Compare · 3 funds side by side · dividends reinvested

WNTR, SPY and IVV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,545IVV · best of the three

02 / 04

WNTR, SPY 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%+11.3%+13.6%+22.0%+11.9%−8.9%13.8%$853B1.5

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.2%+13.5%+21.9%+11.8%−8.9%13.7%$778B2.0

YieldMax MSTR Short Option Income Strategy ETFSingle-Stock Leverage1.00%140.10%−16.8%+14.1%[…][…]−45.8%62.5%$55M2.3

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

End-of-day Nov 9, 2026 · returns include dividends · since: WNTR 2025 · SPY 1993 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

YieldMax MSTR Short Option Income Strategy ETF · $55M[…]

WNTR

SPY

State Street SPDR S&P 500 ETF · $778B$17,493

$10,000 five years ago, dividends reinvested

WNTRMeasureSPY

−16.8%Year to dateJan 1 → Nov 9+11.2%

+14.1%1 yearTotal return+13.5%

[…]3 years · per year$10,000 became […] · $18,118+21.9%

[…]5 years · per year$10,000 became […] · $17,493+11.8%

1.00%Expense ratio$100 · $9 a year on $10k · lower is better0.09%

140.10%Trailing 12-mo yield$14,010 · $101 a year on $10k1.01%

−45.8%Worst dropSmaller is better−8.9%

62.5%VolatilityLower is calmer13.7%

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

2–4SPY wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

WNTR vs SPY: Top 5 Holdings

Today

WNTR

[…]in top 5

SPY

in top 527.8%

WNTRStockSPY

not top 5AAPL7.9%

not top 5NVDA7.1%

not top 5MSFT6.2%

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common[…]

End-of-day Nov 9, 2026 · share of each fund

WNTR vs SPY Returns, Every Period

YieldMaxWNTR

+14.1%

past year

SPYSPDR

+13.5%

past year

WNTRSPYFaded: behind in that period

1–1Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Single-Stock Leverage vs Core: WNTR vs IVV

YTD

YieldMaxWNTR

−16.8%

IVViShares

+11.3%

−16.8%Year to date+11.3%

−45.8%Worst drop · 1Y−8.9%

62.5%Volatility · 1Y13.8%

140.1%Yield1.1%

$54.5MAssets$853B

3–1IVV wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: WNTR, SPY, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SPY0.09%$9

WNTR1.00%$100

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: WNTR, SPY, IVV

140.10%highest, WNTR

FundTrailing yieldYield$10k

WNTR140.10%$14,010

IVV1.11%$111

SPY1.01%$101

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$13,910most kept, WNTR

WNTR$14,010 − $100 = $13,910

IVV$111 − $3 = $108

SPY$101 − $9 = $92

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: WNTR, SPY, IVV

Today

99.9%most shared, SPY and IVV

WNTRSPYIVV

WNTR—[…][…]

SPY[…]—99.9%

IVV[…]99.9%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+14.1%WNTR, at 62.5% volatility

SPYWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.8% vol

WNTRWorst drop−45.8%62.5% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

WNTRIVV

−16.8%Year to date+11.3%

140.1%Yield1.1%

+14.1%Past year+13.6%

1.00%Fee0.03%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026