Compare · 3 funds side by side · dividends reinvested

MLPI, SPY and VIG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,493SPY · best of the three

02 / 04

MLPI, SPY and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+14.8%+17.6%+18.8%+10.7%−7.9%11.0%$109B1.4

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

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%$778B2.0

Rank among the three1st → 3rdFee, 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 · SPY 1993 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

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

MLPI

SPY

State Street SPDR S&P 500 ETF · $778B$17,493

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

MLPIMeasureSPY

+13.2%Year to dateJan 1 → Nov 9+11.2%

[…]1 yearTotal return+13.5%

[…]3 years · per year$10,000 became […] · $18,118+21.9%

[…]5 years · per year$10,000 became […] · $17,493+11.8%

0.68%Expense ratio$68 · $9 a year on $10k · lower is better0.09%

14.43%Trailing 12-mo yield$1,443 · $101 a year on $10k1.01%

[…]Worst dropSmaller is better−8.9%

[…]VolatilityLower is calmer13.7%

MLPISPY 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 SPY: Top 5 Holdings

Today

MLPI

32.0%in top 5

SPY

in top 527.8%

MLPIStockSPY

9.1%WMBnot top 5

not top 5AAPL7.9%

not top 5NVDA7.1%

6.6%KMInot top 5

6.4%OKEnot top 5

not top 5MSFT6.2%

5.1%LNGnot top 5

4.8%MPLXnot 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 SPY Returns, Every Period

NEOSMLPI

[…]

past year

SPYSPDR

+13.5%

past year

MLPISPYFaded: behind in that period

1–0MLPI wins

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

MLPI vs VIG

YTD

NEOSMLPI

+13.2%

VIGVanguard

+14.8%

+13.2%Year to date+14.8%

[…]Worst drop · 1Y−7.9%

[…]Volatility · 1Y11.0%

14.4%Yield1.5%

$872MAssets$109B

1–1level

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

Cost, Income and Risk

Fees: MLPI, SPY, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SPY0.09%$9

MLPI0.68%$68

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

Yields: MLPI, SPY, VIG

14.43%highest, MLPI

FundTrailing yieldYield$10k

MLPI14.43%$1,443

VIG1.46%$146

SPY1.01%$101

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

VIG$146 − $4 = $142

SPY$101 − $9 = $92

KeptFee

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

Overlap: MLPI, SPY, VIG

Today

42.6%most shared, SPY and VIG

MLPISPYVIG

MLPI—0.4%0.1%

SPY0.4%—42.6%

VIG0.1%42.6%—

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

Return vs Bumpiness: 3 ETFs

+17.6%VIG, at 11.0% volatility

VIGWorst drop−7.9%11.0% vol

SPYWorst 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

MLPIVIG

+13.2%Year to date+14.8%

14.4%Yield1.5%

[…]Past year+17.6%

0.68%Fee0.04%

2–1VIG wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

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

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$45.5BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026