Compare · 3 funds side by side · dividends reinvested

MLPB, SPY and IVV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$23,254MLPB · best of the three

02 / 04

MLPB, SPY and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.4%+9.7%+22.1%+11.4%−8.9%13.6%$850B1.8

ETRACS Alerian MLP Infrastructure Index ETN Series BThematic · Infrastructure0.85%6.38%+15.3%+20.1%+17.0%+18.4%−12.5%15.2%$208M2.0

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.3%+9.7%+22.0%+11.3%−8.9%13.6%$819B2.3

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

End-of-day Nov 5, 2026 · returns include dividends · since: MLPB 2015 · SPY 1993 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

ETRACS Alerian MLP Infrastructure Index ETN Series B · $208M$23,254

MLPB

SPY

State Street SPDR S&P 500 ETF · $819B$17,099

$10,000 five years ago, dividends reinvested

MLPBMeasureSPY

+15.3%Year to dateJan 1 → Nov 5+8.3%

+20.1%1 yearTotal return+9.7%

+17.0%3 years · per year$10,000 became $16,000 · $18,174+22.0%

+18.4%5 years · per year$10,000 became $23,254 · $17,099+11.3%

0.85%Expense ratio$85 · $9 a year on $10k · lower is better0.09%

6.38%Trailing 12-mo yield$638 · $103 a year on $10k1.03%

−12.5%Worst dropSmaller is better−8.9%

15.2%VolatilityLower is calmer13.6%

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

4–4Level

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

More Ways to See the Pairs

MLPB vs SPY: Top 5 Holdings

Today

MLPB

[…]in top 5

SPY

in top 527.7%

MLPBStockSPY

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

not top 5AMZN3.9%

not top 5GOOGL2.6%

Held in common[…]

End-of-day Nov 5, 2026 · share of each fund

MLPB vs SPY Returns, Every Period

ETRACSMLPB

+18.4%

5 years, per year

SPYSPDR

+11.3%

5 years, per year

MLPBSPYFaded: behind in that period

3–1MLPB wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Thematic vs Core: MLPB vs IVV

YTD

ETRACSMLPB

+15.3%

IVViShares

+8.4%

+15.3%Year to date+8.4%

−12.5%Worst drop · 1Y−8.9%

15.2%Volatility · 1Y13.6%

6.4%Yield1.1%

$208MAssets$850B

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: MLPB, SPY, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SPY0.09%$9

MLPB0.85%$85

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: MLPB, SPY, IVV

6.38%highest, MLPB

FundTrailing yieldYield$10k

MLPB6.38%$638

IVV1.14%$114

SPY1.03%$103

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$553most kept, MLPB

MLPB$638 − $85 = $553

IVV$114 − $3 = $111

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: MLPB, SPY, IVV

Today

99.9%most shared, SPY and IVV

MLPBSPYIVV

MLPB—[…][…]

SPY[…]—99.9%

IVV[…]99.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+20.1%MLPB, at 15.2% volatility

SPYWorst drop−8.9%13.6% vol

IVVWorst drop−8.9%13.6% vol

MLPBWorst drop−12.5%15.2% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

MLPBIVV

+15.3%Year to date+8.4%

6.4%Yield1.1%

+20.1%Past year+9.7%

0.85%Fee0.03%

3–1MLPB wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026