IVV vs SDTY

AIVV

BSDTY

Measures won1–3SDTY wins · of 6 · 5Y

$10,000 · 5Y$17,352QQQ · IVV $17,151

Lowest cost0.03%IVV · $3 on $10k

Most income29.84%SDTY · $2,984 on $10k

Smallest drop−8.0%SDTY · worst fall in 1Y

Held in common[…]IVV and SDTY

IVV

SDTY

iShares Core S&P 500 ETF · $887BYieldMax S&P 500 0DTE Covered Call Strategy ETF · $41M

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

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

0.03%Expense ratio$3 · $108 on $10k · lower wins1.08%

1.14%12-mo yield$114 · $2,984 on $10k29.84%

−8.9%Worst dropSmaller wins−8.0%

13.6%VolatilityLower wins12.6%

1–3SDTY wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVV · SDTY

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

Held in common[…]

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	QQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.48%	−6.5%	+5.7%	+5.0%	+23.3%	+11.7%	−14.8%	$464.6B
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	BSDTY	YieldMax S&P 500 0DTE Covered Call Strategy ETFRead Desk	1.08%	29.84%	−4.3%	+7.9%	+10.5%	new	new	−8.0%	$41M

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	QQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.48%	−6.5%	+5.7%	+5.0%	+23.3%	+11.7%	−14.8%	$464.6B
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	BSDTY	YieldMax S&P 500 0DTE Covered Call Strategy ETFRead Desk	1.08%	29.84%	−4.3%	+7.9%	+10.5%	new	new	−8.0%	$41M

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 SDTY

IVV

iShares Core S&P 500

$17,151

SDTY

YieldMax S&P 500 0DTE Covered Call Strategy

[…]

MeasureIVVSDTY

Fee0.03%1.08%

Cost on $10k a year$3$108

Yield1.14%29.84%

5 years, per year+11.4%[…]

3 years, per year+22.1%[…]

Worst drop · 1Y−8.9%−8.0%

Volatility · 1Y13.6%12.6%

3–1measures won
SDTY first

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

QQQM vs QQQ

YTD

InvescoQQQM

+5.9%

QQQInvesco

+5.7%

+5.9%Year to date+5.7%

0.15% · $15Fee · on $10k a year0.18% · $18

$106BAssets$465B

2–0QQQM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 5, 2026

Overlap: IVV, SDTY, QQQ

Today

52.8%most shared, IVV and QQQ

IVVSDTYQQQ

IVV—[…]52.8%

SDTY[…]—[…]

QQQ52.8%[…]—

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

Income After Fees on $10,000

$2,876most kept, SDTY

SDTY$2,984 − $108 = $2,876

IVV$114 − $3 = $111

QQQ$48 − $18 = $30

KeptFee

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