AMLP vs SPY

AAMLP

BSPY

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$21,370AMLP · VOO $17,177

Lowest cost0.03%IVV · $3 on $10k

Most income8.10%AMLP · $810 on $10k

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

Held in common0.0%AMLP and SPY

AMLP

SPY

Alerian MLP ETF · $12.0BState Street SPDR S&P 500 ETF · $819B

+14.8%3 years · per year$15,119 · $18,039+21.7%

+16.4%5 years · per year$21,370 · $17,118+11.3%

1.01%Expense ratio$101 · $9 on $10k · lower wins0.09%

8.10%12-mo yield$810 · $103 on $10k1.03%

−11.0%Worst dropSmaller wins−8.9%

13.4%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsAMLP · SPY

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	AAMLP	Alerian MLP ETFRead Desk	1.01%	8.10%	+0.4%	+13.2%	+15.8%	+14.8%	+16.4%	−11.0%	$12.0B
2	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
3	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
4	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B

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	AAMLP	Alerian MLP ETFRead Desk	1.01%	8.10%	+0.4%	+13.2%	+15.8%	+14.8%	+16.4%	−11.0%	$12.0B
2	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
3	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
4	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B

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 SPY

AMLP

Alerian MLP

$21,370

SPY

SPDR S&P 500

$17,118

MeasureAMLPSPY

Fee1.01%0.09%

Cost on $10k a year$101$9

Yield8.10%1.03%

5 years, per year+16.4%+11.3%

3 years, per year+14.8%+21.7%

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: AMLP, SPY, IVV, VOO

Today

99.9%most shared, SPY and IVV

AMLPSPYIVVVOO

AMLP—0.0%0.0%0.0%

SPY0.0%—99.9%92.2%

IVV0.0%99.9%—92.2%

VOO0.0%92.2%92.2%—

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

IVV$114 − $3 = $111

VOO$110 − $3 = $107

SPY$103 − $9 = $94

KeptFee

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