Compare · 4 funds side by side · dividends reinvested

MLPI, IVV, SCHD and SPY

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,530IVV · best of the four

Story of the four · IncomeMost incomeMLPI · 14.02% · $1,402 a year on $10k

Story of the four · RiskSmallest drop

MLPI, IVV, SCHD and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.6%+39.3%+19.9%+10.4%−6.9%11.8%$123B1.8

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+12.3%+12.7%+21.9%+11.9%−8.9%13.7%$872B2.1

MLP & Energy Infrastructure High Income ETFIncome · Dividend stocks0.68%14.02%+16.4%[…][…][…][…][…]$893M2.3

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.00%+12.3%+12.7%+21.8%+11.8%−8.9%13.7%$792B2.8

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 11, 2026 · returns include dividends · since: MLPI 2025 · IVV 2000 · SCHD 2011 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

5Y

MLP & Energy Infrastructure High Income ETF · $893M[…]

MLPI

More Ways to See the Pairs

MLPI vs SCHD: Top 5 Holdings

Today

MLPI

32.4%in top 5

SCHD

in top 521.7%

MLPIStockSCHD

9.3%WMBnot top 5

6.7%KMInot top 5

6.4%OKEnot top 5

5.2%LNGnot top 5

4.9%TRGPnot top 5

Cost, Income and Risk

Fees: MLPI, IVV, SCHD, SPY

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SCHD0.06%$6

SPY0.09%$9

MLPI0.68%$68

End-of-day Nov 11, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

VOO vs IVV

YTD

VanguardVOO

+12.3%

IVViShares

+12.3%

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,418

$10,000 five years ago, dividends reinvested · they hold 1.3% in common

MLPIMeasureSCHD

+16.4%Year to dateJan 1 → Nov 11+34.6%

[…]1 yearTotal return+39.3%

[…]3 years · per year$10,000 became […] · $17,234+19.9%

[…]5 years · per year$10,000 became […] · $16,418+10.4%

0.68%Expense ratio$68 · $6 a year on $10k · lower is better0.06%

14.02%Trailing 12-mo yield$1,402 · $293 a year on $10k2.93%

[…]Worst dropSmaller is better−6.9%

[…]VolatilityLower is calmer11.8%

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

1–2SCHD wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5TXN4.6%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.3%

not top 5AMGN4.1%

Held in common1.3%

End-of-day Nov 11, 2026 · share of each fund

MLPI vs SCHD Returns, Every Period

1Y

NEOSMLPI

[…]

past year

SCHDSchwab

+39.3%

past year

MLPISCHDFaded: behind in that period

0–1SCHD wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

MLPI vs SCHD

YTD

NEOSMLPI

+16.4%

SCHDSchwab

+34.6%

+16.4%Year to date+34.6%

[…]Worst drop · 1Y−6.9%

[…]Volatility · 1Y11.8%

14.0%Yield2.9%

$893MAssets$123B

1–1level

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

Yields: MLPI, IVV, SCHD, SPY

1Y

14.02%highest, MLPI

FundTrailing yieldYield$10k

MLPI14.02%$1,402

SCHD2.93%$293

IVV1.10%$110

SPY1.00%$100

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,334most kept, MLPI

MLPI$1,402 − $68 = $1,334

SCHD$293 − $6 = $287

IVV$110 − $3 = $107

SPY$100 − $9 = $91

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: MLPI, IVV, SCHD, SPY

Today

99.9%most shared, IVV and SPY

MLPIIVVSCHDSPY

MLPI—0.4%1.3%0.4%

IVV0.4%—8.6%99.9%

SCHD1.3%8.6%—8.6%

SPY0.4%99.9%8.6%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+39.3%SCHD, at 11.8% volatility

SCHDWorst drop−6.9%11.8% vol

SPYWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.7% vol

MLPIWorst drop[…][…]

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

MLPISCHD

+16.4%Year to date+34.6%

14.0%Yield2.9%

[…]Past year+39.3%

0.68%Fee0.06%

2–1SCHD wins

End-of-day Nov 11, 2026

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 11, 2026

Year to date

+12.3%

1.1%Yield1.1%

$1.00TAssets$872B

0–0level

End-of-day Nov 11, 2026

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MLPI, IVV, SCHD and SPY

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four