Compare · 3 funds side by side · dividends reinvested

MLPR, SPYM and IVV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$31,405MLPR · best of the three

02 / 04

MLPR, SPYM and IVV, 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

ETRACS Quarterly Pay 1.5X Leveraged Alerian MLP Index ETNUnsorted0.95%10.65%+21.1%+25.5%+20.9%+25.7%−19.4%23.6%$9M2.0

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.3%+13.6%+22.0%+11.9%−8.9%13.8%$853B2.1

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

End-of-day Nov 9, 2026 · returns include dividends · since: MLPR 2020 · SPYM 2005 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

ETRACS Quarterly Pay 1.5X Leveraged Alerian MLP Index ETN · $9M$31,405

MLPR

IVV

iShares Core S&P 500 ETF · $853B$17,545

$10,000 five years ago, dividends reinvested

MLPRMeasureIVV

+21.1%Year to dateJan 1 → Nov 9+11.3%

+25.5%1 yearTotal return+13.6%

+20.9%3 years · per year$10,000 became $17,683 · $18,159+22.0%

+25.7%5 years · per year$10,000 became $31,405 · $17,545+11.9%

0.95%Expense ratio$95 · $3 a year on $10k · lower is better0.03%

10.65%Trailing 12-mo yield$1,065 · $111 a year on $10k1.11%

−19.4%Worst dropSmaller is better−8.9%

23.6%VolatilityLower is calmer13.8%

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

4–4Level

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

MLPR vs IVV: Top 5 Holdings

Today

MLPR

[…]in top 5

IVV

in top 527.8%

MLPRStockIVV

not top 5AAPL7.9%

not top 5NVDA7.1%

not top 5MSFT6.2%

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common[…]

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

MLPR vs IVV Returns, Every Period

ETRACSMLPR

+25.7%

5 years, per year

IVViShares

+11.9%

5 years, per year

MLPRIVVFaded: behind in that period

3–1MLPR wins

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

Unsorted vs Core: MLPR vs IVV

YTD

ETRACSMLPR

+21.1%

IVViShares

+11.3%

+21.1%Year to date+11.3%

−19.4%Worst drop · 1Y−8.9%

23.6%Volatility · 1Y13.8%

10.7%Yield1.1%

$9.5MAssets$853B

2–2level

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

Cost, Income and Risk

Fees: MLPR, SPYM, IVV

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IVV0.03%$3

MLPR0.95%$95

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

Yields: MLPR, SPYM, IVV

10.65%highest, MLPR

FundTrailing yieldYield$10k

MLPR10.65%$1,065

IVV1.11%$111

SPYM1.03%$103

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$970most kept, MLPR

MLPR$1,065 − $95 = $970

IVV$111 − $3 = $108

SPYM$103 − $2 = $101

KeptFee

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

Overlap: MLPR, SPYM, IVV

Today

99.9%most shared, SPYM and IVV

MLPRSPYMIVV

MLPR—[…][…]

SPYM[…]—99.9%

IVV[…]99.9%—

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

Return vs Bumpiness: 3 ETFs

+25.5%MLPR, at 23.6% volatility

SPYMWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.8% vol

MLPRWorst drop−19.4%23.6% vol

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

Paid More vs Made More

YTD

MLPRSPYM

+21.1%Year to date+11.3%

10.7%Yield1.0%

+25.5%Past year+13.6%

0.95%Fee0.02%

3–1MLPR wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

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

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026