SOXY vs VOO

ASOXY

BVOO

Measures won1–3VOO wins · of 6 · 5Y

$10,000 · 5Y$17,177VOO · IVV $17,177

Lowest cost0.03%VOO · $3 on $10k

Most income13.95%SOXY · $1,395 on $10k

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

Held in common17.4%SOXY and VOO

SOXY

VOO

YieldMax Target 12 Semiconductor Option Income ETF · $54MVanguard S&P 500 ETF · $1.00T

[…]3 years · per year[…] · $18,079+21.8%

[…]5 years · per year[…] · $17,177+11.4%

1.06%Expense ratio$106 · $3 on $10k · lower wins0.03%

13.95%12-mo yield$1,395 · $110 on $10k1.10%

−38.6%Worst dropSmaller wins−8.9%

45.3%VolatilityLower wins13.5%

1–3VOO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSOXY · VOO

7.2%NVDA8.4%

4.8%AVGO2.5%

4.4%MU1.8%

5.8%AMD1.5%

Held in common17.4%

End-of-day Nov 6, 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	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
3	ASOXY	YieldMax Target 12 Semiconductor Option Income ETFRead Desk	1.06%	13.95%	+3.3%	+28.4%	+28.5%	new	new	−38.6%	$54M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
3	ASOXY	YieldMax Target 12 Semiconductor Option Income ETFRead Desk	1.06%	13.95%	+3.3%	+28.4%	+28.5%	new	new	−38.6%	$54M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SOXY vs VOO

SOXY

YieldMax Target 12 Semiconductor Option Income

[…]

VOO

Vanguard S&P 500

$17,177

MeasureSOXYVOO

Fee1.06%0.03%

Cost on $10k a year$106$3

Yield13.95%1.10%

5 years, per year[…]+11.4%

3 years, per year[…]+21.8%

Worst drop · 1Y−38.6%−8.9%

Volatility · 1Y45.3%13.5%

3–1measures won
VOO first

17.4%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: SOXY, VOO, IVV

Today

92.2%most shared, VOO and IVV

SOXYVOOIVV

SOXY—17.4%14.4%

VOO17.4%—92.2%

IVV14.4%92.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,289most kept, SOXY

SOXY$1,395 − $106 = $1,289

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee