AMLP vs IVV

AAMLP

BIVV

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$25,568XLE · AMLP $21,370

Lowest cost0.03%IVV · $3 on $10k

Most income8.10%AMLP · $810 on $10k

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

Held in common0.0%AMLP and IVV

AMLP

IVV

Alerian MLP ETF · $12.1BiShares Core S&P 500 ETF · $853B

+14.8%3 years · per year$15,119 · $18,084+21.8%

+16.4%5 years · per year$21,370 · $17,177+11.4%

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

8.10%12-mo yield$810 · $114 on $10k1.14%

−11.0%Worst dropSmaller wins−8.9%

13.4%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsAll four, 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 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	XLE	State Street Energy Select Sector SPDR ETFRead Desk	0.08%	2.47%	0.0%	+40.6%	+45.0%	+16.8%	+20.7%	−15.0%	$42.0B
2	AAMLP	Alerian MLP ETFRead Desk	1.01%	8.10%	+0.4%	+13.2%	+15.8%	+14.8%	+16.4%	−11.0%	$12.1B
3	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
4	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	XLE	State Street Energy Select Sector SPDR ETFRead Desk	0.08%	2.47%	0.0%	+40.6%	+45.0%	+16.8%	+20.7%	−15.0%	$42.0B
2	AAMLP	Alerian MLP ETFRead Desk	1.01%	8.10%	+0.4%	+13.2%	+15.8%	+14.8%	+16.4%	−11.0%	$12.1B
3	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
4	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B

End-of-day Nov 6, 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

$21,370

IVV

iShares Core S&P 500

$17,177

MeasureAMLPIVV

Fee1.01%0.03%

Cost on $10k a year$101$3

Yield8.10%1.14%

5 years, per year+16.4%+11.4%

3 years, per year+14.8%+21.8%

Worst drop · 1Y−11.0%−8.9%

Volatility · 1Y13.4%13.6%

3–3measures won
level

0.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

XLE vs VDE

YTD

SPDRXLE

+40.6%

VDEVanguard

+38.6%

+40.6%Year to date+38.6%

2.5%Yield2.4%

$42.0BAssets$10.4B

2–0XLE wins

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

Overlap: AMLP, IVV, XLE, VOO

Today

92.2%most shared, IVV and VOO

AMLPIVVXLEVOO

AMLP—0.0%0.0%0.0%

IVV0.0%—3.5%92.2%

XLE0.0%3.5%—3.4%

VOO0.0%92.2%3.4%—

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

Income After Fees on $10,000

$709most kept, AMLP

AMLP$810 − $101 = $709

XLE$247 − $8 = $239

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

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