Compare · 4 funds side by side · dividends reinvested

PLTY, VOO, SPYM and IVV

PLTYYieldMax×VOOVanguard×SPYMSPDR×IVViShares×

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

02 / 04

PLTY, VOO, SPYM and IVV, 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%$179B1.8

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%$875B1.9

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$1.00T2.6

YieldMax PLTR Option Income Strategy ETFThematic Income · A single stock1.07%76.26%−1.4%−1.8%[…][…]−38.0%51.3%$305M3.5

Rank among the four1st → 4thFee, 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: PLTY 2024 · VOO 2010 · SPYM 2005 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

PLTY

VOO

Vanguard S&P 500 ETF · $1.00T$17,543

$10,000 five years ago, dividends reinvested

PLTYMeasureVOO

−1.4%Year to dateJan 1 → Nov 9+11.3%

−1.8%1 yearTotal return+13.6%

[…]3 years · per year$10,000 became […] · $18,159+22.0%

[…]5 years · per year$10,000 became […] · $17,543+11.9%

1.07%Expense ratio$107 · $3 a year on $10k · lower is better0.03%

76.26%Trailing 12-mo yield$7,626 · $107 a year on $10k1.07%

−38.0%Worst dropSmaller is better−8.9%

51.3%VolatilityLower is calmer13.7%

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

1–5VOO wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

PLTY vs VOO: Top 5 Holdings

Today

PLTY

[…]in top 5

VOO

in top 528.3%

PLTYStockVOO

not top 5NVDA8.4%

not top 5AAPL7.4%

not top 5MSFT5.8%

not top 5AMZN3.7%

not top 5GOOGL3.1%

Held in common[…]

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

PLTY vs VOO Returns, Every Period

YieldMaxPLTY

−1.8%

past year

VOOVanguard

+13.6%

past year

PLTYVOOFaded: behind in that period

0–2VOO wins

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

Income vs Core: PLTY vs IVV

YTD

YieldMaxPLTY

−1.4%

IVViShares

+11.3%

−1.4%Year to date+11.3%

−38.0%Worst drop · 1Y−8.9%

51.3%Volatility · 1Y13.8%

76.3%Yield1.1%

$305MAssets$875B

3–1IVV wins

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

Cost, Income and Risk

Fees: PLTY, VOO, SPYM, IVV

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

VOO0.03%$3

IVV0.03%$3

PLTY1.07%$107

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

Yields: PLTY, VOO, SPYM, IVV

76.26%highest, PLTY

FundTrailing yieldYield$10k

PLTY76.26%$7,626

IVV1.11%$111

VOO1.07%$107

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

VOO$107 − $3 = $104

SPYM$103 − $2 = $101

KeptFee

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

Overlap: PLTY, VOO, SPYM, IVV

Today

99.9%most shared, SPYM and IVV

PLTYVOOSPYMIVV

PLTY—[…][…][…]

VOO[…]—92.7%92.7%

SPYM[…]92.7%—99.9%

IVV[…]92.7%99.9%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+13.6%IVV, at 13.8% volatility

VOOWorst drop−8.9%13.7% vol

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 Four

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026