Compare · 2 funds side by side · dividends reinvested

ULTY and IVV

ULTYYieldMax×IVViShares×

Versus in desk

02 / 04

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,414IVV · best of the two

Story of the two · IncomeMost incomeULTY · 100.73% · $10,073 a year on $10k

Story of the two · RiskSmallest drop

ULTY and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+10.9%+13.0%+21.5%+11.7%−8.9%13.8%$872B1.1

YieldMax Ultra Option Income Strategy ETFIncome · Covered calls1.40%100.73%−3.6%−10.6%[…][…]−17.3%22.6%$543M1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 10, 2026 · returns include dividends · since: ULTY 2024 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

YieldMax Ultra Option Income Strategy ETF · $543M[…]

ULTY

IVV

iShares Core S&P 500 ETF · $872B$17,414

$10,000 five years ago, dividends reinvested · they hold 13.8% in common

ULTYMeasureIVV

−3.6%

More Ways to See the Pairs

ULTY vs IVV: Top 5 Holdings

Today

ULTY

26.1%in top 5

IVV

in top 527.3%

ULTYStockIVV

not top 5AAPL7.9%

not top 5NVDA6.6%

not top 5MSFT6.2%

5.7%ADInot top 5

5.2%GOOGL

Cost, Income and Risk

Fees: ULTY, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

ULTY1.40%$140

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

Yields: ULTY, IVV

1Y

100.73%highest, ULTY

FundTrailing yield

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

+10.9%Year to date+10.8%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 10, 2026

VOO vs IVV

YTD

VanguardVOO

+10.9%

IVViShares

+10.9%

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

Year to dateJan 1 → Nov 10

+10.9%

−10.6%1 yearTotal return+13.0%

[…]3 years · per year$10,000 became […] · $17,934+21.5%

[…]5 years · per year$10,000 became […] · $17,414+11.7%

1.40%Expense ratio$140 · $3 a year on $10k · lower is better0.03%

100.73%Trailing 12-mo yield$10,073 · $111 a year on $10k1.11%

−17.3%Worst dropSmaller is better−8.9%

22.6%VolatilityLower is calmer13.8%

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

1–5IVV wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

2.6%

5.1%GDXnot top 5

5.1%SPCXnot top 5

5.0%BABAnot top 5

not top 5AMZN4.0%

Held in common13.8%

End-of-day Nov 10, 2026 · share of each fund

ULTY vs IVV Returns, Every Period

1Y

YieldMaxULTY

−10.6%

past year

IVViShares

+13.0%

past year

ULTYIVVFaded: behind in that period

0–2IVV wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Income vs Core: ULTY vs IVV

YTD

YieldMaxULTY

−3.6%

IVViShares

+10.9%

−3.6%Year to date+10.9%

−17.3%Worst drop · 1Y−8.9%

22.6%Volatility · 1Y13.8%

100.7%Yield1.1%

$543MAssets$872B

3–1IVV wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

Yield

$10k

ULTY100.73%$10,073

IVV1.11%$111

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$9,933most kept, ULTY

ULTY$10,073 − $140 = $9,933

IVV$111 − $3 = $108

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: ULTY, IVV

Today

13.8%most shared, ULTY and IVV

ULTYIVV

ULTY—13.8%

IVV13.8%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+13.0%IVV, at 13.8% volatility

IVVWorst drop−8.9%13.8% vol

ULTYWorst drop−17.3%22.6% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

ULTYIVV

−3.6%Year to date+10.9%

100.7%Yield1.1%

−10.6%Past year+13.0%

1.40%Fee0.03%

3–1IVV wins

End-of-day Nov 10, 2026

Year to date

+10.9%

1.1%Yield1.1%

$1.00TAssets$872B

0–0level

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

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ULTY and IVV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two