SPY vs AMLP

ASPY

BAMLP

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$20,959AMLP · IVV $17,151

Lowest cost0.03%IVV · $3 on $10k

Most income8.14%AMLP · $814 on $10k

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

Held in common0.0%SPY and AMLP

SPY

AMLP

State Street SPDR S&P 500 ETF · $819BAlerian MLP ETF · $12.0B

+22.0%3 years · per year$18,174 · $15,151+14.9%

+11.3%5 years · per year$17,099 · $20,959+16.0%

0.09%Expense ratio$9 · $101 on $10k · lower wins1.01%

1.03%12-mo yield$103 · $814 on $10k8.14%

−8.9%Worst dropSmaller wins−11.0%

13.6%VolatilityLower wins13.4%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSPY · AMLP

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

Held in common0.0%

End-of-day Nov 5, 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	BAMLP	Alerian MLP ETFRead Desk	1.01%	8.14%	−2.2%	+12.8%	+16.3%	+14.9%	+16.0%	−11.0%	$12.0B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B
3	ASPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$818.5B

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

All Three

5Y3 funds

#
1	BAMLP	Alerian MLP ETFRead Desk	1.01%	8.14%	−2.2%	+12.8%	+16.3%	+14.9%	+16.0%	−11.0%	$12.0B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B
3	ASPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$818.5B

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

Cards for this view

SPY vs AMLP

SPY

SPDR S&P 500

$17,099

AMLP

Alerian MLP

$20,959

MeasureSPYAMLP

Fee0.09%1.01%

Cost on $10k a year$9$101

Yield1.03%8.14%

5 years, per year+11.3%+16.0%

3 years, per year+22.0%+14.9%

Worst drop · 1Y−8.9%−11.0%

Volatility · 1Y13.6%13.4%

3–3measures won
level

0.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: SPY, AMLP, IVV

Today

99.9%most shared, SPY and IVV

SPYAMLPIVV

SPY—0.0%99.9%

AMLP0.0%—0.0%

IVV99.9%0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$713most kept, AMLP

AMLP$814 − $101 = $713

IVV$114 − $3 = $111

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee