ULTY vs VYM

AULTY

BVYM

Measures won1–3VYM wins · of 6 · 5Y

$10,000 · 5Y$16,941VYM

Lowest cost0.04%VYM · $4 on $10k

Most income104.52%ULTY · $10,452 on $10k

Smallest drop−6.7%VYM · worst fall in 1Y

Held in common2.1%ULTY and VYM

ULTY

VYM

YieldMax Ultra Option Income Strategy ETF · $540MVanguard High Dividend Yield ETF · $78.9B

[…]3 years · per year[…] · $17,107+19.6%

[…]5 years · per year[…] · $16,941+11.1%

1.40%Expense ratio$140 · $4 on $10k · lower wins0.04%

104.52%12-mo yield$10,452 · $231 on $10k2.31%

−17.3%Worst dropSmaller wins−6.7%

22.8%VolatilityLower wins10.6%

1–3VYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsULTY · VYM

5.3%ADI0.8%

2.2%DELL0.7%

2.1%MPC0.5%

3.0%SCCO0.1%

Held in common2.1%

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

Both

5Y2 funds

#			Trend
1	BVYM	Vanguard High Dividend Yield ETFRead Desk		0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
2	AULTY	YieldMax Ultra Option Income Strategy ETFRead Desk		1.40%	104.52%	+1.4%	−4.9%	−14.3%	new	new	−17.3%	$540M

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

Both

5Y2 funds

#			Trend
1	BVYM	Vanguard High Dividend Yield ETFRead Desk		0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
2	AULTY	YieldMax Ultra Option Income Strategy ETFRead Desk		1.40%	104.52%	+1.4%	−4.9%	−14.3%	new	new	−17.3%	$540M

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

ULTY vs VYM

ULTY

YieldMax Ultra Option Income Strategy

[…]

VYM

Vanguard High Dividend Yield

$16,941

MeasureULTYVYM

Fee1.40%0.04%

Cost on $10k a year$140$4

Yield104.52%2.31%

5 years, per year[…]+11.1%

3 years, per year[…]+19.6%

Worst drop · 1Y−17.3%−6.7%

Volatility · 1Y22.8%10.6%

3–1measures won
VYM first

2.1%

holdings shared

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

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

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

Overlap: ULTY, VYM

Today

2.1%most shared, ULTY and VYM

ULTYVYM

ULTY—2.1%

VYM2.1%—

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

Income After Fees on $10,000

$10,312most kept, ULTY

ULTY$10,452 − $140 = $10,312

VYM$231 − $4 = $227

KeptFee

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