GPTY vs IVV

AGPTY

BIVV

Measures won1–3IVV wins · of 6 · 5Y

$10,000 · 5Y$17,156VOO · IVV $17,151

Lowest cost0.03%IVV · $3 on $10k

Most income46.22%GPTY · $4,622 on $10k

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

Held in common38.9%GPTY and IVV

GPTY

IVV

YieldMax AI & Tech Portfolio Option Income ETF · $125MiShares Core S&P 500 ETF · $887B

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

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

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

46.22%12-mo yield$4,622 · $114 on $10k1.14%

−23.1%Worst dropSmaller wins−8.9%

29.9%VolatilityLower wins13.6%

1–3IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsGPTY · IVV

7.9%AAPL7.7%

7.1%NVDA7.3%

8.0%MSFT6.2%

6.9%AMZN3.9%

Held in common38.9%

End-of-day Nov 5, 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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B
3	AGPTY	YieldMax AI & Tech Portfolio Option Income ETFRead Desk	1.06%	46.22%	−7.9%	+6.4%	+1.4%	new	new	−23.1%	$125M

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

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B
3	AGPTY	YieldMax AI & Tech Portfolio Option Income ETFRead Desk	1.06%	46.22%	−7.9%	+6.4%	+1.4%	new	new	−23.1%	$125M

End-of-day Nov 5, 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

$17,151

MeasureGPTYIVV

Fee1.06%0.03%

Cost on $10k a year$106$3

Yield46.22%1.14%

5 years, per year[…]+11.4%

3 years, per year[…]+22.1%

Worst drop · 1Y−23.1%−8.9%

Volatility · 1Y29.9%13.6%

3–1measures won
IVV first

38.9%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

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

Overlap: GPTY, IVV, VOO

Today

93.5%most shared, IVV and VOO

GPTYIVVVOO

GPTY—38.9%41.2%

IVV38.9%—93.5%

VOO41.2%93.5%—

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

Income After Fees on $10,000

$4,516most kept, GPTY

GPTY$4,622 − $106 = $4,516

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

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