Compare · 3 funds side by side · dividends reinvested

SOXY, VOO and IVV

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

02 / 04

SOXY, VOO 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%$853B1.8

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.7%+9.8%+21.8%+11.4%−8.9%13.5%$1.00T1.9

YieldMax Target 12 Semiconductor Option Income ETFThematic Income · A basket1.06%13.95%+28.4%+28.5%[…][…]−38.6%45.3%$54M2.0

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: SOXY 2024 · VOO 2010 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

YieldMax Target 12 Semiconductor Option Income ETF · $54M[…]

SOXY

VOO

Vanguard S&P 500 ETF · $1.00T$17,177

$10,000 five years ago, dividends reinvested · they hold 17.4% in common

SOXYMeasureVOO

+28.4%Year to dateJan 1 → Nov 6+8.7%

+28.5%1 yearTotal return+9.8%

[…]3 years · per year$10,000 became […] · $18,079+21.8%

[…]5 years · per year$10,000 became […] · $17,177+11.4%

1.06%Expense ratio$106 · $3 a year on $10k · lower is better0.03%

13.95%Trailing 12-mo yield$1,395 · $110 a year on $10k1.10%

−38.6%Worst dropSmaller is better−8.9%

45.3%VolatilityLower is calmer13.5%

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

3–3Level

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SOXY vs VOO: Top 5 Holdings

Today

SOXY

27.4%in top 5

VOO

in top 528.3%

SOXYStockVOO

7.2%NVDA8.4%

not top 5AAPL7.4%

5.8%AMDnot top 5

not top 5MSFT5.8%

5.1%ASMLnot top 5

4.8%AVGOnot top 5

4.5%TXNnot top 5

not top 5AMZN3.7%

not top 5GOOGL3.1%

Held in common17.4%

End-of-day Nov 6, 2026 · share of each fund

SOXY vs VOO Returns, Every Period

YieldMaxSOXY

+28.5%

past year

VOOVanguard

+9.8%

past year

SOXYVOOFaded: behind in that period

2–0SOXY wins

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

Income vs Core: SOXY vs IVV

YTD

YieldMaxSOXY

+28.4%

IVViShares

+8.7%

+28.4%Year to date+8.7%

−38.6%Worst drop · 1Y−8.9%

45.3%Volatility · 1Y13.6%

13.9%Yield1.1%

$53.7MAssets$853B

2–2level

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

Cost, Income and Risk

Fees: SOXY, VOO, IVV

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

IVV0.03%$3

SOXY1.06%$106

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

Yields: SOXY, VOO, IVV

13.95%highest, SOXY

FundTrailing yieldYield$10k

SOXY13.95%$1,395

IVV1.14%$114

VOO1.10%$110

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

Income After Fees on $10,000

$1,289most kept, SOXY

SOXY$1,395 − $106 = $1,289

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

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

Overlap: SOXY, VOO, IVV

Today

92.2%most shared, VOO and IVV

SOXYVOOIVV

SOXY—17.4%14.4%

VOO17.4%—92.2%

IVV14.4%92.2%—

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

Return vs Bumpiness: 3 ETFs

+28.5%SOXY, at 45.3% volatility

VOOWorst drop−8.9%13.5% vol

IVVWorst drop−8.9%13.6% vol

SOXYWorst drop−38.6%45.3% vol

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

Paid More vs Made More

YTD

SOXYIVV

+28.4%Year to date+8.7%

13.9%Yield1.1%

+28.5%Past year+9.8%

1.06%Fee0.03%

3–1SOXY 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%

$178BAssets$778B

2–0SPYM wins

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026