AMLP vs IVV

AAMLP

BIVV

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$25,271XLE · AMLP $21,130

Lowest cost0.03%IVV · $3 on $10k

Most income8.03%AMLP · $803 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

+13.9%3 years · per year$14,790 · $18,159+22.0%

+16.1%5 years · per year$21,130 · $17,545+11.9%

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

8.03%12-mo yield$803 · $111 on $10k1.11%

−11.0%Worst dropSmaller wins−8.9%

13.4%VolatilityLower wins13.8%

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 9, 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%	2.46%	+0.5%	+41.3%	+44.3%	+15.9%	+20.4%	−15.0%	$40.5B
2	AAMLP	Alerian MLP ETFRead Desk	1.01%	8.03%	+0.9%	+14.2%	+16.6%	+13.9%	+16.1%	−11.0%	$12.1B
3	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
4	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	+2.5%	+11.6%	+13.9%	+21.8%	+10.8%	−8.9%	$689.2B

End-of-day Nov 9, 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%	2.46%	+0.5%	+41.3%	+44.3%	+15.9%	+20.4%	−15.0%	$40.5B
2	AAMLP	Alerian MLP ETFRead Desk	1.01%	8.03%	+0.9%	+14.2%	+16.6%	+13.9%	+16.1%	−11.0%	$12.1B
3	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
4	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	+2.5%	+11.6%	+13.9%	+21.8%	+10.8%	−8.9%	$689.2B

End-of-day Nov 9, 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

$21,130

IVV

iShares Core S&P 500

$17,545

MeasureAMLPIVV

Fee1.01%0.03%

Cost on $10k a year$101$3

Yield8.03%1.11%

5 years, per year+16.1%+11.9%

3 years, per year+13.9%+22.0%

Worst drop · 1Y−11.0%−8.9%

Volatility · 1Y13.4%13.8%

3–3measures won
level

0.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VTI vs ITOT

YTD

VanguardVTI

+11.6%

ITOTiShares

+11.5%

+11.6%Year to date+11.5%

1.1%Yield1.0%

$689BAssets$93.2B

2–0VTI wins

End-of-day Nov 9, 2026

XLE vs VDE

YTD

SPDRXLE

+41.3%

VDEVanguard

+39.4%

+41.3%Year to date+39.4%

2.5%Yield2.4%

$40.5BAssets$10.4B

2–0XLE wins

End-of-day Nov 9, 2026

Overlap: AMLP, IVV, XLE, VTI

Today

86.0%most shared, IVV and VTI

AMLPIVVXLEVTI

AMLP—0.0%0.0%0.0%

IVV0.0%—3.5%86.0%

XLE0.0%3.5%—3.0%

VTI0.0%86.0%3.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$702most kept, AMLP

AMLP$803 − $101 = $702

XLE$246 − $8 = $238

IVV$111 − $3 = $108

VTI$106 − $3 = $103

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee