IVV vs AMLP

AIVV

BAMLP

Measures won4–2IVV wins · of 6 · 5Y

$10,000 · 5Y$21,308AMLP · IVV $18,118

Lowest cost0.03%IVV · $3 on $10k

Most income7.96%AMLP · $796 on $10k

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

Held in common0.0%IVV and AMLP

IVV

AMLP

iShares Core S&P 500 ETF · $887BAlerian MLP ETF · $12.3B

+24.2%3 years · per year$19,178 · $15,574+15.9%

+12.6%5 years · per year$18,118 · $21,308+16.3%

0.03%Expense ratio$3 · $101 on $10k · lower wins1.01%

1.09%12-mo yield$109 · $796 on $10k7.96%

−8.9%Worst dropSmaller wins−9.0%

12.9%VolatilityLower wins13.2%

4–2IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVV · AMLP

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

Held in common0.0%

End-of-day Nov 4, 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	BAMLP	Alerian MLP ETFRead Desk	1.01%	7.96%	−2.7%	+15.3%	+18.8%	+15.9%	+16.3%	−9.0%	$12.3B
2	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$886.8B
3	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BAMLP	Alerian MLP ETFRead Desk	1.01%	7.96%	−2.7%	+15.3%	+18.8%	+15.9%	+16.3%	−9.0%	$12.3B
2	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$886.8B
3	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IVV vs AMLP

IVV

iShares Core S&P 500

$18,118

AMLP

Alerian MLP

$21,308

MeasureIVVAMLP

Fee0.03%1.01%

Cost on $10k a year$3$101

Yield1.09%7.96%

5 years, per year+12.6%+16.3%

3 years, per year+24.2%+15.9%

Worst drop · 1Y−8.9%−9.0%

Volatility · 1Y12.9%13.2%

4–2measures won
IVV first

0.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

Overlap: IVV, AMLP, SPY

Today

99.9%most shared, IVV and SPY

IVVAMLPSPY

IVV—0.0%99.9%

AMLP0.0%—0.0%

SPY99.9%0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$695most kept, AMLP

AMLP$796 − $101 = $695

IVV$109 − $3 = $106

SPY$99 − $9 = $90

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee