IVV vs MLPR

AIVV

BMLPR

Measures won4–2IVV wins · of 6 · 5Y

$10,000 · 5Y$31,405MLPR · IVV $17,545

Lowest cost0.03%IVV · $3 on $10k

Most income10.65%MLPR · $1,065 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 · $853BETRACS Quarterly Pay 1.5X Leveraged Alerian MLP Index ETN · $9M

+22.0%3 years · per year$18,159 · $17,683+20.9%

+11.9%5 years · per year$17,545 · $31,405+25.7%

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

1.11%12-mo yield$111 · $1,065 on $10k10.65%

−8.9%Worst dropSmaller wins−19.4%

13.8%VolatilityLower wins23.6%

4–2IVV wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsIVV · MLPR

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

Held in common[…]

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	BMLPR	ETRACS Quarterly Pay 1.5X Leveraged Alerian MLP Index ETNRead Desk	0.95%	10.65%	+1.3%	+21.1%	+25.5%	+20.9%	+25.7%	−19.4%	$9M
2	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
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
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	BMLPR	ETRACS Quarterly Pay 1.5X Leveraged Alerian MLP Index ETNRead Desk	0.95%	10.65%	+1.3%	+21.1%	+25.5%	+20.9%	+25.7%	−19.4%	$9M
2	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
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
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 MLPR

IVV

iShares Core S&P 500

$17,545

MLPR

ETRACS Quarterly Pay 1.5X Leveraged Alerian MLP Index ETN

$31,405

MeasureIVVMLPR

Fee0.03%0.95%

Cost on $10k a year$3$95

Yield1.11%10.65%

5 years, per year+11.9%+25.7%

3 years, per year+22.0%+20.9%

Worst drop · 1Y−8.9%−19.4%

Volatility · 1Y13.8%23.6%

4–2measures won
IVV first

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%

$120BAssets$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, MLPR, VOO, SPY

Today

99.9%most shared, IVV and SPY

IVVMLPRVOOSPY

IVV—[…]92.7%99.9%

MLPR[…]—[…][…]

VOO92.7%[…]—92.7%

SPY99.9%[…]92.7%—

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

Income After Fees on $10,000

$970most kept, MLPR

MLPR$1,065 − $95 = $970

IVV$111 − $3 = $108

VOO$107 − $3 = $104

SPY$101 − $9 = $92

KeptFee

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