Compare · 3 funds side by side · dividends reinvested

MLPX, IVV and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$23,364MLPX · best of the three

02 / 04

MLPX, IVV and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Global X - MLP & Energy Infrastructure ETFThematic · Infrastructure0.45%4.44%+17.9%+23.7%+23.0%+18.5%−10.0%17.9%$3.4B1.8

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%$853B1.9

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%$778B2.4

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: MLPX 2013 · IVV 2000 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Global X - MLP & Energy Infrastructure ETF · $3.4B$23,364

MLPX

IVV

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

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

MLPXMeasureIVV

+17.9%Year to dateJan 1 → Nov 6+8.7%

+23.7%1 yearTotal return+9.8%

+23.0%3 years · per year$10,000 became $18,613 · $18,084+21.8%

+18.5%5 years · per year$10,000 became $23,364 · $17,177+11.4%

0.45%Expense ratio$45 · $3 a year on $10k · lower is better0.03%

4.44%Trailing 12-mo yield$444 · $114 a year on $10k1.14%

−10.0%Worst dropSmaller is better−8.9%

17.9%VolatilityLower is calmer13.6%

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

5–3MLPX wins

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

More Ways to See the Pairs

MLPX vs IVV: Top 5 Holdings

Today

MLPX

42.7%in top 5

IVV

in top 527.8%

MLPXStockIVV

9.8%TRPnot top 5

9.3%ENBnot top 5

8.5%WMBnot top 5

not top 5AAPL7.9%

7.9%TRGPnot top 5

7.1%KMInot top 5

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common0.4%

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

MLPX vs IVV Returns, Every Period

Global XMLPX

+18.5%

5 years, per year

IVViShares

+11.4%

5 years, per year

MLPXIVVFaded: behind in that period

4–0MLPX wins

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

Thematic vs Core: MLPX vs IVV

YTD

Global XMLPX

+17.9%

IVViShares

+8.7%

+17.9%Year to date+8.7%

−10.0%Worst drop · 1Y−8.9%

17.9%Volatility · 1Y13.6%

4.4%Yield1.1%

$3.4BAssets$853B

2–2level

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

Cost, Income and Risk

Fees: MLPX, IVV, SPY

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SPY0.09%$9

MLPX0.45%$45

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

Yields: MLPX, IVV, SPY

4.44%highest, MLPX

FundTrailing yieldYield$10k

MLPX4.44%$444

IVV1.14%$114

SPY1.03%$103

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

Income After Fees on $10,000

$399most kept, MLPX

MLPX$444 − $45 = $399

IVV$114 − $3 = $111

SPY$103 − $9 = $94

KeptFee

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

Overlap: MLPX, IVV, SPY

Today

99.9%most shared, IVV and SPY

MLPXIVVSPY

MLPX—0.4%0.4%

IVV0.4%—99.9%

SPY0.4%99.9%—

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

Return vs Bumpiness: 3 ETFs

+23.7%MLPX, at 17.9% volatility

SPYWorst drop−8.9%13.6% vol

IVVWorst drop−8.9%13.6% vol

MLPXWorst drop−10.0%17.9% vol

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

Paid More vs Made More

YTD

MLPXIVV

+17.9%Year to date+8.7%

4.4%Yield1.1%

+23.7%Past year+9.8%

0.45%Fee0.03%

3–1MLPX 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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

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