Compare · 4 funds side by side · dividends reinvested

MLPI, IVV, SPYM and VOO

MLPINEOS×IVViShares×SPYMSPDR×VOOVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,555SPYM · best of the four

02 / 04

MLPI, IVV, SPYM and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.03%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$179B1.9

MLP & Energy Infrastructure High Income ETFIncome · Dividend stocks0.68%14.43%+13.2%[…][…][…][…][…]$872M2.0

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$853B2.4

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

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: MLPI 2025 · IVV 2000 · SPYM 2005 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

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

MLPI

IVV

iShares Core S&P 500 ETF · $853B$17,177

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

MLPIMeasureIVV

+13.2%Year to dateJan 1 → Nov 9+8.7%

[…]1 yearTotal return+9.8%

[…]3 years · per year$10,000 became […] · $18,084+21.8%

[…]5 years · per year$10,000 became […] · $17,177+11.4%

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

14.43%Trailing 12-mo yield$1,443 · $114 a year on $10k1.14%

[…]Worst dropSmaller is better−8.9%

[…]VolatilityLower is calmer13.6%

MLPIIVV 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 IVV: Top 5 Holdings

Today

MLPI

32.2%in top 5

IVV

in top 527.8%

MLPIStockIVV

9.1%WMBnot top 5

not top 5AAPL7.9%

not top 5NVDA6.9%

6.7%KMInot top 5

6.5%OKEnot top 5

not top 5MSFT6.3%

5.1%LNGnot top 5

4.9%TRGPnot top 5

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common0.4%

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

MLPI vs IVV Returns, Every Period

NEOSMLPI

[…]

past year

IVViShares

+9.8%

past year

MLPIIVVFaded: behind in that period

1–0MLPI wins

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

Income vs Core: MLPI vs IVV

YTD

NEOSMLPI

+13.2%

IVViShares

+8.7%

+13.2%Year to date+8.7%

[…]Worst drop · 1Y−8.9%

[…]Volatility · 1Y13.6%

14.4%Yield1.1%

$872MAssets$853B

2–0MLPI wins

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

Cost, Income and Risk

Fees: MLPI, IVV, SPYM, VOO

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IVV0.03%$3

VOO0.03%$3

MLPI0.68%$68

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

Yields: MLPI, IVV, SPYM, VOO

14.43%highest, MLPI

FundTrailing yieldYield$10k

MLPI14.43%$1,443

IVV1.14%$114

VOO1.07%$107

SPYM1.03%$103

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

IVV$114 − $3 = $111

VOO$107 − $3 = $104

SPYM$103 − $2 = $101

KeptFee

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

Overlap: MLPI, IVV, SPYM, VOO

Today

99.9%most shared, IVV and SPYM

MLPIIVVSPYMVOO

MLPI—0.4%0.4%0.4%

IVV0.4%—99.9%92.2%

SPYM0.4%99.9%—92.2%

VOO0.4%92.2%92.2%—

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

Return vs Bumpiness: 4 ETFs

+13.6%SPYM, at 13.7% volatility

IVVWorst drop−8.9%13.6% vol

VOOWorst drop−8.9%13.7% vol

SPYMWorst drop−8.9%13.7% vol

MLPIWorst drop[…][…]

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

Paid More vs Made More

YTD

MLPISPYM

+13.2%Year to date+11.3%

14.4%Yield1.0%

[…]Past year+13.6%

0.68%Fee0.02%

2–1MLPI 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

+33.1%

VIGVanguard

+14.8%

+33.1%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