UMI vs SPY5YUMIUMIAvsBSPYSPYUSCF Midstream Energy Income Fund · $533MState Street SPDR S&P 500 ETF · $807BReturns · dividends in+24.9%3 years · per year$19,503 · $17,889+21.4%+19.5%5 years · per year$24,337 · $17,214+11.5%Cost and income0.85%Expense ratio$85 · $9 on $10k · lower wins0.09%6.03%
Overlap: UMI, SPY, IVVToday99.9%most shared, SPY and IVVUMISPYIVVUMI—0.4%0.4%SPY0.4%—99.9%IVV0.4%99.9%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
UMI vs SPY5YAUMIUSCF Midstream Energy Income Fund$24,337vsSPYBSPDR S&P 500$17,214$10k$20kNov 2021Nov 2026
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1AUMIUSCF Midstream Energy Income FundReadDesk0.85%6.03%+0.5%+23.9%+26.0%+24.9%+19.5%−9.7%$533M2IVViShares Core S&P 500 ETFReadDesk0.03%1.11%−0.4%+11.5%+11.6%+21.5%+11.5%−8.9%$875.2B3BSPYState Street SPDR S&P 500 ETFReadDesk0.09%1.01%−0.4%+11.5%+11.6%+21.4%+11.5%−8.9%$807.1BEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1AUMIUSCF Midstream Energy Income FundReadDesk0.85%6.03%+0.5%+23.9%+26.0%+24.9%+19.5%−9.7%$533M2IVViShares Core S&P 500 ETFReadDesk0.03%1.11%−0.4%+11.5%+11.6%+21.5%+11.5%−8.9%$875.2B3BSPYState Street SPDR S&P 500 ETFReadDesk0.09%1.01%−0.4%+11.5%+11.6%+21.4%+11.5%−8.9%$807.1BEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SPYM vs SPYYTDSPDRSPYMSA+11.5%vsBSSPYSPDR+11.5%Jan 1Nov 13+11.5%+11.5%+11.5%Year to date+11.5%1.0%Yield1.0%$186BAssets$807B0–0levelEnd-of-day Nov 13, 2026
VOO vs IVVYTDVanguardVOOVA+11.5%vsBiSIVViShares+11.5%Jan 1Nov 13+11.5%+11.5%+11.5%Year to date+11.5%1.1%Yield1.1%$1.00TAssets$875B0–0levelEnd-of-day Nov 13, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.9%+16.0%+34.9%Year to date+16.0%2.9%Yield1.4%$124BAssets$116B2–0SCHD winsEnd-of-day Nov 13, 2026
Overlap: UMI, SPY, IVVToday99.9%most shared, SPY and IVVUMISPYIVVUMI—0.4%0.4%SPY0.4%—99.9%IVV0.4%99.9%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$518most kept, UMIUMI$603 − $85 = $518IVV$111 − $3 = $108SPY$101 − $9 = $92KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee