Compare · 2 funds side by side · dividends reinvested

ULTY and SPY

ULTYYieldMax×SPYSPDR×
$7.5k$10k$12.5k$15k$17.5k$20kLow $7,923 · 2022SPY$17,099Oct 2021Nov 2026Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,099SPY · best of the two
02 / 04

ULTY and SPY, Ranked

Today
FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank
State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.3%+9.7%+22.0%+11.3%−8.9%13.6%$805B1.1
YieldMax Ultra Option Income Strategy ETFIncome · Covered calls1.40%105.96%−6.2%−14.8%[…][…]−17.3%22.8%$576M1.8
Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best
End-of-day Nov 5, 2026 · returns include dividends · since: ULTY 2024 · SPY 1993
@TheETFTracker·theetftracker.com

Head to Head

5Y
YieldMax Ultra Option Income Strategy ETF · $576M[…]
ULTY
SPY
State Street SPDR S&P 500 ETF · $805B$17,099

$10,000 five years ago, dividends reinvested · they hold 13.7% in common

ULTYMeasureSPY
−6.2%Year to dateJan 1 → Nov 5+8.3%
−14.8%1 yearTotal return+9.7%
[…]3 years · per year$10,000 became […] · $18,174+22.0%
[…]5 years · per year$10,000 became […] · $17,099+11.3%
1.40%Expense ratio$140 · $9 a year on $10k · lower is better0.09%
105.96%Trailing 12-mo yield$10,596 · $103 a year on $10k1.03%
−17.3%Worst dropSmaller is better−8.9%
22.8%VolatilityLower is calmer13.6%
ULTYSPY Winner of the row, in its colourEach row: the bigger of the two fills its side
1–5SPY wins
End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns
@TheETFTracker·theetftracker.com

More Ways to See the Pairs

ULTY vs SPY: Top 5 Holdings

Today
25.0%in top 5
SPY
in top 527.7%
ULTYStockSPY
not top 5AAPL7.7%
not top 5NVDA7.3%
not top 5MSFT6.2%
5.7%ADInot top 5
5.0%GOOGL2.6%
4.8%BABAnot top 5
4.7%MELInot top 5
4.7%SHOPnot top 5
not top 5AMZN3.9%
Held in common13.7%
End-of-day Nov 5, 2026 · share of each fund
@TheETFTracker·theetftracker.com

ULTY vs SPY Returns, Every Period

1Y
YieldMaxULTY
−14.8%
past year
SPYSPDR
+9.7%
past year
−20%−10%0%+10%−6.2%+8.3%YTD−14.8%+9.7%1 year
ULTYSPYFaded: behind in that period
0–2SPY wins
End-of-day Nov 5, 2026 · dividends in · faded = behind in that period
@TheETFTracker·theetftracker.com

Income vs Core: ULTY vs SPY

YTD
YieldMaxULTY
−6.2%
SPYSPDR
+8.3%
Jan 1Nov 5−6.2%+8.3%
−6.2%Year to date+8.3%
−17.3%Worst drop · 1Y−8.9%
22.8%Volatility · 1Y13.6%
106.0%Yield1.0%
$576MAssets$805B
3–1SPY wins
End-of-day Nov 5, 2026 · smaller drop and lower volatility win
@TheETFTracker·theetftracker.com

Cost, Income and Risk

Fees: ULTY, SPY

Today
0.09%lowest, SPY
FundExpense ratioFee$10k
SPY0.09%$9
ULTY1.40%$140
End-of-day Nov 5, 2026 · fee on $10,000 a year
@TheETFTracker·theetftracker.com

Yields: ULTY, SPY

1Y
105.96%highest, ULTY
FundTrailing yieldYield$10k
ULTY105.96%$10,596
SPY1.03%$103
End-of-day Nov 5, 2026 · trailing 12-month yield
@TheETFTracker·theetftracker.com

Income After Fees on $10,000

1Y
$10,456most kept, ULTY
ULTY$10,596 − $140 = $10,456
SPY$103 − $9 = $94
KeptFee
End-of-day Nov 5, 2026 · yield in dollars minus the fee
@TheETFTracker·theetftracker.com

Overlap: ULTY, SPY

Today
13.7%most shared, ULTY and SPY
ULTYSPY
ULTY—13.7%
SPY13.7%—
End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus
@TheETFTracker·theetftracker.com

Return vs Bumpiness: 2 ETFs

1Y
+9.7%SPY, at 13.6% volatility
−20%−10%0%+10%+20%10%15%20%25%Volatility · 1 year → bumpierSPY +9.7%ULTY −14.8%
SPYWorst drop−8.9%13.6% vol
ULTYWorst drop−17.3%22.8% vol
End-of-day Nov 5, 2026 · up and left is better
@TheETFTracker·theetftracker.com

Paid More vs Made More

YTD
Jan 1Nov 5−6.2%+8.3%
−6.2%Year to date+8.3%
106.0%Yield1.0%
−14.8%Past year+9.7%
1.40%Fee0.09%
3–1SPY wins
End-of-day Nov 5, 2026
@TheETFTracker·theetftracker.com

Popular Pairs Near These Two

SPYM vs SPY

YTD
SPDRSPYM
+8.4%
SPYSPDR
+8.3%
Jan 1Nov 5+8.4%+8.3%
+8.4%Year to date+8.3%
1.1%Yield1.0%
$182BAssets$805B
2–0SPYM wins
End-of-day Nov 5, 2026
@TheETFTracker·theetftracker.com

SCHD vs VIG

YTD
SchwabSCHD
+32.3%
VIGVanguard
+12.5%
Jan 1Nov 5+32.3%+12.5%
+32.3%Year to date+12.5%
3.0%Yield1.5%
$123BAssets$109B
2–0SCHD wins
End-of-day Nov 5, 2026
@TheETFTracker·theetftracker.com

JEPQ vs JEPI

YTD
J.P. MorganJEPQ
+8.5%
JEPIJ.P. Morgan
+5.2%
Jan 1Nov 5+8.5%+5.2%
+8.5%Year to date+5.2%
12.2%Yield8.1%
$42.1BAssets$46.1B
2–0JEPQ wins
End-of-day Nov 5, 2026
@TheETFTracker·theetftracker.com