Compare · 4 funds side by side · dividends reinvested

DFII, VOO, MSTY and IVV

DFIIFirst Trust×VOOVanguard×MSTYYieldMax×IVViShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,545IVV · best of the four

02 / 04

DFII, VOO, MSTY and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.3%+13.6%+22.0%+11.9%−8.9%13.8%$875B1.4

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$1.00T2.0

FT Vest Bitcoin Strategy & Target Income ETFThematic Income · A basket0.85%20.45%−16.7%−26.5%[…][…]−42.6%41.9%$20M3.0

YieldMax MSTR Option Income Strategy ETFThematic Income · A single stock1.03%143.74%−16.0%−41.2%[…][…]−60.3%69.8%$947M3.3

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: DFII 2025 · VOO 2010 · MSTY 2024 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $875B$17,545

IVV

DFII

FT Vest Bitcoin Strategy & Target Income ETF · $20M[…]

$10,000 five years ago, dividends reinvested

IVVMeasureDFII

+11.3%Year to dateJan 1 → Nov 9−16.7%

+13.6%1 yearTotal return−26.5%

+22.0%3 years · per year$10,000 became $18,159 · […][…]

+11.9%5 years · per year$10,000 became $17,545 · […][…]

0.03%Expense ratio$3 · $85 a year on $10k · lower is better0.85%

1.11%Trailing 12-mo yield$111 · $2,045 a year on $10k20.45%

−8.9%Worst dropSmaller is better−42.6%

13.8%VolatilityLower is calmer41.9%

IVVDFII Winner of the row, in its colourEach row: the bigger of the two fills its side

5–1IVV wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IVV vs DFII: Top 5 Holdings

Today

IVV

27.8%in top 5

DFII

in top 5[…]

IVVStockDFII

7.9%AAPLnot top 5

7.1%NVDAnot top 5

6.2%MSFTnot top 5

4.0%AMZNnot top 5

2.6%GOOGLnot top 5

Held in common[…]

End-of-day Nov 9, 2026 · share of each fund

IVV vs DFII Returns, Every Period

iSharesIVV

+13.6%

past year

DFIIFirst Trust

−26.5%

past year

IVVDFIIFaded: behind in that period

2–0IVV wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Core vs Income: IVV vs MSTY

YTD

iSharesIVV

+11.3%

MSTYYieldMax

−16.0%

+11.3%Year to date−16.0%

−8.9%Worst drop · 1Y−60.3%

13.8%Volatility · 1Y69.8%

1.1%Yield143.7%

$875BAssets$947M

3–1IVV wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFII, VOO, MSTY, IVV

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

IVV0.03%$3

DFII0.85%$85

MSTY1.03%$103

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: DFII, VOO, MSTY, IVV

143.74%highest, MSTY

FundTrailing yieldYield$10k

MSTY143.74%$14,374

DFII20.45%$2,045

IVV1.11%$111

VOO1.07%$107

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$14,271most kept, MSTY

MSTY$14,374 − $103 = $14,271

DFII$2,045 − $85 = $1,960

IVV$111 − $3 = $108

VOO$107 − $3 = $104

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: DFII, VOO, MSTY, IVV

Today

92.7%most shared, VOO and IVV

DFIIVOOMSTYIVV

DFII—[…][…][…]

VOO[…]—[…]92.7%

MSTY[…][…]—[…]

IVV[…]92.7%[…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+13.6%IVV, at 13.8% volatility

VOOWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.8% vol

DFIIWorst drop−42.6%41.9% vol

MSTYWorst drop−60.3%69.8% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

MSTYIVV

−16.0%Year to date+11.3%

143.7%Yield1.1%

−41.2%Past year+13.6%

1.03%Fee0.03%

3–1IVV wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026