MLPA vs IVV

AMLPA

BIVV

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$20,450MLPA · VOO $17,177

Lowest cost0.03%IVV · $3 on $10k

Most income7.75%MLPA · $775 on $10k

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

Held in common0.0%MLPA and IVV

MLPA

IVV

Global X - MLP ETF · $2.3BiShares Core S&P 500 ETF · $850B

+13.4%3 years · per year$14,596 · $18,084+21.8%

+15.4%5 years · per year$20,450 · $17,177+11.4%

0.77%Expense ratio$77 · $3 on $10k · lower wins0.03%

7.75%12-mo yield$775 · $114 on $10k1.14%

−10.7%Worst dropSmaller wins−8.9%

13.2%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsMLPA · IVV

0.0%OKE0.1%

Held in common0.0%

End-of-day Nov 6, 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	AMLPA	Global X - MLP ETFRead Desk	0.77%	7.75%	+0.6%	+13.4%	+15.9%	+13.4%	+15.4%	−10.7%	$2.3B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
3	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	AMLPA	Global X - MLP ETFRead Desk	0.77%	7.75%	+0.6%	+13.4%	+15.9%	+13.4%	+15.4%	−10.7%	$2.3B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
3	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

MLPA vs IVV

MLPA

Global X - MLP

$20,450

IVV

iShares Core S&P 500

$17,177

MeasureMLPAIVV

Fee0.77%0.03%

Cost on $10k a year$77$3

Yield7.75%1.14%

5 years, per year+15.4%+11.4%

3 years, per year+13.4%+21.8%

Worst drop · 1Y−10.7%−8.9%

Volatility · 1Y13.2%13.6%

3–3measures won
level

0.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: MLPA, IVV, VOO

Today

92.2%most shared, IVV and VOO

MLPAIVVVOO

MLPA—0.0%0.0%

IVV0.0%—92.2%

VOO0.0%92.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$698most kept, MLPA

MLPA$775 − $77 = $698

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee