Compare · 2 funds side by side · dividends reinvested

IVV and GPTY

IVViShares×GPTYYieldMax×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,151IVV · best of the two

02 / 04

IVV and GPTY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.4%+9.7%+22.1%+11.4%−8.9%13.6%$887B1.1

YieldMax AI & Tech Portfolio Option Income ETFThematic Income · A basket1.06%46.22%+6.4%+1.4%[…][…]−23.1%29.9%$125M1.8

Rank among the two1st → 2ndFee, 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: IVV 2000 · GPTY 2025

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $887B$17,151

IVV

GPTY

YieldMax AI & Tech Portfolio Option Income ETF · $125M[…]

$10,000 five years ago, dividends reinvested · they hold 38.9% in common

IVVMeasureGPTY

+8.4%Year to dateJan 1 → Nov 5+6.4%

+9.7%1 yearTotal return+1.4%

+22.1%3 years · per year$10,000 became $18,221 · […][…]

+11.4%5 years · per year$10,000 became $17,151 · […][…]

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

1.14%Trailing 12-mo yield$114 · $4,622 a year on $10k46.22%

−8.9%Worst dropSmaller is better−23.1%

13.6%VolatilityLower is calmer29.9%

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

5–1IVV wins

End-of-day Nov 5, 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

27.7%in top 5

GPTY

in top 536.3%

IVVStockGPTY

6.2%MSFT8.0%

7.7%AAPL7.9%

7.3%NVDA7.1%

3.9%AMZN6.9%

2.6%GOOGL6.5%

Held in common38.9%

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

IVV vs GPTY Returns, Every Period

iSharesIVV

+9.7%

past year

GPTYYieldMax

+1.4%

past year

IVVGPTYFaded: behind in that period

2–0IVV wins

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

Core vs Income: IVV vs GPTY

YTD

iSharesIVV

+8.4%

GPTYYieldMax

+6.4%

+8.4%Year to date+6.4%

−8.9%Worst drop · 1Y−23.1%

13.6%Volatility · 1Y29.9%

1.1%Yield46.2%

$887BAssets$125M

3–1IVV wins

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

Cost, Income and Risk

Fees: IVV, GPTY

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

GPTY1.06%$106

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

Yields: IVV, GPTY

46.22%highest, GPTY

FundTrailing yieldYield$10k

GPTY46.22%$4,622

IVV1.14%$114

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

Income After Fees on $10,000

$4,516most kept, GPTY

GPTY$4,622 − $106 = $4,516

IVV$114 − $3 = $111

KeptFee

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

Overlap: IVV, GPTY

Today

38.9%most shared, IVV and GPTY

IVVGPTY

IVV—38.9%

GPTY38.9%—

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

Return vs Bumpiness: 2 ETFs

+9.7%IVV, at 13.6% volatility

IVVWorst drop−8.9%13.6% vol

GPTYWorst drop−23.1%29.9% vol

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

Paid More vs Made More

YTD

GPTYIVV

+6.4%Year to date+8.4%

46.2%Yield1.1%

+1.4%Past year+9.7%

1.06%Fee0.03%

3–1IVV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

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$887B

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%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026