IVV vs PLTY

AIVV

BPLTY

Measures won3–1IVV wins · of 6 · 5Y

$10,000 · 5Y$18,118IVV · VOO $18,115

Lowest cost0.03%IVV · $3 on $10k

Most income77.25%PLTY · $7,725 on $10k

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

Held in common[…]IVV and PLTY

IVV

PLTY

iShares Core S&P 500 ETF · $872BYieldMax PLTR Option Income Strategy ETF · $341M

+24.2%3 years · per year$19,178 · […][…]

+12.6%5 years · per year$18,118 · […][…]

0.03%Expense ratio$3 · $107 on $10k · lower wins1.07%

1.09%12-mo yield$109 · $7,725 on $10k77.25%

−8.9%Worst dropSmaller wins−41.4%

12.9%VolatilityLower wins50.7%

3–1IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVV · PLTY

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

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	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$872.0B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
3	BPLTY	YieldMax PLTR Option Income Strategy ETFRead Desk	1.07%	77.25%	−1.8%	+0.7%	−12.7%	new	new	−41.4%	$341M

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	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$872.0B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
3	BPLTY	YieldMax PLTR Option Income Strategy ETFRead Desk	1.07%	77.25%	−1.8%	+0.7%	−12.7%	new	new	−41.4%	$341M

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

IVV vs PLTY

IVV

iShares Core S&P 500

$18,118

PLTY

YieldMax PLTR Option Income Strategy

[…]

MeasureIVVPLTY

Fee0.03%1.07%

Cost on $10k a year$3$107

Yield1.09%77.25%

5 years, per year+12.6%[…]

3 years, per year+24.2%[…]

Worst drop · 1Y−8.9%−41.4%

Volatility · 1Y12.9%50.7%

3–1measures won
IVV first

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%

$185BAssets$798B

1–0SPYM wins

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%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: IVV, PLTY, VOO

Today

94.5%most shared, IVV and VOO

IVVPLTYVOO

IVV—[…]94.5%

PLTY[…]—[…]

VOO94.5%[…]—

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

Income After Fees on $10,000

$7,618most kept, PLTY

PLTY$7,725 − $107 = $7,618

IVV$109 − $3 = $106

VOO$105 − $3 = $102

KeptFee

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