AMUB vs IVV

AAMUB

BIVV

Measures won2–4IVV wins · of 6 · 5Y

$10,000 · 5Y$23,488AMUB · VOO $17,156

Lowest cost0.03%IVV · $3 on $10k

Most income6.14%AMUB · $614 on $10k

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

Held in common[…]AMUB and IVV

AMUB

IVV

ETRACS Alerian MLP Index ETN Class B · $36MiShares Core S&P 500 ETF · $887B

+17.0%3 years · per year$16,003 · $18,221+22.1%

+18.6%5 years · per year$23,488 · $17,151+11.4%

0.80%Expense ratio$80 · $3 on $10k · lower wins0.03%

6.14%12-mo yield$614 · $114 on $10k1.14%

−13.1%Worst dropSmaller wins−8.9%

15.5%VolatilityLower wins13.6%

2–4IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsAMUB · IVV

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

Held in common[…]

End-of-day Nov 5, 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	AAMUB	ETRACS Alerian MLP Index ETN Class BRead Desk	0.80%	6.14%	−2.3%	+14.6%	+20.8%	+17.0%	+18.6%	−13.1%	$36M
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
3	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B

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

All Three

5Y3 funds

#
1	AAMUB	ETRACS Alerian MLP Index ETN Class BRead Desk	0.80%	6.14%	−2.3%	+14.6%	+20.8%	+17.0%	+18.6%	−13.1%	$36M
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
3	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B

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

Cards for this view

AMUB vs IVV

AMUB

ETRACS Alerian MLP Index ETN Class B

$23,488

IVV

iShares Core S&P 500

$17,152

MeasureAMUBIVV

Fee0.80%0.03%

Cost on $10k a year$80$3

Yield6.14%1.14%

5 years, per year+18.6%+11.4%

3 years, per year+17.0%+22.1%

Worst drop · 1Y−13.1%−8.9%

Volatility · 1Y15.5%13.6%

4–2measures won
IVV first

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

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%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: AMUB, IVV, VOO

Today

93.5%most shared, IVV and VOO

AMUBIVVVOO

AMUB—[…][…]

IVV[…]—93.5%

VOO[…]93.5%—

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

Income After Fees on $10,000

$534most kept, AMUB

AMUB$614 − $80 = $534

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

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