Compare · 3 funds side by side · dividends reinvested

MLPX, SPY and IVV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$23,175MLPX · best of the three

02 / 04

MLPX, SPY and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Global X - MLP & Energy Infrastructure ETFThematic · Infrastructure0.45%4.40%+18.9%+26.2%+23.9%+18.3%−9.2%17.9%$3.6B1.8

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.4%+9.7%+22.1%+11.4%−8.9%13.6%$850B1.9

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.3%+9.7%+22.0%+11.3%−8.9%13.6%$819B2.4

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

End-of-day Nov 5, 2026 · returns include dividends · since: MLPX 2013 · SPY 1993 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Global X - MLP & Energy Infrastructure ETF · $3.6B$23,175

MLPX

SPY

State Street SPDR S&P 500 ETF · $819B$17,099

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

MLPXMeasureSPY

+18.9%Year to dateJan 1 → Nov 5+8.3%

+26.2%1 yearTotal return+9.7%

+23.9%3 years · per year$10,000 became $19,026 · $18,174+22.0%

+18.3%5 years · per year$10,000 became $23,175 · $17,099+11.3%

0.45%Expense ratio$45 · $9 a year on $10k · lower is better0.09%

4.40%Trailing 12-mo yield$440 · $103 a year on $10k1.03%

−9.2%Worst dropSmaller is better−8.9%

17.9%VolatilityLower is calmer13.6%

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

5–3MLPX wins

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

More Ways to See the Pairs

MLPX vs SPY: Top 5 Holdings

Today

MLPX

42.7%in top 5

SPY

in top 527.7%

MLPXStockSPY

9.5%TRPnot top 5

9.2%ENBnot top 5

8.8%WMBnot top 5

8.1%TRGPnot top 5

not top 5AAPL7.7%

not top 5NVDA7.3%

7.2%KMInot top 5

not top 5MSFT6.2%

not top 5AMZN3.9%

not top 5GOOGL2.6%

Held in common0.4%

End-of-day Nov 5, 2026 · share of each fund

MLPX vs SPY Returns, Every Period

Global XMLPX

+18.3%

5 years, per year

SPYSPDR

+11.3%

5 years, per year

MLPXSPYFaded: behind in that period

4–0MLPX wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Thematic vs Core: MLPX vs IVV

YTD

Global XMLPX

+18.9%

IVViShares

+8.4%

+18.9%Year to date+8.4%

−9.2%Worst drop · 1Y−8.9%

17.9%Volatility · 1Y13.6%

4.4%Yield1.1%

$3.6BAssets$850B

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: MLPX, SPY, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SPY0.09%$9

MLPX0.45%$45

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: MLPX, SPY, IVV

4.40%highest, MLPX

FundTrailing yieldYield$10k

MLPX4.40%$440

IVV1.14%$114

SPY1.03%$103

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$395most kept, MLPX

MLPX$440 − $45 = $395

IVV$114 − $3 = $111

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: MLPX, SPY, IVV

Today

99.9%most shared, SPY and IVV

MLPXSPYIVV

MLPX—0.4%0.4%

SPY0.4%—99.9%

IVV0.4%99.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+26.2%MLPX, at 17.9% volatility

SPYWorst drop−8.9%13.6% vol

IVVWorst drop−8.9%13.6% vol

MLPXWorst drop−9.2%17.9% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

MLPXIVV

+18.9%Year to date+8.4%

4.4%Yield1.1%

+26.2%Past year+9.7%

0.45%Fee0.03%

3–1MLPX wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026