Compare · 3 funds side by side · dividends reinvested

PLTY, SPYM and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,749SPYM · best of the three

02 / 04

PLTY, SPYM and SPY, 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%+11.5%+11.9%+24.1%+12.2%−8.9%12.7%$185B1.3

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.5%+11.8%+24.0%+12.1%−8.9%12.8%$798B2.0

YieldMax PLTR Option Income Strategy ETFThematic Income · A single stock1.07%75.89%+2.5%−8.7%[…][…]−41.4%50.8%$341M2.7

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

End-of-day Nov 3, 2026 · returns include dividends · since: PLTY 2024 · SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR Portfolio S&P 500 ETF · $185B$17,749

SPYM

PLTY

YieldMax PLTR Option Income Strategy ETF · $341M[…]

$10,000 five years ago, dividends reinvested

SPYMMeasurePLTY

+11.5%Year to dateJan 1 → Nov 3+2.5%

+11.9%1 yearTotal return−8.7%

+24.1%3 years · per year$10,000 became $19,092 · […][…]

+12.2%5 years · per year$10,000 became $17,749 · […][…]

0.02%Expense ratio$2 · $107 a year on $10k · lower is better1.07%

1.03%Trailing 12-mo yield$103 · $7,589 a year on $10k75.89%

−8.9%Worst dropSmaller is better−41.4%

12.7%VolatilityLower is calmer50.8%

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

5–1SPYM wins

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

More Ways to See the Pairs

SPYM vs PLTY: Top 5 Holdings

Today

SPYM

27.4%in top 5

PLTY

in top 5[…]

SPYMStockPLTY

7.8%NVDAnot top 5

7.7%AAPLnot top 5

5.9%MSFTnot top 5

3.6%AMZNnot top 5

2.5%GOOGLnot top 5

Held in common[…]

End-of-day Nov 3, 2026 · share of each fund

SPYM vs PLTY Returns, Every Period

SPDRSPYM

+11.9%

past year

PLTYYieldMax

−8.7%

past year

SPYMPLTYFaded: behind in that period

2–0SPYM wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Core vs Income: SPYM vs PLTY

YTD

SPDRSPYM

+11.5%

PLTYYieldMax

+2.5%

+11.5%Year to date+2.5%

−8.9%Worst drop · 1Y−41.4%

12.7%Volatility · 1Y50.8%

1.0%Yield75.9%

$185BAssets$341M

3–1SPYM wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PLTY, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPY0.09%$9

PLTY1.07%$107

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: PLTY, SPYM, SPY

75.89%highest, PLTY

FundTrailing yieldYield$10k

PLTY75.89%$7,589

SPYM1.03%$103

SPY1.01%$101

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$7,482most kept, PLTY

PLTY$7,589 − $107 = $7,482

SPYM$103 − $2 = $101

SPY$101 − $9 = $92

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: PLTY, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

PLTYSPYMSPY

PLTY—[…][…]

SPYM[…]—99.9%

SPY[…]99.9%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+11.9%SPYM, at 12.7% volatility

SPYMWorst drop−8.9%12.7% vol

SPYWorst drop−8.9%12.8% vol

PLTYWorst drop−41.4%50.8% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

PLTYSPYM

+2.5%Year to date+11.5%

75.9%Yield1.0%

−8.7%Past year+11.9%

1.07%Fee0.02%

3–1SPYM wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026