Compare · 3 funds side by side · dividends reinvested

SPYM, PLTY and IVV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,192SPYM · best of the three

02 / 04

SPYM, PLTY 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%1.05%+8.8%+9.8%+21.8%+11.4%−8.9%13.6%$182B1.5

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%$850B1.8

YieldMax PLTR Option Income Strategy ETFThematic Income · A single stock1.07%79.88%−5.9%−12.2%[…][…]−38.0%51.5%$333M2.7

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

End-of-day Nov 6, 2026 · returns include dividends · since: SPYM 2005 · PLTY 2024 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR Portfolio S&P 500 ETF · $182B$17,192

SPYM

PLTY

YieldMax PLTR Option Income Strategy ETF · $333M[…]

$10,000 five years ago, dividends reinvested

SPYMMeasurePLTY

+8.8%Year to dateJan 1 → Nov 6−5.9%

+9.8%1 yearTotal return−12.2%

+21.8%3 years · per year$10,000 became $18,082 · […][…]

+11.4%5 years · per year$10,000 became $17,192 · […][…]

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

1.05%Trailing 12-mo yield$105 · $7,988 a year on $10k79.88%

−8.9%Worst dropSmaller is better−38.0%

13.6%VolatilityLower is calmer51.5%

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

5–1SPYM wins

End-of-day Nov 6, 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

27.8%in top 5

PLTY

in top 5[…]

SPYMStockPLTY

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

SPYM vs PLTY Returns, Every Period

SPDRSPYM

+9.8%

past year

PLTYYieldMax

−12.2%

past year

SPYMPLTYFaded: behind in that period

2–0SPYM wins

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

Core vs Income: SPYM vs PLTY

YTD

SPDRSPYM

+8.8%

PLTYYieldMax

−5.9%

+8.8%Year to date−5.9%

−8.9%Worst drop · 1Y−38.0%

13.6%Volatility · 1Y51.5%

1.1%Yield79.9%

$182BAssets$333M

3–1SPYM wins

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

Cost, Income and Risk

Fees: SPYM, PLTY, IVV

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IVV0.03%$3

PLTY1.07%$107

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

Yields: SPYM, PLTY, IVV

79.88%highest, PLTY

FundTrailing yieldYield$10k

PLTY79.88%$7,988

IVV1.14%$114

SPYM1.05%$105

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

Income After Fees on $10,000

$7,881most kept, PLTY

PLTY$7,988 − $107 = $7,881

IVV$114 − $3 = $111

SPYM$105 − $2 = $103

KeptFee

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

Overlap: SPYM, PLTY, IVV

Today

99.9%most shared, SPYM and IVV

SPYMPLTYIVV

SPYM—[…]99.9%

PLTY[…]—[…]

IVV99.9%[…]—

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

Return vs Bumpiness: 3 ETFs

+9.8%SPYM, at 13.6% volatility

SPYMWorst drop−8.9%13.6% vol

IVVWorst drop−8.9%13.6% vol

PLTYWorst drop−38.0%51.5% vol

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

Paid More vs Made More

YTD

PLTYSPYM

−5.9%Year to date+8.8%

79.9%Yield1.1%

−12.2%Past year+9.8%

1.07%Fee0.02%

3–1SPYM 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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

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