on $10k1.14%

−7.9%Worst dropSmaller is better−8.9%

11.2%VolatilityLower is calmer13.6%

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

6–2EMLP wins

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

More Ways to See the Pairs

EMLP vs IVV: Top 5 Holdings

Today

EMLP

27.6%in top 5

IVV

in top 527.8%

EMLPStockIVV

8.9%EPDnot top 5

not top 5AAPL7.9%

7.1%ETnot top 5

not top 5NVDA6.9%

not top 5MSFT6.3%

4.4%MPLXnot top 5

not top 5AMZN4.0%

3.6%PAGPnot top 5

3.5%KMInot top 5

not top 5GOOGL2.6%

Held in common2.5%

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

EMLP vs IVV Returns, Every Period

First TrustEMLP

+15.3%

5 years, per year

IVViShares

+11.4%

5 years, per year

EMLPIVVFaded: behind in that period

3–1EMLP wins

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

Thematic vs Core: EMLP vs IVV

YTD

First TrustEMLP

+16.1%

IVViShares

+8.7%

+16.1%Year to date+8.7%

−7.9%Worst drop · 1Y−8.9%

11.2%Volatility · 1Y13.6%

2.8%Yield1.1%

$4.2BAssets$853B

4–0EMLP wins

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

Cost, Income and Risk

Fees: IVV, EMLP, VOO

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VOO0.03%$3

EMLP0.95%$95

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

Yields: IVV, EMLP, VOO

2.85%highest, EMLP

FundTrailing yieldYield$10k

EMLP2.85%$285

IVV1.14%$114

VOO1.10%$110

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

Income After Fees on $10,000

$190most kept, EMLP

EMLP$285 − $95 = $190

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

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

Overlap: IVV, EMLP, VOO

Today

92.2%most shared, IVV and VOO

IVVEMLPVOO

IVV—2.5%92.2%

EMLP2.5%—2.3%

VOO92.2%2.3%—

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

Return vs Bumpiness: 3 ETFs

+17.7%EMLP, at 11.2% volatility

EMLPWorst drop−7.9%11.2% vol

VOOWorst drop−8.9%13.5% 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

EMLPIVV

+16.1%Year to date+8.7%

2.8%Yield1.1%

+17.7%Past year+9.8%

0.95%Fee0.03%

3–1EMLP wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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