IVV vs MLPR

AIVV

BMLPR

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$32,202MLPR · IVV $18,118

Lowest cost0.03%IVV · $3 on $10k

Most income10.42%MLPR · $1,042 on $10k

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

Held in common[…]IVV and MLPR

IVV

MLPR

iShares Core S&P 500 ETF · $887BETRACS Quarterly Pay 1.5X Leveraged Alerian MLP Index ETN · $10M

+24.2%3 years · per year$19,178 · $19,226+24.3%

+12.6%5 years · per year$18,118 · $32,202+26.4%

0.03%Expense ratio$3 · $95 on $10k · lower wins0.95%

1.09%12-mo yield$109 · $1,042 on $10k10.42%

−8.9%Worst dropSmaller wins−16.1%

12.9%VolatilityLower wins23.3%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVV · MLPR

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

Held in common[…]

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	BMLPR	ETRACS Quarterly Pay 1.5X Leveraged Alerian MLP Index ETNRead Desk	0.95%	10.42%	−5.4%	+23.8%	+31.4%	+24.3%	+26.4%	−16.1%	$10M
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	BMLPR	ETRACS Quarterly Pay 1.5X Leveraged Alerian MLP Index ETNRead Desk	0.95%	10.42%	−5.4%	+23.8%	+31.4%	+24.3%	+26.4%	−16.1%	$10M
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 MLPR

IVV

iShares Core S&P 500

$18,118

MLPR

ETRACS Quarterly Pay 1.5X Leveraged Alerian MLP Index ETN

$32,202

MeasureIVVMLPR

Fee0.03%0.95%

Cost on $10k a year$3$95

Yield1.09%10.42%

5 years, per year+12.6%+26.4%

3 years, per year+24.2%+24.3%

Worst drop · 1Y−8.9%−16.1%

Volatility · 1Y12.9%23.3%

3–3measures won
level

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, MLPR, SPY

Today

99.9%most shared, IVV and SPY

IVVMLPRSPY

IVV—[…]99.9%

MLPR[…]—[…]

SPY99.9%[…]—

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

Income After Fees on $10,000

$947most kept, MLPR

MLPR$1,042 − $95 = $947

IVV$109 − $3 = $106

SPY$99 − $9 = $90

KeptFee

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