NVIT vs PLTY

ANVIT

BPLTY

Measures won0–2PLTY wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost1.07%PLTY · $107 on $10k

Most income75.89%PLTY · $7,589 on $10k

Smallest drop−41.4%PLTY · worst fall in 1Y

Held in common[…]NVIT and PLTY

NVIT

PLTY

YieldMax NVDA Performance & Distribution Target 25 ETF · $16MYieldMax PLTR Option Income Strategy ETF · $341M

[…]3 years · per year[…]

[…]5 years · per year[…]

1.08%Expense ratio$108 · $107 on $10k · lower wins1.07%

24.95%12-mo yield$2,495 · $7,589 on $10k75.89%

[…]Worst dropSmaller wins−41.4%

[…]VolatilityLower wins50.8%

0–2PLTY wins

$10,000 · 5 yearsOne scale

No price history on file for these funds yet […]

Shared top holdingsNVIT · PLTY

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

Held in common[…]

End-of-day Nov 3, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend						3Y/yr	5Y/yr
1	ANVIT	YieldMax NVDA Performance & Distribution Target 25 ETFRead Desk		1.08%	24.95%	+1.4%	+15.9%	new	new	new	[…]	$16M
2	BPLTY	YieldMax PLTR Option Income Strategy ETFRead Desk		1.07%	75.89%	−0.7%	+2.5%	−8.7%	new	new	−41.4%	$341M

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

Both

5Y2 funds

#			Trend						3Y/yr	5Y/yr
1	ANVIT	YieldMax NVDA Performance & Distribution Target 25 ETFRead Desk		1.08%	24.95%	+1.4%	+15.9%	new	new	new	[…]	$16M
2	BPLTY	YieldMax PLTR Option Income Strategy ETFRead Desk		1.07%	75.89%	−0.7%	+2.5%	−8.7%	new	new	−41.4%	$341M

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

Cards for this view

NVIT vs PLTY

NVIT

YieldMax NVDA Performance & Distribution Target 25

[…]

PLTY

YieldMax PLTR Option Income Strategy

[…]

MeasureNVITPLTY

Fee1.08%1.07%

Cost on $10k a year$108$107

Yield24.95%75.89%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y[…]−41.4%

Volatility · 1Y[…]50.8%

2–0measures won
PLTY first

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: NVIT, PLTY

Today

[…]holdings […]

NVITPLTY

NVIT—[…]

PLTY[…]—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$7,482most kept, PLTY

PLTY$7,589 − $107 = $7,482

NVIT$2,495 − $108 = $2,387

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee