Compare · 4 funds side by side · dividends reinvested

SPY, SDTY, VOO and IVV

SPYSPDR×SDTYYieldMax×VOOVanguard×IVViShares×

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

02 / 04

SPY, SDTY, VOO and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

YieldMax S&P 500 0DTE Covered Call Strategy ETFIncome · Covered calls1.08%29.63%+8.6%+10.8%[…][…]−8.0%12.6%$39M2.0

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%$1.00T2.1

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%$853B2.1

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%$778B3.1

Rank among the four1st → 4thFee, 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: SPY 1993 · SDTY 2025 · VOO 2010 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR S&P 500 ETF · $778B$17,118

SPY

SDTY

YieldMax S&P 500 0DTE Covered Call Strategy ETF · $39M[…]

$10,000 five years ago, dividends reinvested

SPYMeasureSDTY

+8.7%Year to dateJan 1 → Nov 6+8.6%

+9.7%1 yearTotal return+10.8%

+21.7%3 years · per year$10,000 became $18,039 · […][…]

+11.3%5 years · per year$10,000 became $17,118 · […][…]

0.09%Expense ratio$9 · $108 a year on $10k · lower is better1.08%

1.03%Trailing 12-mo yield$103 · $2,963 a year on $10k29.63%

−8.9%Worst dropSmaller is better−8.0%

13.6%VolatilityLower is calmer12.6%

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

2–4SDTY wins

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

More Ways to See the Pairs

SPY vs SDTY: Top 5 Holdings

Today

SPY

27.8%in top 5

SDTY

in top 5[…]

SPYStockSDTY

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

SPY vs SDTY Returns, Every Period

SPDRSPY

+9.7%

past year

SDTYYieldMax

+10.8%

past year

SPYSDTYFaded: behind in that period

1–1Level

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

Core vs Income: SPY vs SDTY

YTD

SPDRSPY

+8.7%

SDTYYieldMax

+8.6%

+8.7%Year to date+8.6%

−8.9%Worst drop · 1Y−8.0%

13.6%Volatility · 1Y12.6%

1.0%Yield29.6%

$778BAssets$39.5M

3–1SDTY wins

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

Cost, Income and Risk

Fees: SPY, SDTY, VOO, IVV

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

IVV0.03%$3

SPY0.09%$9

SDTY1.08%$108

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

Yields: SPY, SDTY, VOO, IVV

29.63%highest, SDTY

FundTrailing yieldYield$10k

SDTY29.63%$2,963

IVV1.14%$114

VOO1.10%$110

SPY1.03%$103

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

Income After Fees on $10,000

$2,855most kept, SDTY

SDTY$2,963 − $108 = $2,855

IVV$114 − $3 = $111

VOO$110 − $3 = $107

SPY$103 − $9 = $94

KeptFee

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

Overlap: SPY, SDTY, VOO, IVV

Today

99.9%most shared, SPY and IVV

SPYSDTYVOOIVV

SPY—[…]92.2%99.9%

SDTY[…]—[…][…]

VOO92.2%[…]—92.2%

IVV99.9%[…]92.2%—

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

Return vs Bumpiness: 4 ETFs

+10.8%SDTY, at 12.6% volatility

SDTYWorst drop−8.0%12.6% vol

VOOWorst drop−8.9%13.5% vol

SPYWorst drop−8.9%13.6% vol

IVVWorst drop−8.9%13.6% vol

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

Paid More vs Made More

YTD

SDTYIVV

+8.6%Year to date+8.7%

29.6%Yield1.1%

+10.8%Past year+9.8%

1.08%Fee0.03%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Four

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