IVV vs AMLP

AIVV

BAMLP

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$21,130AMLP · SPYM $17,553

Lowest cost0.02%SPYM · $2 on $10k

Most income8.03%AMLP · $803 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 · $875BAlerian MLP ETF · $12.1B

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

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

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

1.11%12-mo yield$111 · $803 on $10k8.03%

−8.9%Worst dropSmaller wins−11.0%

13.8%VolatilityLower wins13.4%

3–3Level

$10,000 · 5 yearsAll four, 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 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	BAMLP	Alerian MLP ETFRead Desk	1.01%	8.03%	+0.9%	+14.2%	+16.6%	+13.9%	+16.1%	−11.0%	$12.1B
2	SPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B
3	AIVV	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
4	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B

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	BAMLP	Alerian MLP ETFRead Desk	1.01%	8.03%	+0.9%	+14.2%	+16.6%	+13.9%	+16.1%	−11.0%	$12.1B
2	SPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B
3	AIVV	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
4	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B

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

IVV vs AMLP

IVV

iShares Core S&P 500

$17,545

AMLP

Alerian MLP

$21,130

MeasureIVVAMLP

Fee0.03%1.01%

Cost on $10k a year$3$101

Yield1.11%8.03%

5 years, per year+11.9%+16.1%

3 years, per year+22.0%+13.9%

Worst drop · 1Y−8.9%−11.0%

Volatility · 1Y13.8%13.4%

3–3measures won
level

0.0%

holdings shared

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

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

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: IVV, AMLP, SPYM, SPY

Today

99.9%most shared, IVV and SPYM

IVVAMLPSPYMSPY

IVV—0.0%99.9%99.9%

AMLP0.0%—0.0%0.0%

SPYM99.9%0.0%—99.9%

SPY99.9%0.0%99.9%—

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

IVV$111 − $3 = $108

SPYM$103 − $2 = $101

SPY$101 − $9 = $92

KeptFee

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