Compare · 3 funds side by side · dividends reinvested

SLTY, SPY and SPYM

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

02 / 04

SLTY, SPY and SPYM, 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%$179B1.3

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.2%+13.5%+21.9%+11.8%−8.9%13.7%$778B2.0

YieldMax Ultra Short Option Income Strategy ETFLeveraged · Bear1.35%93.49%−9.6%−11.0%[…][…]−16.6%15.6%$17M2.7

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

End-of-day Nov 9, 2026 · returns include dividends · since: SLTY 2025 · SPY 1993 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

YieldMax Ultra Short Option Income Strategy ETF · $17M[…]

SLTY

SPY

State Street SPDR S&P 500 ETF · $778B$17,493

$10,000 five years ago, dividends reinvested

SLTYMeasureSPY

−9.6%Year to dateJan 1 → Nov 9+11.2%

−11.0%1 yearTotal return+13.5%

[…]3 years · per year$10,000 became […] · $18,118+21.9%

[…]5 years · per year$10,000 became […] · $17,493+11.8%

1.35%Expense ratio$135 · $9 a year on $10k · lower is better0.09%

93.49%Trailing 12-mo yield$9,349 · $101 a year on $10k1.01%

−16.6%Worst dropSmaller is better−8.9%

15.6%VolatilityLower is calmer13.7%

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

1–5SPY wins

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

More Ways to See the Pairs

SLTY vs SPY: Top 5 Holdings

Today

SLTY

-11.1%in top 5

SPY

in top 527.8%

SLTYStockSPY

not top 5AAPL7.9%

not top 5NVDA7.1%

not top 5MSFT6.2%

not top 5AMZN4.0%

not top 5GOOGL2.6%

-1.9%TMUSnot top 5

-2.1%HPEnot top 5

-2.2%TGTnot top 5

-2.4%QQQnot top 5

-2.5%RKLBnot top 5

Held in common[…]

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

SLTY vs SPY Returns, Every Period

YieldMaxSLTY

−11.0%

past year

SPYSPDR

+13.5%

past year

SLTYSPYFaded: behind in that period

0–2SPY wins

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

Leveraged vs Core: SLTY vs SPYM

YTD

YieldMaxSLTY

−9.6%

SPYMSPDR

+11.3%

−9.6%Year to date+11.3%

−16.6%Worst drop · 1Y−8.9%

15.6%Volatility · 1Y13.7%

93.5%Yield1.0%

$16.8MAssets$179B

3–1SPYM wins

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

Cost, Income and Risk

Fees: SLTY, SPY, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPY0.09%$9

SLTY1.35%$135

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

Yields: SLTY, SPY, SPYM

93.49%highest, SLTY

FundTrailing yieldYield$10k

SLTY93.49%$9,349

SPYM1.03%$103

SPY1.01%$101

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$9,214most kept, SLTY

SLTY$9,349 − $135 = $9,214

SPYM$103 − $2 = $101

SPY$101 − $9 = $92

KeptFee

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

Overlap: SLTY, SPY, SPYM

Today

99.9%most shared, SPY and SPYM

SLTYSPYSPYM

SLTY—[…][…]

SPY[…]—99.9%

SPYM[…]99.9%—

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

Return vs Bumpiness: 3 ETFs

+13.6%SPYM, at 13.7% volatility

SPYMWorst drop−8.9%13.7% vol

SPYWorst drop−8.9%13.7% vol

SLTYWorst drop−16.6%15.6% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

SLTYSPYM

−9.6%Year to date+11.3%

93.5%Yield1.0%

−11.0%Past year+13.6%

1.35%Fee0.02%

3–1SPYM wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

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