GPTY vs SPY

AGPTY

BSPY

Measures won1–3SPY wins · of 6 · 5Y

$10,000 · 5Y$18,118IVV · SPY $18,060

Lowest cost0.03%IVV · $3 on $10k

Most income43.51%GPTY · $4,351 on $10k

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

Held in common38.7%GPTY and SPY

GPTY

SPY

YieldMax AI & Tech Portfolio Option Income ETF · $125MState Street SPDR S&P 500 ETF · $805B

[…]3 years · per year[…] · $19,132+24.1%

[…]5 years · per year[…] · $18,060+12.6%

1.06%Expense ratio$106 · $9 on $10k · lower wins0.09%

43.51%12-mo yield$4,351 · $99 on $10k0.99%

−18.8%Worst dropSmaller wins−8.9%

28.9%VolatilityLower wins12.9%

1–3SPY wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsGPTY · SPY

7.4%AAPL7.4%

7.3%NVDA7.7%

7.5%MSFT5.9%

6.4%AMZN3.8%

Held in common38.7%

End-of-day Nov 4, 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	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$886.8B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
3	AGPTY	YieldMax AI & Tech Portfolio Option Income ETFRead Desk	1.06%	43.51%	−1.2%	+15.5%	+6.1%	new	new	−18.8%	$125M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$886.8B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
3	AGPTY	YieldMax AI & Tech Portfolio Option Income ETFRead Desk	1.06%	43.51%	−1.2%	+15.5%	+6.1%	new	new	−18.8%	$125M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

GPTY vs SPY

GPTY

YieldMax AI & Tech Portfolio Option Income

[…]

SPY

SPDR S&P 500

$18,060

MeasureGPTYSPY

Fee1.06%0.09%

Cost on $10k a year$106$9

Yield43.51%0.99%

5 years, per year[…]+12.6%

3 years, per year[…]+24.1%

Worst drop · 1Y−18.8%−8.9%

Volatility · 1Y28.9%12.9%

3–1measures won
SPY first

38.7%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

Overlap: GPTY, SPY, IVV

Today

99.9%most shared, SPY and IVV

GPTYSPYIVV

GPTY—38.7%38.7%

SPY38.7%—99.9%

IVV38.7%99.9%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$4,245most kept, GPTY

GPTY$4,351 − $106 = $4,245

IVV$109 − $3 = $106

SPY$99 − $9 = $90

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee