Compare · 2 funds side by side · dividends reinvested

MLPR and SPY

MLPRETRACS×SPYSPDR×

Versus in desk

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

02 / 04

MLPR and SPY, 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%$9M1.4

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.7%+9.7%+21.7%+11.3%−8.9%13.6%$819B1.6

Rank among the two1st → 2ndFee, 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 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

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

MLPR

SPY

State Street SPDR S&P 500 ETF · $819B$17,118

$10,000 five years ago, dividends reinvested

MLPRMeasureSPY

+19.5%Year to dateJan 1 → Nov 6+8.7%

+24.5%1 yearTotal return+9.7%

+21.9%3 years · per year$10,000 became $18,135 · $18,039+21.7%

+26.2%5 years · per year$10,000 became $32,003 · $17,118+11.3%

0.95%Expense ratio$95 · $9 a year on $10k · lower is better0.09%

10.79%Trailing 12-mo yield$1,079 · $103 a year on $10k1.03%

−19.4%Worst dropSmaller is better−8.9%

23.6%VolatilityLower is calmer13.6%

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

5–3MLPR wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

MLPR vs SPY: Top 5 Holdings

Today

MLPR

[…]in top 5

SPY

in top 527.8%

MLPRStockSPY

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common[…]

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

MLPR vs SPY Returns, Every Period

ETRACSMLPR

+26.2%

5 years, per year

SPYSPDR

+11.3%

5 years, per year

MLPRSPYFaded: behind in that period

4–0MLPR wins

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

Unsorted vs Core: MLPR vs SPY

YTD

ETRACSMLPR

+19.5%

SPYSPDR

+8.7%

+19.5%Year to date+8.7%

−19.4%Worst drop · 1Y−8.9%

23.6%Volatility · 1Y13.6%

10.8%Yield1.0%

$9.5MAssets$819B

2–2level

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

Cost, Income and Risk

Fees: MLPR, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

MLPR0.95%$95

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

Yields: MLPR, SPY

10.79%highest, MLPR

FundTrailing yieldYield$10k

MLPR10.79%$1,079

SPY1.03%$103

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

Income After Fees on $10,000

$984most kept, MLPR

MLPR$1,079 − $95 = $984

SPY$103 − $9 = $94

KeptFee

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

Overlap: MLPR, SPY

Today

[…]holdings […]

MLPRSPY

MLPR—[…]

SPY[…]—

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

Return vs Bumpiness: 2 ETFs

+24.5%MLPR, at 23.6% volatility

SPYWorst 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

MLPRSPY

+19.5%Year to date+8.7%

10.8%Yield1.0%

+24.5%Past year+9.7%

0.95%Fee0.09%

3–1MLPR wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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