Compare · 4 funds side by side · dividends reinvested

IVV, SDTY, VOO and SPY

IVViShares×SDTYYieldMax×VOOVanguard×SPYSPDR×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,177VOO · best of the four

02 / 04

IVV, SDTY, VOO and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

YieldMax S&P 500 0DTE Covered Call Strategy ETFIncome · Covered calls1.08%29.63%+8.6%+10.8%[…][…]−8.0%12.6%$41M2.0

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$850B2.1

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.7%+9.8%+21.8%+11.4%−8.9%13.5%$1.00T2.1

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.7%+9.7%+21.7%+11.3%−8.9%13.6%$819B3.1

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: IVV 2000 · SDTY 2025 · VOO 2010 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $850B$17,177

IVV

SDTY

YieldMax S&P 500 0DTE Covered Call Strategy ETF · $41M[…]

$10,000 five years ago, dividends reinvested

IVVMeasureSDTY

+8.7%Year to dateJan 1 → Nov 6+8.6%

+9.8%1 yearTotal return+10.8%

+21.8%3 years · per year$10,000 became $18,084 · […][…]

+11.4%5 years · per year$10,000 became $17,177 · […][…]

0.03%Expense ratio$3 · $108 a year on $10k · lower is better1.08%

1.14%Trailing 12-mo yield$114 · $2,963 a year on $10k29.63%

−8.9%Worst dropSmaller is better−8.0%

13.6%VolatilityLower is calmer12.6%

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

2–4SDTY wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IVV vs SDTY: Top 5 Holdings

Today

IVV

27.8%in top 5

SDTY

in top 5[…]

IVVStockSDTY

7.9%AAPLnot top 5

6.9%NVDAnot top 5

6.3%MSFTnot top 5

4.0%AMZNnot top 5

2.6%GOOGLnot top 5

Held in common[…]

End-of-day Nov 6, 2026 · share of each fund

IVV vs SDTY Returns, Every Period

iSharesIVV

+9.8%

past year

SDTYYieldMax

+10.8%

past year

IVVSDTYFaded: behind in that period

1–1Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Core vs Income: IVV vs SDTY

YTD

iSharesIVV

+8.7%

SDTYYieldMax

+8.6%

+8.7%Year to date+8.6%

−8.9%Worst drop · 1Y−8.0%

13.6%Volatility · 1Y12.6%

1.1%Yield29.6%

$850BAssets$41.0M

3–1SDTY wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IVV, SDTY, VOO, SPY

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VOO0.03%$3

SPY0.09%$9

SDTY1.08%$108

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: IVV, SDTY, VOO, SPY

29.63%highest, SDTY

FundTrailing yieldYield$10k

SDTY29.63%$2,963

IVV1.14%$114

VOO1.10%$110

SPY1.03%$103

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$2,855most kept, SDTY

SDTY$2,963 − $108 = $2,855

IVV$114 − $3 = $111

VOO$110 − $3 = $107

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: IVV, SDTY, VOO, SPY

Today

99.9%most shared, IVV and SPY

IVVSDTYVOOSPY

IVV—[…]92.2%99.9%

SDTY[…]—[…][…]

VOO92.2%[…]—92.2%

SPY99.9%[…]92.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+10.8%SDTY, at 12.6% volatility

SDTYWorst drop−8.0%12.6% vol

VOOWorst drop−8.9%13.5% vol

SPYWorst drop−8.9%13.6% vol

IVVWorst drop−8.9%13.6% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SDTYIVV

+8.6%Year to date+8.7%

29.6%Yield1.1%

+10.8%Past year+9.8%

1.08%Fee0.03%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Four

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026