Compare · 4 funds side by side · dividends reinvested

IVV, MLPI, SCHD and VOO

IVViShares×MLPINEOS×SCHDSchwab×VOOVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,545IVV · best of the four

02 / 04

IVV, MLPI, SCHD and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$120B1.9

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%$853B2.0

MLP & Energy Infrastructure High Income ETFIncome · Dividend stocks0.68%14.43%+13.2%[…][…][…][…][…]$872M2.3

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%$1.00T2.6

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 · MLPI 2025 · SCHD 2011 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

MLP & Energy Infrastructure High Income ETF · $872M[…]

MLPI

VOO

Vanguard S&P 500 ETF · $1.00T$17,543

$10,000 five years ago, dividends reinvested · they hold 0.4% in common

MLPIMeasureVOO

+13.2%Year to dateJan 1 → Nov 9+11.3%

[…]1 yearTotal return+13.6%

[…]3 years · per year$10,000 became […] · $18,159+22.0%

[…]5 years · per year$10,000 became […] · $17,543+11.9%

0.68%Expense ratio$68 · $3 a year on $10k · lower is better0.03%

14.43%Trailing 12-mo yield$1,443 · $107 a year on $10k1.07%

[…]Worst dropSmaller is better−8.9%

[…]VolatilityLower is calmer13.7%

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

2–1MLPI wins

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

More Ways to See the Pairs

MLPI vs VOO: Top 5 Holdings

Today

MLPI

32.0%in top 5

VOO

in top 528.3%

MLPIStockVOO

9.1%WMBnot top 5

not top 5NVDA8.4%

not top 5AAPL7.4%

6.6%KMInot top 5

6.4%OKEnot top 5

not top 5MSFT5.8%

5.1%LNGnot top 5

4.8%MPLXnot top 5

not top 5AMZN3.7%

not top 5GOOGL3.1%

Held in common0.4%

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

MLPI vs VOO Returns, Every Period

NEOSMLPI

[…]

past year

VOOVanguard

+13.6%

past year

MLPIVOOFaded: behind in that period

1–0MLPI wins

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

MLPI vs SCHD

YTD

NEOSMLPI

+13.2%

SCHDSchwab

+33.2%

+13.2%Year to date+33.2%

[…]Worst drop · 1Y−6.9%

[…]Volatility · 1Y11.8%

14.4%Yield3.0%

$872MAssets$120B

1–1level

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

Cost, Income and Risk

Fees: IVV, MLPI, SCHD, VOO

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VOO0.03%$3

SCHD0.06%$6

MLPI0.68%$68

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

Yields: IVV, MLPI, SCHD, VOO

14.43%highest, MLPI

FundTrailing yieldYield$10k

MLPI14.43%$1,443

SCHD2.96%$296

IVV1.11%$111

VOO1.07%$107

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

Income After Fees on $10,000

$1,375most kept, MLPI

MLPI$1,443 − $68 = $1,375

SCHD$296 − $6 = $290

IVV$111 − $3 = $108

VOO$107 − $3 = $104

KeptFee

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

Overlap: IVV, MLPI, SCHD, VOO

Today

92.7%most shared, IVV and VOO

IVVMLPISCHDVOO

IVV—0.4%8.6%92.7%

MLPI0.4%—1.3%0.4%

SCHD8.6%1.3%—7.6%

VOO92.7%0.4%7.6%—

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

Return vs Bumpiness: 4 ETFs

+39.1%SCHD, at 11.8% volatility

SCHDWorst drop−6.9%11.8% vol

VOOWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.8% vol

MLPIWorst drop[…][…]

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

Paid More vs Made More

YTD

MLPISCHD

+13.2%Year to date+33.2%

14.4%Yield3.0%

[…]Past year+39.1%

0.68%Fee0.06%

2–1SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

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

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

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