Compare · 2 funds side by side · dividends reinvested

NFLY and SPY

NFLYYieldMax×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,099SPY · best of the two

02 / 04

NFLY and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.3%+9.7%+22.0%+11.3%−8.9%13.6%$819B1.1

YieldMax NFLX Option Income Strategy ETFIncome · Premium income1.01%63.99%−28.4%−37.5%+10.0%[…]−42.1%29.0%$29M1.9

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: NFLY 2023 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

YieldMax NFLX Option Income Strategy ETF · $29M[…]

NFLY

SPY

State Street SPDR S&P 500 ETF · $819B$17,099

$10,000 five years ago, dividends reinvested

NFLYMeasureSPY

−28.4%Year to dateJan 1 → Nov 5+8.3%

−37.5%1 yearTotal return+9.7%

+10.0%3 years · per year$10,000 became $13,319 · $18,174+22.0%

[…]5 years · per year$10,000 became […] · $17,099+11.3%

1.01%Expense ratio$101 · $9 a year on $10k · lower is better0.09%

63.99%Trailing 12-mo yield$6,399 · $103 a year on $10k1.03%

−42.1%Worst dropSmaller is better−8.9%

29.0%VolatilityLower is calmer13.6%

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

1–6SPY wins

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

More Ways to See the Pairs

NFLY vs SPY: Top 5 Holdings

Today

NFLY

[…]in top 5

SPY

in top 527.7%

NFLYStockSPY

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

not top 5AMZN3.9%

not top 5GOOGL2.6%

Held in common[…]

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

NFLY vs SPY Returns, Every Period

YieldMaxNFLY

−37.5%

past year

SPYSPDR

+9.7%

past year

NFLYSPYFaded: behind in that period

0–3SPY wins

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

Income vs Core: NFLY vs SPY

YTD

YieldMaxNFLY

−28.4%

SPYSPDR

+8.3%

−28.4%Year to date+8.3%

−42.1%Worst drop · 1Y−8.9%

29.0%Volatility · 1Y13.6%

64.0%Yield1.0%

$29.4MAssets$819B

3–1SPY wins

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

Cost, Income and Risk

Fees: NFLY, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

NFLY1.01%$101

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

Yields: NFLY, SPY

63.99%highest, NFLY

FundTrailing yieldYield$10k

NFLY63.99%$6,399

SPY1.03%$103

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

Income After Fees on $10,000

$6,298most kept, NFLY

NFLY$6,399 − $101 = $6,298

SPY$103 − $9 = $94

KeptFee

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

Overlap: NFLY, SPY

Today

[…]holdings […]

NFLYSPY

NFLY—[…]

SPY[…]—

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

Return vs Bumpiness: 2 ETFs

+9.7%SPY, at 13.6% volatility

SPYWorst drop−8.9%13.6% vol

NFLYWorst drop−42.1%29.0% vol

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

Paid More vs Made More

YTD

NFLYSPY

−28.4%Year to date+8.3%

64.0%Yield1.0%

−37.5%Past year+9.7%

1.01%Fee0.09%

3–1SPY 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$819B

2–0SPYM wins

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%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026