Compare · 3 funds side by side · dividends reinvested

PLTY, SPY and IVV

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

02 / 04

PLTY, SPY and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$850B1.4

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%$819B1.9

YieldMax PLTR Option Income Strategy ETFThematic Income · A single stock1.07%79.88%−5.9%−12.2%[…][…]−38.0%51.5%$333M2.7

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: PLTY 2024 · SPY 1993 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

IVV

PLTY

YieldMax PLTR Option Income Strategy ETF · $333M[…]

$10,000 five years ago, dividends reinvested

IVVMeasurePLTY

+8.7%Year to dateJan 1 → Nov 6−5.9%

+9.8%1 yearTotal return−12.2%

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

1.14%Trailing 12-mo yield$114 · $7,988 a year on $10k79.88%

−8.9%Worst dropSmaller is better−38.0%

13.6%VolatilityLower is calmer51.5%

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

5–1IVV 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 PLTY: Top 5 Holdings

Today

IVV

27.8%in top 5

PLTY

in top 5[…]

IVVStockPLTY

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 PLTY Returns, Every Period

iSharesIVV

+9.8%

past year

PLTYYieldMax

−12.2%

past year

IVVPLTYFaded: behind in that period

2–0IVV wins

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

Core vs Income: IVV vs PLTY

YTD

iSharesIVV

+8.7%

PLTYYieldMax

−5.9%

+8.7%Year to date−5.9%

−8.9%Worst drop · 1Y−38.0%

13.6%Volatility · 1Y51.5%

1.1%Yield79.9%

$850BAssets$333M

3–1IVV wins

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

Cost, Income and Risk

Fees: PLTY, SPY, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SPY0.09%$9

PLTY1.07%$107

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

Yields: PLTY, SPY, IVV

79.88%highest, PLTY

FundTrailing yieldYield$10k

PLTY79.88%$7,988

IVV1.14%$114

SPY1.03%$103

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

Income After Fees on $10,000

$7,881most kept, PLTY

PLTY$7,988 − $107 = $7,881

IVV$114 − $3 = $111

SPY$103 − $9 = $94

KeptFee

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

Overlap: PLTY, SPY, IVV

Today

99.9%most shared, SPY and IVV

PLTYSPYIVV

PLTY—[…][…]

SPY[…]—99.9%

IVV[…]99.9%—

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

Return vs Bumpiness: 3 ETFs

+9.8%IVV, at 13.6% volatility

SPYWorst drop−8.9%13.6% vol

IVVWorst drop−8.9%13.6% vol

PLTYWorst drop−38.0%51.5% vol

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

Paid More vs Made More

YTD

PLTYIVV

−5.9%Year to date+8.7%

79.9%Yield1.1%

−12.2%Past year+9.8%

1.07%Fee0.03%

3–1IVV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

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