Compare · 3 funds side by side · dividends reinvested

AIYY, SPYM and IVV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,164SPYM · best of the three

02 / 04

AIYY, SPYM and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.01%+13.4%+13.5%+24.3%+12.6%−8.9%12.8%$182B1.5

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.09%+13.4%+13.5%+24.2%+12.6%−8.9%12.9%$887B1.8

YieldMax AI Option Income Strategy ETFIncome · Premium income0.99%106.74%−26.7%−40.9%[…][…]−51.3%48.0%$46M2.7

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: AIYY 2023 · SPYM 2005 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

YieldMax AI Option Income Strategy ETF · $46M[…]

AIYY

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$17,164

$10,000 five years ago, dividends reinvested

AIYYMeasureSPYM

−26.7%Year to dateJan 1 → Nov 5+13.4%

−40.9%1 yearTotal return+13.5%

[…]3 years · per year$10,000 became […] · $19,186+24.3%

[…]5 years · per year$10,000 became […] · $18,126+12.6%

0.99%Expense ratio$99 · $2 a year on $10k · lower is better0.02%

106.74%Trailing 12-mo yield$10,674 · $101 a year on $10k1.01%

−51.3%Worst dropSmaller is better−8.9%

48.0%VolatilityLower is calmer12.8%

AIYYSPYM Winner of the row, in its colourEach row: the bigger of the two fills its side

1–5SPYM wins

End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

AIYY vs SPYM: Top 5 Holdings

Today

AIYY

[…]in top 5

SPYM

in top 527.7%

AIYYStockSPYM

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

not top 5AMZN3.9%

not top 5GOOGL2.6%

Held in common[…]

End-of-day Nov 5, 2026 · share of each fund

AIYY vs SPYM Returns, Every Period

YieldMaxAIYY

−40.9%

past year

SPYMSPDR

+13.5%

past year

AIYYSPYMFaded: behind in that period

0–2SPYM wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Income vs Core: AIYY vs IVV

YTD

YieldMaxAIYY

−26.7%

IVViShares

+13.4%

−26.7%Year to date+13.4%

−51.3%Worst drop · 1Y−8.9%

48.0%Volatility · 1Y12.9%

106.7%Yield1.1%

$46.0MAssets$887B

3–1IVV wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AIYY, SPYM, IVV

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IVV0.03%$3

AIYY0.99%$99

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: AIYY, SPYM, IVV

106.74%highest, AIYY

FundTrailing yieldYield$10k

AIYY106.74%$10,674

IVV1.09%$109

SPYM1.01%$101

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$10,575most kept, AIYY

AIYY$10,674 − $99 = $10,575

IVV$109 − $3 = $106

SPYM$101 − $2 = $99

KeptFee

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

Overlap: AIYY, SPYM, IVV

Today

99.9%most shared, SPYM and IVV

AIYYSPYMIVV

AIYY—[…][…]

SPYM[…]—99.9%

IVV[…]99.9%—

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

Return vs Bumpiness: 3 ETFs

+13.5%IVV, at 12.9% volatility

SPYMWorst drop−8.9%12.8% vol

IVVWorst drop−8.9%12.9% vol

AIYYWorst drop−51.3%48.0% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

AIYYSPYM

−26.7%Year to date+13.4%

106.7%Yield1.0%

−40.9%Past year+13.5%

0.99%Fee0.02%

3–1SPYM wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026