GPTY vs IVV

AGPTY

BIVV

Measures won1–3IVV wins · of 6 · 5Y

$10,000 · 5Y$17,177IVV · VTI $16,375

Lowest cost0.03%IVV · $3 on $10k

Most income44.90%GPTY · $4,490 on $10k

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

Held in common38.5%GPTY and IVV

GPTY

IVV

YieldMax AI & Tech Portfolio Option Income ETF · $123MiShares Core S&P 500 ETF · $850B

[…]3 years · per year[…] · $18,084+21.8%

[…]5 years · per year[…] · $17,177+11.4%

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

44.90%12-mo yield$4,490 · $114 on $10k1.14%

−23.1%Worst dropSmaller wins−8.9%

30.0%VolatilityLower wins13.6%

1–3IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsGPTY · IVV

8.4%AAPL7.9%

6.9%NVDA6.9%

8.4%MSFT6.3%

7.3%AMZN4.0%

Held in common38.5%

End-of-day Nov 6, 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	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.09%	+0.4%	+8.9%	+9.9%	+21.7%	+10.4%	−8.9%	$689.2B
3	AGPTY	YieldMax AI & Tech Portfolio Option Income ETFRead Desk	1.06%	44.90%	+3.0%	+9.5%	+3.6%	new	new	−23.1%	$123M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.09%	+0.4%	+8.9%	+9.9%	+21.7%	+10.4%	−8.9%	$689.2B
3	AGPTY	YieldMax AI & Tech Portfolio Option Income ETFRead Desk	1.06%	44.90%	+3.0%	+9.5%	+3.6%	new	new	−23.1%	$123M

End-of-day Nov 6, 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

$17,177

MeasureGPTYIVV

Fee1.06%0.03%

Cost on $10k a year$106$3

Yield44.90%1.14%

5 years, per year[…]+11.4%

3 years, per year[…]+21.8%

Worst drop · 1Y−23.1%−8.9%

Volatility · 1Y30.0%13.6%

3–1measures won
IVV first

38.5%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VTI vs ITOT

YTD

VanguardVTI

+8.9%

ITOTiShares

+8.8%

+8.9%Year to date+8.8%

1.1%Yield1.0%

$689BAssets$92.8B

2–0VTI wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 6, 2026

Overlap: GPTY, IVV, VTI

Today

85.5%most shared, IVV and VTI

GPTYIVVVTI

GPTY—38.5%37.8%

IVV38.5%—85.5%

VTI37.8%85.5%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$4,384most kept, GPTY

GPTY$4,490 − $106 = $4,384

IVV$114 − $3 = $111

VTI$109 − $3 = $106

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee