Compare · 2 funds side by side · dividends reinvested

TEST and IVV

TESTYieldMax×IVViShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,177IVV · best of the two

02 / 03

TEST 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%$850B1.1

Tidal Trust II - YieldMax TSLA Performance & Distribution Target 25 ETFThematic Income · A single stock1.01%28.85%−15.4%[…][…][…][…][…]$2M1.7

Rank among the two1st → 2ndFee, 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: TEST 2025 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Tidal Trust II - YieldMax TSLA Performance & Distribution Target 25 ETF · $2M[…]

TEST

IVV

iShares Core S&P 500 ETF · $850B$17,177

$10,000 five years ago, dividends reinvested

TESTMeasureIVV

−15.4%Year to dateJan 1 → Nov 6+8.7%

[…]1 yearTotal return+9.8%

[…]3 years · per year$10,000 became […] · $18,084+21.8%

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

1.01%Expense ratio$101 · $3 a year on $10k · lower is better0.03%

28.85%Trailing 12-mo yield$2,885 · $114 a year on $10k1.14%

[…]Worst dropSmaller is better−8.9%

[…]VolatilityLower is calmer13.6%

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

1–2IVV wins

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

More Ways to See the Pairs

TEST vs IVV: Top 5 Holdings

Today

TEST

[…]in top 5

IVV

in top 527.8%

TESTStockIVV

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common[…]

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

TEST vs IVV Returns, Every Period

YieldMaxTEST

[…]

past year

IVViShares

+9.8%

past year

TESTIVVFaded: behind in that period

0–1IVV wins

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

Income vs Core: TEST vs IVV

YTD

YieldMaxTEST

−15.4%

IVViShares

+8.7%

−15.4%Year to date+8.7%

[…]Worst drop · 1Y−8.9%

[…]Volatility · 1Y13.6%

28.8%Yield1.1%

$1.9MAssets$850B

1–1level

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

Cost, Income and Risk

Fees: TEST, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

TEST1.01%$101

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

Yields: TEST, IVV

28.85%highest, TEST

FundTrailing yieldYield$10k

TEST28.85%$2,885

IVV1.14%$114

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

Income After Fees on $10,000

$2,784most kept, TEST

TEST$2,885 − $101 = $2,784

IVV$114 − $3 = $111

KeptFee

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

Overlap: TEST, IVV

Today

[…]holdings […]

TESTIVV

TEST—[…]

IVV[…]—

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

Return vs Bumpiness: 2 ETFs

+9.8%IVV, at 13.6% volatility

IVVWorst drop−8.9%13.6% vol

TESTWorst drop[…][…]

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

Paid More vs Made More

YTD

TESTIVV

−15.4%Year to date+8.7%

28.8%Yield1.1%

[…]Past year+9.8%

1.01%Fee0.03%

2–1IVV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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