IVV vs GPTY

AIVV

BGPTY

Measures won3–1IVV 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%IVV and GPTY

IVV

GPTY

iShares Core S&P 500 ETF · $887BYieldMax AI & Tech Portfolio Option Income ETF · $125M

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

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

0.03%Expense ratio$3 · $106 on $10k · lower wins1.06%

1.14%12-mo yield$114 · $4,622 on $10k46.22%

−8.9%Worst dropSmaller wins−23.1%

13.6%VolatilityLower wins29.9%

3–1IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVV · GPTY

7.7%AAPL7.9%

7.3%NVDA7.1%

6.2%MSFT8.0%

3.9%AMZN6.9%

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	AIVV	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	BGPTY	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	AIVV	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	BGPTY	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

IVV vs GPTY

IVV

iShares Core S&P 500

$17,151

GPTY

YieldMax AI & Tech Portfolio Option Income

[…]

MeasureIVVGPTY

Fee0.03%1.06%

Cost on $10k a year$3$106

Yield1.14%46.22%

5 years, per year+11.4%[…]

3 years, per year+22.1%[…]

Worst drop · 1Y−8.9%−23.1%

Volatility · 1Y13.6%29.9%

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: IVV, GPTY, VOO

Today

93.5%most shared, IVV and VOO

IVVGPTYVOO

IVV—38.9%93.5%

GPTY38.9%—41.2%

VOO93.5%41.2%—

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