Compare · 4 funds side by side · dividends reinvested

IVV, MLPR, SPY and VOO

IVViShares×MLPRETRACS×SPYSPDR×VOOVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$31,405MLPR · best of the four

02 / 04

IVV, MLPR, SPY and VOO, 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%$853B1.9

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%$1.00T2.4

ETRACS Quarterly Pay 1.5X Leveraged Alerian MLP Index ETNUnsorted0.95%10.65%+21.1%+25.5%+20.9%+25.7%−19.4%23.6%$9M2.5

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%$778B3.1

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 · MLPR 2020 · SPY 1993 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $853B$17,545

IVV

MLPR

ETRACS Quarterly Pay 1.5X Leveraged Alerian MLP Index ETN · $9M$31,405

$10,000 five years ago, dividends reinvested

IVVMeasureMLPR

+11.3%Year to dateJan 1 → Nov 9+21.1%

+13.6%1 yearTotal return+25.5%

+22.0%3 years · per year$10,000 became $18,159 · $17,683+20.9%

+11.9%5 years · per year$10,000 became $17,545 · $31,405+25.7%

0.03%Expense ratio$3 · $95 a year on $10k · lower is better0.95%

1.11%Trailing 12-mo yield$111 · $1,065 a year on $10k10.65%

−8.9%Worst dropSmaller is better−19.4%

13.8%VolatilityLower is calmer23.6%

IVVMLPR 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

IVV vs MLPR: Top 5 Holdings

Today

IVV

27.8%in top 5

MLPR

in top 5[…]

IVVStockMLPR

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 common[…]

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

IVV vs MLPR Returns, Every Period

iSharesIVV

+11.9%

5 years, per year

MLPRETRACS

+25.7%

5 years, per year

IVVMLPRFaded: behind in that period

1–3MLPR wins

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

Core vs Unsorted: IVV vs MLPR

YTD

iSharesIVV

+11.3%

MLPRETRACS

+21.1%

+11.3%Year to date+21.1%

−8.9%Worst drop · 1Y−19.4%

13.8%Volatility · 1Y23.6%

1.1%Yield10.7%

$853BAssets$9.5M

2–2level

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

Cost, Income and Risk

Fees: IVV, MLPR, SPY, VOO

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VOO0.03%$3

SPY0.09%$9

MLPR0.95%$95

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

Yields: IVV, MLPR, SPY, VOO

10.65%highest, MLPR

FundTrailing yieldYield$10k

MLPR10.65%$1,065

IVV1.11%$111

VOO1.07%$107

SPY1.01%$101

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

Income After Fees on $10,000

$970most kept, MLPR

MLPR$1,065 − $95 = $970

IVV$111 − $3 = $108

VOO$107 − $3 = $104

SPY$101 − $9 = $92

KeptFee

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

Overlap: IVV, MLPR, SPY, VOO

Today

99.9%most shared, IVV and SPY

IVVMLPRSPYVOO

IVV—[…]99.9%92.7%

MLPR[…]—[…][…]

SPY99.9%[…]—92.7%

VOO92.7%[…]92.7%—

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

Return vs Bumpiness: 4 ETFs

+25.5%MLPR, at 23.6% volatility

VOOWorst drop−8.9%13.7% vol

SPYWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.8% vol

MLPRWorst drop−19.4%23.6% vol

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

Paid More vs Made More

YTD

MLPRIVV

+21.1%Year to date+11.3%

10.7%Yield1.1%

+25.5%Past year+13.6%

0.95%Fee0.03%

3–1MLPR wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

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