Compare · 3 funds side by side · dividends reinvested

YRAM, IVV and VIG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,151IVV · best of the three

02 / 04

YRAM, IVV and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.49%+12.5%+15.2%+18.9%+10.3%−7.9%10.8%$109B1.5

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.4%+9.7%+22.1%+11.4%−8.9%13.6%$850B1.8

YieldMax Memory and Storage Portfolio Option Income ETFIncome · Premium income1.01%9.04%[…][…][…][…][…][…]$6M2.0

Rank among the three1st → 3rdFee, 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: YRAM 2026 · IVV 2000 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

YieldMax Memory and Storage Portfolio Option Income ETF · $6M[…]

YRAM

IVV

iShares Core S&P 500 ETF · $850B$17,151

$10,000 five years ago, dividends reinvested · they hold 2.0% in common

YRAMMeasureIVV

[…]Year to dateJan 1 → Nov 5+8.4%

[…]1 yearTotal return+9.7%

[…]3 years · per year$10,000 became […] · $18,221+22.1%

[…]5 years · per year$10,000 became […] · $17,151+11.4%

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

9.04%Trailing 12-mo yield$904 · $114 a year on $10k1.14%

[…]Worst dropSmaller is better−8.9%

[…]VolatilityLower is calmer13.6%

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

1–1Level

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

More Ways to See the Pairs

YRAM vs IVV: Top 5 Holdings

Today

YRAM

34.9%in top 5

IVV

in top 527.7%

YRAMStockIVV

15.7%MUnot top 5

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

5.3%WDCnot top 5

5.0%STXnot top 5

4.9%SNDKnot top 5

4.0%Pnot top 5

not top 5AMZN3.9%

not top 5GOOGL2.6%

Held in common2.0%

End-of-day Nov 5, 2026 · share of each fund

YRAM vs IVV Returns, Every Period

YieldMaxYRAM

[…]

past year

IVViShares

+9.7%

past year

Returns […]

YRAMIVVFaded: behind in that period

0–0Level

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

YRAM vs VIG

YTD

YieldMaxYRAM

[…]

VIGVanguard

+12.5%

[…]Year to date+12.5%

[…]Worst drop · 1Y−7.9%

[…]Volatility · 1Y10.8%

9.0%Yield1.5%

$6.0MAssets$109B

1–0YRAM wins

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

Cost, Income and Risk

Fees: YRAM, IVV, VIG

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VIG0.04%$4

YRAM1.01%$101

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

Yields: YRAM, IVV, VIG

9.04%highest, YRAM

FundTrailing yieldYield$10k

YRAM9.04%$904

VIG1.49%$149

IVV1.14%$114

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

Income After Fees on $10,000

$803most kept, YRAM

YRAM$904 − $101 = $803

VIG$149 − $4 = $145

IVV$114 − $3 = $111

KeptFee

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

Overlap: YRAM, IVV, VIG

Today

42.6%most shared, IVV and VIG

YRAMIVVVIG

YRAM—2.0%0.0%

IVV2.0%—42.6%

VIG0.0%42.6%—

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

Return vs Bumpiness: 3 ETFs

+15.2%VIG, at 10.8% volatility

VIGWorst drop−7.9%10.8% vol

IVVWorst drop−8.9%13.6% vol

YRAMWorst drop[…][…]

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

Paid More vs Made More

YTD

YRAMVIG

[…]Year to date+12.5%

9.0%Yield1.5%

[…]Past year+15.2%

1.01%Fee0.04%

1–1level

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 5, 2026