MLPX vs SPY

AMLPX

BSPY

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$23,364MLPX · IVV $17,177

Lowest cost0.03%IVV · $3 on $10k

Most income4.44%MLPX · $444 on $10k

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

Held in common0.4%MLPX and SPY

MLPX

SPY

Global X - MLP & Energy Infrastructure ETF · $3.4BState Street SPDR S&P 500 ETF · $778B

+23.0%3 years · per year$18,613 · $18,039+21.7%

+18.5%5 years · per year$23,364 · $17,118+11.3%

0.45%Expense ratio$45 · $9 on $10k · lower wins0.09%

4.44%12-mo yield$444 · $103 on $10k1.03%

−10.0%Worst dropSmaller wins−8.9%

17.9%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsMLPX · SPY

8.5%WMB0.1%

7.1%KMI0.1%

7.9%TRGP0.1%

6.3%OKE0.1%

Held in common0.4%

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	AMLPX	Global X - MLP & Energy Infrastructure ETFRead Desk	0.45%	4.44%	−0.9%	+17.9%	+23.7%	+23.0%	+18.5%	−10.0%	$3.4B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
3	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$777.7B

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	AMLPX	Global X - MLP & Energy Infrastructure ETFRead Desk	0.45%	4.44%	−0.9%	+17.9%	+23.7%	+23.0%	+18.5%	−10.0%	$3.4B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
3	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$777.7B

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

MLPX vs SPY

MLPX

Global X - MLP & Energy Infrastructure

$23,364

SPY

SPDR S&P 500

$17,118

MeasureMLPXSPY

Fee0.45%0.09%

Cost on $10k a year$45$9

Yield4.44%1.03%

5 years, per year+18.5%+11.3%

3 years, per year+23.0%+21.7%

Worst drop · 1Y−10.0%−8.9%

Volatility · 1Y17.9%13.6%

3–3measures won
level

0.4%

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

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

Overlap: MLPX, SPY, IVV

Today

99.9%most shared, SPY and IVV

MLPXSPYIVV

MLPX—0.4%0.4%

SPY0.4%—99.9%

IVV0.4%99.9%—

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

Income After Fees on $10,000

$399most kept, MLPX

MLPX$444 − $45 = $399

IVV$114 − $3 = $111

SPY$103 − $9 = $94

KeptFee

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