MLPR vs SPY

AMLPR

BSPY

Measures won2–4SPY 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[…]MLPR and SPY

MLPR

SPY

ETRACS Quarterly Pay 1.5X Leveraged Alerian MLP Index ETN · $9MState Street SPDR S&P 500 ETF · $778B

+20.9%3 years · per year$17,683 · $18,118+21.9%

+25.7%5 years · per year$31,405 · $17,493+11.8%

0.95%Expense ratio$95 · $9 on $10k · lower wins0.09%

10.65%12-mo yield$1,065 · $101 on $10k1.01%

−19.4%Worst dropSmaller wins−8.9%

23.6%VolatilityLower wins13.7%

2–4SPY wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsMLPR · SPY

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	AMLPR	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	IVV	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	BSPY	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	AMLPR	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	IVV	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	BSPY	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

MLPR vs SPY

MLPR

ETRACS Quarterly Pay 1.5X Leveraged Alerian MLP Index ETN

$31,405

SPY

SPDR S&P 500

$17,493

MeasureMLPRSPY

Fee0.95%0.09%

Cost on $10k a year$95$9

Yield10.65%1.01%

5 years, per year+25.7%+11.8%

3 years, per year+20.9%+21.9%

Worst drop · 1Y−19.4%−8.9%

Volatility · 1Y23.6%13.7%

4–2measures won
SPY 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: MLPR, SPY, IVV, VOO

Today

99.9%most shared, SPY and IVV

MLPRSPYIVVVOO

MLPR—[…][…][…]

SPY[…]—99.9%92.7%

IVV[…]99.9%—92.7%

VOO[…]92.7%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