Compare · 3 funds side by side · dividends reinvested

MLPR, IVV and VOO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$32,003MLPR · best of the three

02 / 04

MLPR, IVV and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

ETRACS Quarterly Pay 1.5X Leveraged Alerian MLP Index ETNUnsorted0.95%10.79%+19.5%+24.5%+21.9%+26.2%−19.4%23.6%$9M1.8

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%$850B2.0

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.7%+9.8%+21.8%+11.4%−8.9%13.5%$1.00T2.1

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

End-of-day Nov 6, 2026 · returns include dividends · since: MLPR 2020 · IVV 2000 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $850B$17,177

IVV

MLPR

ETRACS Quarterly Pay 1.5X Leveraged Alerian MLP Index ETN · $9M$32,003

$10,000 five years ago, dividends reinvested

IVVMeasureMLPR

+8.7%Year to dateJan 1 → Nov 6+19.5%

+9.8%1 yearTotal return+24.5%

+21.8%3 years · per year$10,000 became $18,084 · $18,135+21.9%

+11.4%5 years · per year$10,000 became $17,177 · $32,003+26.2%

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

1.14%Trailing 12-mo yield$114 · $1,079 a year on $10k10.79%

−8.9%Worst dropSmaller is better−19.4%

13.6%VolatilityLower is calmer23.6%

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

3–5MLPR wins

End-of-day Nov 6, 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

27.8%in top 5

MLPR

in top 5[…]

IVVStockMLPR

7.9%AAPLnot top 5

6.9%NVDAnot top 5

6.3%MSFTnot top 5

4.0%AMZNnot top 5

2.6%GOOGLnot top 5

Held in common[…]

End-of-day Nov 6, 2026 · share of each fund

IVV vs MLPR Returns, Every Period

iSharesIVV

+11.4%

5 years, per year

MLPRETRACS

+26.2%

5 years, per year

IVVMLPRFaded: behind in that period

0–4MLPR wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Core vs Unsorted: IVV vs MLPR

YTD

iSharesIVV

+8.7%

MLPRETRACS

+19.5%

+8.7%Year to date+19.5%

−8.9%Worst drop · 1Y−19.4%

13.6%Volatility · 1Y23.6%

1.1%Yield10.8%

$850BAssets$9.4M

2–2level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: MLPR, IVV, VOO

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VOO0.03%$3

MLPR0.95%$95

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: MLPR, IVV, VOO

10.79%highest, MLPR

FundTrailing yieldYield$10k

MLPR10.79%$1,079

IVV1.14%$114

VOO1.10%$110

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$984most kept, MLPR

MLPR$1,079 − $95 = $984

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: MLPR, IVV, VOO

Today

92.2%most shared, IVV and VOO

MLPRIVVVOO

MLPR—[…][…]

IVV[…]—92.2%

VOO[…]92.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+24.5%MLPR, at 23.6% volatility

VOOWorst drop−8.9%13.5% vol

IVVWorst drop−8.9%13.6% vol

MLPRWorst drop−19.4%23.6% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

MLPRIVV

+19.5%Year to date+8.7%

10.8%Yield1.1%

+24.5%Past year+9.8%

0.95%Fee0.03%

3–1MLPR wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026