VOO vs GPTY

AVOO

BGPTY

Measures won3–1VOO wins · of 6 · 5Y

$10,000 · 5Y$17,177VOO · IVV $17,177

Lowest cost0.03%VOO · $3 on $10k

Most income44.90%GPTY · $4,490 on $10k

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

Held in common41.0%VOO and GPTY

VOO

GPTY

Vanguard S&P 500 ETF · $1.00TYieldMax AI & Tech Portfolio Option Income ETF · $117M

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

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

0.03%Expense ratio$3 · $106 on $10k · lower wins1.06%

1.10%12-mo yield$110 · $4,490 on $10k44.90%

−8.9%Worst dropSmaller wins−23.1%

13.5%VolatilityLower wins30.0%

3–1VOO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVOO · GPTY

7.4%AAPL8.4%

8.4%NVDA6.9%

5.8%MSFT8.4%

3.7%AMZN7.3%

Held in common41.0%

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	AVOO	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	BGPTY	YieldMax AI & Tech Portfolio Option Income ETFRead Desk	1.06%	44.90%	+3.0%	+9.5%	+3.6%	new	new	−23.1%	$117M

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	AVOO	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	BGPTY	YieldMax AI & Tech Portfolio Option Income ETFRead Desk	1.06%	44.90%	+3.0%	+9.5%	+3.6%	new	new	−23.1%	$117M

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

VOO vs GPTY

VOO

Vanguard S&P 500

$17,177

GPTY

YieldMax AI & Tech Portfolio Option Income

[…]

MeasureVOOGPTY

Fee0.03%1.06%

Cost on $10k a year$3$106

Yield1.10%44.90%

5 years, per year+11.4%[…]

3 years, per year+21.8%[…]

Worst drop · 1Y−8.9%−23.1%

Volatility · 1Y13.5%30.0%

3–1measures won
VOO first

41.0%

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: VOO, GPTY, IVV

Today

92.2%most shared, VOO and IVV

VOOGPTYIVV

VOO—41.0%92.2%

GPTY41.0%—38.5%

IVV92.2%38.5%—

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

Income After Fees on $10,000

$4,384most kept, GPTY

GPTY$4,490 − $106 = $4,384

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

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