AMZA vs IVV

AAMZA

BIVV

Measures won2–4IVV wins · of 6 · 5Y

$10,000 · 5Y$24,962AMZA · IVV $17,545

Lowest cost0.03%IVV · $3 on $10k

Most income8.67%AMZA · $867 on $10k

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

Held in common0.7%AMZA and IVV

AMZA

IVV

InfraCap MLP ETF · $442MiShares Core S&P 500 ETF · $875B

+18.3%3 years · per year$16,551 · $18,159+22.0%

+20.1%5 years · per year$24,962 · $17,545+11.9%

1.72%Expense ratio$172 · $3 on $10k · lower wins0.03%

8.67%12-mo yield$867 · $111 on $10k1.11%

−11.4%Worst dropSmaller wins−8.9%

19.8%VolatilityLower wins13.8%

2–4IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsAMZA · IVV

0.2%PSX0.2%

4.2%WMB0.1%

3.4%KMI0.1%

2.0%TRGP0.1%

Held in common0.7%

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 Three

5Y3 funds

#
1	AAMZA	InfraCap MLP ETFRead Desk	1.72%	8.67%	+1.2%	+24.9%	+28.6%	+18.3%	+20.1%	−11.4%	$442M
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
3	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	AAMZA	InfraCap MLP ETFRead Desk	1.72%	8.67%	+1.2%	+24.9%	+28.6%	+18.3%	+20.1%	−11.4%	$442M
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
3	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T

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

AMZA vs IVV

AMZA

InfraCap MLP

$24,962

IVV

iShares Core S&P 500

$17,545

MeasureAMZAIVV

Fee1.72%0.03%

Cost on $10k a year$172$3

Yield8.67%1.11%

5 years, per year+20.1%+11.9%

3 years, per year+18.3%+22.0%

Worst drop · 1Y−11.4%−8.9%

Volatility · 1Y19.8%13.8%

4–2measures won
IVV first

0.7%

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

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: AMZA, IVV, VOO

Today

92.7%most shared, IVV and VOO

AMZAIVVVOO

AMZA—0.7%0.7%

IVV0.7%—92.7%

VOO0.7%92.7%—

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

Income After Fees on $10,000

$695most kept, AMZA

AMZA$867 − $172 = $695

IVV$111 − $3 = $108

VOO$107 − $3 = $104

KeptFee

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