Compare · 3 funds side by side · dividends reinvested

IVV, MLPR and VOO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$32,202MLPR · best of the three

02 / 04

IVV, MLPR and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.09%+13.4%+13.5%+24.2%+12.6%−8.9%12.9%$887B1.8

ETRACS Quarterly Pay 1.5X Leveraged Alerian MLP Index ETNUnsorted0.95%10.42%+23.8%+31.4%+24.3%+26.4%−16.1%23.3%$10M1.8

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.05%+13.4%+13.5%+24.2%+12.6%−8.9%12.8%$1.00T2.4

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

End-of-day Nov 4, 2026 · returns include dividends · since: IVV 2000 · MLPR 2020 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $887B$18,118

IVV

MLPR

ETRACS Quarterly Pay 1.5X Leveraged Alerian MLP Index ETN · $10M$32,202

$10,000 five years ago, dividends reinvested

IVVMeasureMLPR

+13.4%Year to dateJan 1 → Nov 4+23.8%

+13.5%1 yearTotal return+31.4%

+24.2%3 years · per year$10,000 became $19,178 · $19,226+24.3%

+12.6%5 years · per year$10,000 became $18,118 · $32,202+26.4%

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

1.09%Trailing 12-mo yield$109 · $1,042 a year on $10k10.42%

−8.9%Worst dropSmaller is better−16.1%

12.9%VolatilityLower is calmer23.3%

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

3–5MLPR wins

End-of-day Nov 4, 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

27.3%in top 5

MLPR

in top 5[…]

IVVStockMLPR

7.7%NVDAnot top 5

7.4%AAPLnot top 5

5.9%MSFTnot top 5

3.8%AMZNnot top 5

2.5%GOOGLnot top 5

Held in common[…]

End-of-day Nov 4, 2026 · share of each fund

IVV vs MLPR Returns, Every Period

iSharesIVV

+12.6%

5 years, per year

MLPRETRACS

+26.4%

5 years, per year

IVVMLPRFaded: behind in that period

0–4MLPR wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Core vs Unsorted: IVV vs MLPR

YTD

iSharesIVV

+13.4%

MLPRETRACS

+23.8%

+13.4%Year to date+23.8%

−8.9%Worst drop · 1Y−16.1%

12.9%Volatility · 1Y23.3%

1.1%Yield10.4%

$887BAssets$9.8M

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IVV, MLPR, VOO

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VOO0.03%$3

MLPR0.95%$95

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: IVV, MLPR, VOO

10.42%highest, MLPR

FundTrailing yieldYield$10k

MLPR10.42%$1,042

IVV1.09%$109

VOO1.05%$105

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$947most kept, MLPR

MLPR$1,042 − $95 = $947

IVV$109 − $3 = $106

VOO$105 − $3 = $102

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: IVV, MLPR, VOO

Today

94.5%most shared, IVV and VOO

IVVMLPRVOO

IVV—[…]94.5%

MLPR[…]—[…]

VOO94.5%[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+31.4%MLPR, at 23.3% volatility

VOOWorst drop−8.9%12.8% vol

IVVWorst drop−8.9%12.9% vol

MLPRWorst drop−16.1%23.3% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

MLPRIVV

+23.8%Year to date+13.4%

10.4%Yield1.1%

+31.4%Past year+13.5%

0.95%Fee0.03%

3–1MLPR wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026