Compare · 3 funds side by side · dividends reinvested

GPTY, IVV and VOO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,545IVV · best of the three

02 / 04

GPTY, IVV and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$853B1.4

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$1.00T2.0

YieldMax AI & Tech Portfolio Option Income ETFThematic Income · A basket1.06%43.34%+13.4%+10.3%[…][…]−23.1%30.1%$117M2.3

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: GPTY 2025 · IVV 2000 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $853B$17,545

IVV

GPTY

YieldMax AI & Tech Portfolio Option Income ETF · $117M[…]

$10,000 five years ago, dividends reinvested · they hold 38.6% in common

IVVMeasureGPTY

+11.3%Year to dateJan 1 → Nov 9+13.4%

+13.6%1 yearTotal return+10.3%

+22.0%3 years · per year$10,000 became $18,159 · […][…]

+11.9%5 years · per year$10,000 became $17,545 · […][…]

0.03%Expense ratio$3 · $106 a year on $10k · lower is better1.06%

1.11%Trailing 12-mo yield$111 · $4,334 a year on $10k43.34%

−8.9%Worst dropSmaller is better−23.1%

13.8%VolatilityLower is calmer30.1%

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

4–2IVV wins

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

More Ways to See the Pairs

IVV vs GPTY: Top 5 Holdings

Today

IVV

27.8%in top 5

GPTY

in top 537.0%

IVVStockGPTY

7.9%AAPL8.2%

6.2%MSFT8.1%

7.1%NVDA7.0%

4.0%AMZN7.1%

2.6%GOOGL6.8%

Held in common38.6%

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

IVV vs GPTY Returns, Every Period

iSharesIVV

+13.6%

past year

GPTYYieldMax

+10.3%

past year

IVVGPTYFaded: behind in that period

1–1Level

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

Core vs Income: IVV vs GPTY

YTD

iSharesIVV

+11.3%

GPTYYieldMax

+13.4%

+11.3%Year to date+13.4%

−8.9%Worst drop · 1Y−23.1%

13.8%Volatility · 1Y30.1%

1.1%Yield43.3%

$853BAssets$117M

2–2level

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

Cost, Income and Risk

Fees: GPTY, IVV, VOO

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VOO0.03%$3

GPTY1.06%$106

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

Yields: GPTY, IVV, VOO

43.34%highest, GPTY

FundTrailing yieldYield$10k

GPTY43.34%$4,334

IVV1.11%$111

VOO1.07%$107

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

Income After Fees on $10,000

$4,228most kept, GPTY

GPTY$4,334 − $106 = $4,228

IVV$111 − $3 = $108

VOO$107 − $3 = $104

KeptFee

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

Overlap: GPTY, IVV, VOO

Today

92.7%most shared, IVV and VOO

GPTYIVVVOO

GPTY—38.6%41.1%

IVV38.6%—92.7%

VOO41.1%92.7%—

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

VOOWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.8% vol

GPTYWorst drop−23.1%30.1% vol

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

Paid More vs Made More

YTD

GPTYIVV

+13.4%Year to date+11.3%

43.3%Yield1.1%

+10.3%Past year+13.6%

1.06%Fee0.03%

2–2level

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026