Compare · 3 funds side by side · dividends reinvested

FBY, SPYM and IVV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,553SPYM · best of the three

02 / 04

FBY, 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%1.03%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$179B1.5

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.3%+13.6%+22.0%+11.9%−8.9%13.8%$853B1.8

YieldMax META Option Income Strategy ETFIncome · Premium income1.06%53.51%−6.8%−3.2%+16.2%[…]−25.1%34.8%$94M2.7

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

End-of-day Nov 9, 2026 · returns include dividends · since: FBY 2023 · SPYM 2005 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

YieldMax META Option Income Strategy ETF · $94M[…]

FBY

SPYM

State Street SPDR Portfolio S&P 500 ETF · $179B$17,553

$10,000 five years ago, dividends reinvested

FBYMeasureSPYM

−6.8%Year to dateJan 1 → Nov 9+11.3%

−3.2%1 yearTotal return+13.6%

+16.2%3 years · per year$10,000 became $15,676 · $18,161+22.0%

[…]5 years · per year$10,000 became […] · $17,553+11.9%

1.06%Expense ratio$106 · $2 a year on $10k · lower is better0.02%

53.51%Trailing 12-mo yield$5,351 · $103 a year on $10k1.03%

−25.1%Worst dropSmaller is better−8.9%

34.8%VolatilityLower is calmer13.7%

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

1–6SPYM wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FBY vs SPYM: Top 5 Holdings

Today

FBY

[…]in top 5

SPYM

in top 527.8%

FBYStockSPYM

not top 5AAPL7.9%

not top 5NVDA7.1%

not top 5MSFT6.2%

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common[…]

End-of-day Nov 9, 2026 · share of each fund

FBY vs SPYM Returns, Every Period

YieldMaxFBY

−3.2%

past year

SPYMSPDR

+13.6%

past year

FBYSPYMFaded: behind in that period

0–3SPYM wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Income vs Core: FBY vs IVV

YTD

YieldMaxFBY

−6.8%

IVViShares

+11.3%

−6.8%Year to date+11.3%

−25.1%Worst drop · 1Y−8.9%

34.8%Volatility · 1Y13.8%

53.5%Yield1.1%

$94.1MAssets$853B

3–1IVV wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FBY, SPYM, IVV

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IVV0.03%$3

FBY1.06%$106

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: FBY, SPYM, IVV

53.51%highest, FBY

FundTrailing yieldYield$10k

FBY53.51%$5,351

IVV1.11%$111

SPYM1.03%$103

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$5,245most kept, FBY

FBY$5,351 − $106 = $5,245

IVV$111 − $3 = $108

SPYM$103 − $2 = $101

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: FBY, SPYM, IVV

Today

99.9%most shared, SPYM and IVV

FBYSPYMIVV

FBY—[…][…]

SPYM[…]—99.9%

IVV[…]99.9%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+13.6%IVV, at 13.8% volatility

SPYMWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.8% vol

FBYWorst drop−25.1%34.8% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

FBYSPYM

−6.8%Year to date+11.3%

53.5%Yield1.0%

−3.2%Past year+13.6%

1.06%Fee0.02%

3–1SPYM wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

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

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

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