Compare · 2 funds side by side · dividends reinvested

ULTY and SPYM

ULTYYieldMax×SPYMSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,164SPYM · best of the two

02 / 04

ULTY and SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.06%+8.4%+9.8%+22.1%+11.4%−8.9%13.6%$182B1.1

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 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

YieldMax Ultra Option Income Strategy ETF · $576M[…]

ULTY

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$17,164

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

ULTYMeasureSPYM

−6.2%Year to dateJan 1 → Nov 5+8.4%

−14.8%1 yearTotal return+9.8%

[…]3 years · per year$10,000 became […] · $18,222+22.1%

[…]5 years · per year$10,000 became […] · $17,164+11.4%

1.40%Expense ratio$140 · $2 a year on $10k · lower is better0.02%

105.96%Trailing 12-mo yield$10,596 · $106 a year on $10k1.06%

−17.3%Worst dropSmaller is better−8.9%

22.8%VolatilityLower is calmer13.6%

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

1–5SPYM wins

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

More Ways to See the Pairs

ULTY vs SPYM: Top 5 Holdings

Today

ULTY

25.0%in top 5

SPYM

in top 527.7%

ULTYStockSPYM

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

ULTY vs SPYM Returns, Every Period

YieldMaxULTY

−14.8%

past year

SPYMSPDR

+9.8%

past year

ULTYSPYMFaded: behind in that period

0–2SPYM wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Income vs Core: ULTY vs SPYM

YTD

YieldMaxULTY

−6.2%

SPYMSPDR

+8.4%

−6.2%Year to date+8.4%

−17.3%Worst drop · 1Y−8.9%

22.8%Volatility · 1Y13.6%

106.0%Yield1.1%

$576MAssets$182B

3–1SPYM wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ULTY, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

ULTY1.40%$140

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: ULTY, SPYM

105.96%highest, ULTY

FundTrailing yieldYield$10k

ULTY105.96%$10,596

SPYM1.06%$106

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$10,456most kept, ULTY

ULTY$10,596 − $140 = $10,456

SPYM$106 − $2 = $104

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: ULTY, SPYM

Today

13.7%most shared, ULTY and SPYM

ULTYSPYM

ULTY—13.7%

SPYM13.7%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+9.8%SPYM, at 13.6% volatility

SPYMWorst drop−8.9%13.6% vol

ULTYWorst drop−17.3%22.8% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

ULTYSPYM

−6.2%Year to date+8.4%

106.0%Yield1.1%

−14.8%Past year+9.8%

1.40%Fee0.02%

3–1SPYM wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+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