Compare · 4 funds side by side · dividends reinvested

VOO, EMLP, IVV and SPYM

VOOVanguard×EMLPFirst Trust×IVViShares×SPYMSPDR×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$20,216EMLP · best of the four

02 / 04

VOO, EMLP, IVV and SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust North American Energy Infrastructure FundThematic · Infrastructure0.95%2.85%+16.1%+18.6%+21.7%+15.1%−7.9%11.2%$4.2B1.8

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.06%+8.4%+9.8%+22.1%+11.4%−8.9%13.6%$182B2.4

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.4%+9.8%+22.1%+11.4%−8.9%13.5%$1.00T2.6

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%$850B3.1

Rank among the four1st → 4thFee, 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: VOO 2010 · EMLP 2012 · IVV 2000 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard S&P 500 ETF · $1.00T$17,156

VOO

EMLP

First Trust North American Energy Infrastructure Fund · $4.2B$20,216

$10,000 five years ago, dividends reinvested · they hold 2.3% in common

VOOMeasureEMLP

+8.4%Year to dateJan 1 → Nov 5+16.1%

+9.8%1 yearTotal return+18.6%

+22.1%3 years · per year$10,000 became $18,224 · $18,039+21.7%

+11.4%5 years · per year$10,000 became $17,156 · $20,216+15.1%

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

1.10%Trailing 12-mo yield$110 · $285 a year on $10k2.85%

−8.9%Worst dropSmaller is better−7.9%

13.5%VolatilityLower is calmer11.2%

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

2–6EMLP wins

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

More Ways to See the Pairs

VOO vs EMLP: Top 5 Holdings

Today

VOO

28.3%in top 5

EMLP

in top 527.4%

VOOStockEMLP

not top 5EPD8.8%

8.4%NVDAnot top 5

7.4%AAPLnot top 5

not top 5ET7.1%

5.8%MSFTnot top 5

not top 5MPLX4.1%

3.7%AMZNnot top 5

not top 5KMI3.7%

not top 5PAGP3.6%

3.1%GOOGLnot top 5

Held in common2.3%

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

VOO vs EMLP Returns, Every Period

VanguardVOO

+11.4%

5 years, per year

EMLPFirst Trust

+15.1%

5 years, per year

VOOEMLPFaded: behind in that period

1–3EMLP wins

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

Core vs Thematic: VOO vs EMLP

YTD

VanguardVOO

+8.4%

EMLPFirst Trust

+16.1%

+8.4%Year to date+16.1%

−8.9%Worst drop · 1Y−7.9%

13.5%Volatility · 1Y11.2%

1.1%Yield2.8%

$1.00TAssets$4.2B

4–0EMLP wins

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

Cost, Income and Risk

Fees: VOO, EMLP, IVV, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

VOO0.03%$3

IVV0.03%$3

EMLP0.95%$95

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

Yields: VOO, EMLP, IVV, SPYM

2.85%highest, EMLP

FundTrailing yieldYield$10k

EMLP2.85%$285

IVV1.14%$114

VOO1.10%$110

SPYM1.06%$106

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

Income After Fees on $10,000

$190most kept, EMLP

EMLP$285 − $95 = $190

IVV$114 − $3 = $111

VOO$110 − $3 = $107

SPYM$106 − $2 = $104

KeptFee

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

Overlap: VOO, EMLP, IVV, SPYM

Today

99.9%most shared, IVV and SPYM

VOOEMLPIVVSPYM

VOO—2.3%93.5%93.5%

EMLP2.3%—2.4%2.4%

IVV93.5%2.4%—99.9%

SPYM93.5%2.4%99.9%—

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

Return vs Bumpiness: 4 ETFs

+18.6%EMLP, at 11.2% volatility

EMLPWorst drop−7.9%11.2% vol

VOOWorst drop−8.9%13.5% vol

SPYMWorst drop−8.9%13.6% vol

IVVWorst drop−8.9%13.6% vol

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

Paid More vs Made More

YTD

EMLPSPYM

+16.1%Year to date+8.4%

2.8%Yield1.1%

+18.6%Past year+9.8%

0.95%Fee0.02%

3–1EMLP wins

End-of-day Nov 5, 2026

Popular Pairs Near These Four

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026