Compare · 3 funds side by side · dividends reinvested

IVV, PLTY and SPYM

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

02 / 04

IVV, PLTY and SPYM, 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%$875B1.8

YieldMax PLTR Option Income Strategy ETFThematic Income · A single stock1.07%76.26%−1.4%−1.8%[…][…]−38.0%51.3%$305M2.7

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: IVV 2000 · PLTY 2024 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $875B$17,545

IVV

PLTY

YieldMax PLTR Option Income Strategy ETF · $305M[…]

$10,000 five years ago, dividends reinvested

IVVMeasurePLTY

+11.3%Year to dateJan 1 → Nov 9−1.4%

+13.6%1 yearTotal return−1.8%

+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 · $107 a year on $10k · lower is better1.07%

1.11%Trailing 12-mo yield$111 · $7,626 a year on $10k76.26%

−8.9%Worst dropSmaller is better−38.0%

13.8%VolatilityLower is calmer51.3%

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

5–1IVV 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 PLTY: Top 5 Holdings

Today

IVV

27.8%in top 5

PLTY

in top 5[…]

IVVStockPLTY

7.9%AAPLnot top 5

7.1%NVDAnot top 5

6.2%MSFTnot top 5

4.0%AMZNnot top 5

2.6%GOOGLnot top 5

Held in common[…]

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

IVV vs PLTY Returns, Every Period

iSharesIVV

+13.6%

past year

PLTYYieldMax

−1.8%

past year

IVVPLTYFaded: behind in that period

2–0IVV wins

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

Core vs Income: IVV vs PLTY

YTD

iSharesIVV

+11.3%

PLTYYieldMax

−1.4%

+11.3%Year to date−1.4%

−8.9%Worst drop · 1Y−38.0%

13.8%Volatility · 1Y51.3%

1.1%Yield76.3%

$875BAssets$305M

3–1IVV wins

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

Cost, Income and Risk

Fees: IVV, PLTY, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IVV0.03%$3

PLTY1.07%$107

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

Yields: IVV, PLTY, SPYM

76.26%highest, PLTY

FundTrailing yieldYield$10k

PLTY76.26%$7,626

IVV1.11%$111

SPYM1.03%$103

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

Income After Fees on $10,000

$7,519most kept, PLTY

PLTY$7,626 − $107 = $7,519

IVV$111 − $3 = $108

SPYM$103 − $2 = $101

KeptFee

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

Overlap: IVV, PLTY, SPYM

Today

99.9%most shared, IVV and SPYM

IVVPLTYSPYM

IVV—[…]99.9%

PLTY[…]—[…]

SPYM99.9%[…]—

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

PLTYWorst drop−38.0%51.3% vol

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

Paid More vs Made More

YTD

PLTYSPYM

−1.4%Year to date+11.3%

76.3%Yield1.0%

−1.8%Past year+13.6%

1.07%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$875B

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%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026