GPTY vs IVV

AGPTY

BIVV

Measures won1–3IVV wins · of 6 · 5Y

$10,000 · 5Y$18,068QQQ · IVV $17,545

Lowest cost0.03%IVV · $3 on $10k

Most income43.34%GPTY · $4,334 on $10k

Smallest drop−8.9%IVV · worst fall in 1Y

Held in common38.6%GPTY and IVV

GPTY

IVV

YieldMax AI & Tech Portfolio Option Income ETF · $117MiShares Core S&P 500 ETF · $853B

[…]3 years · per year[…] · $18,159+22.0%

[…]5 years · per year[…] · $17,545+11.9%

1.06%Expense ratio$106 · $3 on $10k · lower wins0.03%

43.34%12-mo yield$4,334 · $111 on $10k1.11%

−23.1%Worst dropSmaller wins−8.9%

30.1%VolatilityLower wins13.8%

1–3IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsGPTY · IVV

8.2%AAPL7.9%

7.0%NVDA7.1%

8.1%MSFT6.2%

7.1%AMZN4.0%

Held in common38.6%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	QQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.46%	+3.5%	+11.0%	+11.6%	+23.9%	+12.6%	−14.8%	$446.1B
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
3	AGPTY	YieldMax AI & Tech Portfolio Option Income ETFRead Desk	1.06%	43.34%	+3.6%	+13.4%	+10.3%	new	new	−23.1%	$117M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	QQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.46%	+3.5%	+11.0%	+11.6%	+23.9%	+12.6%	−14.8%	$446.1B
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
3	AGPTY	YieldMax AI & Tech Portfolio Option Income ETFRead Desk	1.06%	43.34%	+3.6%	+13.4%	+10.3%	new	new	−23.1%	$117M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

GPTY vs IVV

GPTY

YieldMax AI & Tech Portfolio Option Income

[…]

IVV

iShares Core S&P 500

$17,545

MeasureGPTYIVV

Fee1.06%0.03%

Cost on $10k a year$106$3

Yield43.34%1.11%

5 years, per year[…]+11.9%

3 years, per year[…]+22.0%

Worst drop · 1Y−23.1%−8.9%

Volatility · 1Y30.1%13.8%

3–1measures won
IVV first

38.6%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

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

QQQM vs QQQ

YTD

InvescoQQQM

+10.9%

QQQInvesco

+11.0%

+10.9%Year to date+11.0%

0.15% · $15Fee · on $10k a year0.18% · $18

$103BAssets$446B

1–1level

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

Overlap: GPTY, IVV, QQQ

Today

54.0%most shared, GPTY and QQQ

GPTYIVVQQQ

GPTY—38.6%54.0%

IVV38.6%—52.4%

QQQ54.0%52.4%—

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

Income After Fees on $10,000

$4,228most kept, GPTY

GPTY$4,334 − $106 = $4,228

IVV$111 − $3 = $108

QQQ$46 − $18 = $28

KeptFee

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