AMLP vs IVV

AAMLP

BIVV

Measures won2–4IVV wins · of 6 · 5Y

$10,000 · 5Y$21,308AMLP · IVV $18,118

Lowest cost0.03%IVV · $3 on $10k

Most income7.96%AMLP · $796 on $10k

Smallest drop−8.9%IVV · worst fall in 1Y

Held in common0.0%AMLP and IVV

AMLP

IVV

Alerian MLP ETF · $12.7BiShares Core S&P 500 ETF · $872B

+15.9%3 years · per year$15,574 · $19,178+24.2%

+16.3%5 years · per year$21,308 · $18,118+12.6%

1.01%Expense ratio$101 · $3 on $10k · lower wins0.03%

7.96%12-mo yield$796 · $109 on $10k1.09%

−9.0%Worst dropSmaller wins−8.9%

13.2%VolatilityLower wins12.9%

2–4IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsAMLP · IVV

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	AAMLP	Alerian MLP ETFRead Desk	1.01%	7.96%	−2.7%	+15.3%	+18.8%	+15.9%	+16.3%	−9.0%	$12.7B
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$872.0B
3	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	AAMLP	Alerian MLP ETFRead Desk	1.01%	7.96%	−2.7%	+15.3%	+18.8%	+15.9%	+16.3%	−9.0%	$12.7B
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$872.0B
3	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

AMLP vs IVV

AMLP

Alerian MLP

$21,308

IVV

iShares Core S&P 500

$18,118

MeasureAMLPIVV

Fee1.01%0.03%

Cost on $10k a year$101$3

Yield7.96%1.09%

5 years, per year+16.3%+12.6%

3 years, per year+15.9%+24.2%

Worst drop · 1Y−9.0%−8.9%

Volatility · 1Y13.2%12.9%

4–2measures won
IVV first

0.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: AMLP, IVV, VOO

Today

94.5%most shared, IVV and VOO

AMLPIVVVOO

AMLP—0.0%0.0%

IVV0.0%—94.5%

VOO0.0%94.5%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$695most kept, AMLP

AMLP$796 − $101 = $695

IVV$109 − $3 = $106

VOO$105 − $3 = $102

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee